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Faculty Retirement Planning Workshops 2024

UCLA Office of the Vice Chancellor for Academic Personnel

January 8, 2024

Dear Colleagues:

In my fall quarter letter to you I indicated the many possibilities and opportunities available to Emeriti faculty, such as mentoring, teaching, serving as PI on a research grant and maintaining an active research program, chairing a dissertation committee and serving on Academic Senate committees.

My letter also mentioned our retirement planning workshops, Path Forward: Planning for Retirement and Active Engagement as Emeriti. All Senate faculty are welcome to participate. Whether you intend to retire this academic year, or in the near future, I urge you to attend.

The Path Forward Workshop series will be offered on two consecutive Friday mornings during winter quarter 2024 on, February 16 and February 23, in a Zoom Meeting Format.

  • Session I:  Navigating the Path toward Retirement
    Friday, February 16, 2024, 9:30 a.m. – 11:30 a.m.
    This workshop begins with an overview of ensuring that your emerita/us years will be both secure and professionally satisfying. Topics include understanding your rights and privileges as an emerita/us professor, negotiating a Pathways to Retirement agreement that sets out your plans for up to two years prior to retirement and three years following, and coordinating your departmental agreement with UC retirement benefits and other retirement resources. Then a representative from UC/Fidelity Services will discuss financial planning and management in your retirement years. The formal program will conclude at approximately 11:30am, at which time Q and A will be available.

Professor Emeritus David Lopez is UCLA’s Faculty Retirement Liaison. Please consult his website prior to the workshop.

Session I: Details and Registration Information (Zoom)

  • Session II:  The UC Retirement Process and Benefits in Retirement,
    Friday, February 23, 2024, 9:30 a.m. – 11:30 a.m.
    Representatives from the Campus Human Resources Office will discuss planning for retirement and navigating the UC Retirement System. Topics will include the UC Retirement Plan (UCRP) benefit payment options; survivor benefits; continuation of health and welfare benefits into retirement; and timelines for completing the retirement process. Registrants will be provided with their unique UCRP Retirement Profiles, based on their own records of UCRS service credit.

Session II: Details and Registration Information (Zoom)

Registration is required by Wednesday, February 14, 2024, or call (310) 825-7456.

If you have any questions, please contact Ayesha Dixon, Senior Director, Emeriti/Retirees Relations Center, at or (310) 825-0234.


Best Regards,

Michael S. Levine
Vice Chancellor, Academic Affairs & Personnel