Retirement Planning Pop-Up Event

Aimed at members of the UC Berkeley and LBNL communities who plan to retire on

July 1, 2023, or sooner.

Monday, December 5th, 2022

2:00-3:00 pm PT

Presented online via Zoom

Register Here


This Retirement Pop-Up is intended to provide high-level support and information to members of the UC Berkeley and LBNL communities who plan to retire on July 1, 2023 or sooner.

Information on the basic retirement process, as well as an opportunity to answer Frequently Asked Questions, will be covered during this session.

Speakers can answer questions on:

  • The general retirement process for employees

  • Using UCRAYS

  • Healthcare in retirement

  • Benefits in retirement

  • Accessing and managing your individual retirement accounts (403b, 457b, DCP plans)

  • Retirement financial planning

  • Retirement Center support (Retiree ID cards, Berkeley retiree email, retiree library access, lifelong learning opportunities, retiree association membership)

Speakers will be happy to provide whatever support they can to individual needs as long as time permits and private, confidential information is not shared. Being logged into your UCRAYS account and Fidelity NetBenefits account will be helpful when attending.

Please submit your questions ahead of the event using this form


Speakers:

  • Sharon Johnson, UCB Benefits Manager

  • Janet Suko, UCB Benefits Program Coordinator

  • Gabe Schmidt, UCB Health Care Facilitator

  • Blanca Bocobo, LBNL Health Care Facilitator and Lab Benefits Analyst

  • Stacy Guidi, LBNL Benefits Supervisor

  • Eric Schreiber, UCB and LBNL Fidelity Workplace Financial Consultant

  • Nancy Pargot, UCB and LBNL Fidelity Workplace Financial Consultant

  • Sam Davis, Faculty Retirement Liaison

  • Cary Sweeney, UCB Retirement Center Director

  • Camille Koué, UCB Retirement Center Associate Director

Speakers at this event will not include representatives from the Retirement Administration Service Center (RASC), which may limit their ability to answer questions specific to individual situations.

Life in Retirement Recording


UCB Retirement Center in partnership with LBNL's Employee Resource Groups & IDEA, and the LBNL Health Care Facilitator

The recorded event features recently retired LBNL employees. The discussion focused on envisioning life in retirement, building up a social network, and identifying steps you can take now to make the transition a smooth one. This event will focus on navigating the emotional and social transitions.

Panelists:

  • Matthew Rice, 21 years of service at the Lab, retired in 2018 as a Safety Engineer with the EHS Division.

  • Alyce Herrera, 14.5 years of service at the Lab, retired in 2011 from EHS.

  • Howard Hatayama, 6 years of service at the Lab, retired in 2015 from Lab Directorate.

Retirement Process Resources

Ready to retire? Step-by-step process here

  • Retirement Estimator (Sign in to your UC Retirement At Your Service (UCRAYS) to create your retirement estimate)

  • Retirement Administration Service Center (RASC) counselors can answer your retirement benefit questions and guide you through the retirement process. Contact RASC by phone at (800) 888-8267 (Monday–Friday, 8:30 a.m.–4:30 p.m. PT)

Resources in Retirement