Faculty Retirement Resources

Below are some helpful links and timing best practices for faculty and academic appointees nearing retirement readiness. In addition, UC San Diego has a Faculty Retirement Liaison who can be called on to facilitate interactions between faculty and relevant retirement contacts including health care facilitators, staff in Human Resources, and the Retirement Administration Service Center (RASC). He is also available to help faculty members planning for retirement to structure and negotiate pre- and post-retirement arrangements. Read the 10/30/15 campus notice about Professor Emeritus Dimsdale's appointment for some notes about his experience.

As Faculty Retirement Liaison, Professor Dimsdale is available to meet with faculty individually, as well as making presentations on campus.  To initiate a meeting, please contact him via email at jdimsdale@ucsd.edu

Assessing Readiness, Administrative Resources

Below are some helpful links for assessing retirement readiness or projecting retirement readiness. Many faculty find having a link to the Academic Salary Scales helpful as they begin to deliberate about the best time to retire. 

At Your Service -- Regardless, of your proximity to retirement, it is prudent to annually check your service year calculations and beneficiaries to ensure information is accurate. In addition, the "Retirement Estimator" can be viewed by logging into the At Your Service site.

Blink Benefits Representatives – For a more detailed assessment, you can contact a UC San Diego benefits counselor about your years of service, potential retirement benefits according to your employment, and more. 

My UC Retirement Benefits – Well before retirement, many appointees are interested in seeing how to maximize their pensions in the golden years.  Visit this page for information on saving and investing. A useful projection tool is the Retirement Review feature on this page.

Fidelity Retirement Services: Fidelity Retirement Services is the record-keeping and account services company for the UC Retirement Savings Program [Defined Contribution, Tax-Deferred 403(b), and 457(b) Deferred Compensation Plans]. Fidelity can provide account balances and other information about your accounts. In addition, it has interactive planning tools and other information to help you plan for your financial needs in retirement.  UC San Diego appointees can meet with a Fidelity Planning and Advice Consultant at any time, for a one on one meeting, by requesting a consultation at 1-800-343-0860 or visiting their request a consultation page.

UCnet Retirement Benefits –Check out the UC-wide retirement page with many resources including a Retirement planning resources page with links to online tools, retirement benefit classes and webinars, and contact information for the UC Retirement Administration Service Center (RASC) through which all UC retirements are processed. Visit here to read about plan eligibility and retirement plan provisions by date of hire tier.  Learn how to designate beneficiaries and see the UC Retirement Handbook for more helpful information about retiring.

See this video from RASC now (and also stop in at the excellent UCSD Retirement Association Resources page).

UCnet Retiree Health and Welfare Benefits  -- UC Net's page on continuation and change of benefits post-retirement is helpful.   When you speak with a campus benefits representative, ask how your retirement will affect your health and welfare benefits coverage.

Before Leaving Service, Inquiring about Recall to Active Duty or Potential Reappointment

Many faculty have a desire to engage in teaching, in a limited capacity, after they elect to retire. If you are at least 60 years of age with at least 5 years of UCRP service credit, your department chair may consider making a pre-retirement recall agreement. If you are interested in exploring the development of such a plan, please inform your department Chair of your interest. Many times, an appointee will ask a department chair several months before a planned separation date whether or not there may be post-retirement teaching opportunities. A minimum 30-day break in service after the date of retirement is required before a recall appointment begins. A helpful guide from UCOP is called Returning to UC Employment After Retirement.

All recall agreements are subject to curricular need and eligibility restrictions detailed in the APM 205-20.  For the full policy, see the system-wide APM 205, as well as the local PPM 230-205

Before Leaving Service, Inquiring about Pathways to Retirement

You can also explore the possibility of an individual Pathways to Retirement Plan, by which you can establish a specific date for retirement up to two years in the future and develop a plan of research, teaching and service prior to separation. You should discuss this with your Chair, who may then choose to develop such a plan in consultation with you, subject to review and approval by your Chair, your Dean, and the EVC. Possible components of such a plan may include a modified teaching schedule for up to one year, a deferral of an upcoming review (which could otherwise entail augmented teaching or service responsibilities), summer ninths for specific research or assignments performed, office or laboratory space, or some other benefit.

The Pathways program is expected to continue until further notice is provided otherwise.

Before Leaving Service, Inquiring about Department or School’s Protocols

Regardless of whether a Pathways to Retirement program or an Academic Recall agreement is initiated, it’s often best practice for faculty members to check in with their departments before they leave concerning how faculty retirement will affect pre-retirement privileges such as department voting rights, accessiblity of office space, facility use, and membership on doctoral committees. 

Additionally, as faculty prepare for retirement, another factor many are concerned with is finding a "home" for their books. The UC San Diego Library will accept, on a selected basis, many books, personal research papers, manuscripts, letters, and more.  Visit their Gift Submission Form for donation guidelines.

Initiating the Process, Notifying your Department and Division

When a faculty member or academic appointee is ready to retire, an important step in the process is providing communication in writing about a projected date of retirement to the appointee’s chair and divisional dean.

For Senate Faculty, until an appointee provides this written notice of intent, the department may not request an emergency replacement FTE or plan for a replacement recruitment, so it's helpful if this notice is provided as early as possible, preferably a year in advance.

Whenever possible, early discussion of intent is a best practice to facilitate both preparing for replacement recruitments and orchestrating clinical or curricular planning. Most academic year appointees choose to retire at the end of June, with a retirement start date of July 1, due to the alignment of payroll and service expectations. For those who plan on a July 1st retirement date, in order to receive the inactive COLA the first year, appointees must have an at least one day break in service immediately before their retirement.   Please consult with your benefits representative about how to establish separation and retirement dates to your advantage.

Fiscal year appointees, such as those in the Health Sciences, tend to have more variable retirement dates due to differences in schedules and year-round duties. 

While some retirement dates are more common than others, official notice of intent to retire can be provided at any time.  

The Benefits Office processing aspect of retirement is separate from the academic side detailed above.  The Benefits Office timeline for the filing of administrative paperwork necessary for retirement with RASC is approximately 3 months before an appointee's projected retirement date.

Post-Retirement Campus Perks

Eligible faculty members may be interested in campus benefits such as continued parking and library use.  Emeriti appointees with more than 20 years of service may be eligible for complimentary A permits. 

Further, many retired academic appointees are eligible for continued campus library privileges, though retaining remote access to library-licensed resources including databases, e-books, e-journals, streaming video, and music will require a functional Active Directory account. For specific information or about library privileges, the circulation staff can be reached at libraryborrowing@ucsd.edu or (858) 534-0134.   

Post-Retirement Sites of Interest

Visit the When You Retire from UCSD: Employee Checklist to learn about returning any UC property, keeping your permanent address current with UC, and UC San Diego resources post-retirement. 

The UC San Diego Emeriti Association and the UC San Diego Retirement Association are great resources for staying active with the UC San Diego community and connected. Both of these sites house helpful information about events for retirees, other ways to stay involved with the UC San Diego community, and related perks connected to retirement.

In addition, the Osher Lifelong Learning Institute at UC San Diego is a popular educational and cultural organization for retirees, directed by its members under the administrative auspices of UC San Diego Extension. Its approximately 600 members annually elect a set of officers and a Council to establish policy, oversee the curriculum and activities, control its financial and budget affairs, and generally maintain the organization.

Membership is open to any individual 50 years of age and above who is retired or semi-retired. Members can attend classes according to their own schedule. The only requirement for participation in Osher Lifelong Learning Institute are life experience and a desire to learn.

Retirement-Related Campus Notices for Academic Appointees

 6/9/16 Retirement Planning (A thorough and helpful tool from former EVC Suresh Subramani, with discussion of campus programs and links)

10/30/15 Appointment of Professor Emeritus Joel Dimsdale as the First UC San Diego Faculty Retirement Liaison

2/27/15 Retirement Planning