UCLA Emeriti/Retirees Relations Center (ERRC) report
CUCRA/CUCEA meeting, April 26 & 27, 2017
Since April 2016, the ERRC offered the following programs for retirees:
§ First Fridays Technical Tutorial—offered every other month (June, August, October, December, February, April) with IT volunteers; implemented timed arrivals and time limit due to increased demand
§ Fidelity consultations—individual meetings with employees/retirees several times per month at ERRC
§ Estate Planning (September 9)—trusts and other estate documents
§ Understanding Bonds and the Bond Market (September 16)—offered by University Credit Union
§ Social Security (October 19)—offered by Fidelity guidance consultant
§ P.S. Arts workshop (Saturday, December 10)—hands-on arts workshop for grandparents/grandchildren
Š Geffen Hall Plants Tour (2/16)—a UCLA professor emeritus leads periodic tours highlighting landscapes
Š Memory class (Tuesdays, 2/28, 3/7, 3/14)—offered twice per year with UCLA Longevity Center
Š Retirement Income Planning workshop (3/16)—offered by Fidelity guidance consultant
Š Path to Retirement workshops for faculty (Fridays, February 24, March 3, March 10)—offered in partnership with UCLA Faculty Retirement Liaison; topics included UCRP, retiree health plans, retirement income planning, emeriti rights and privileges and an emeriti panel; very well-received series
Š Path to Retirement workshops for staff—Discussions continue with the Human Resources Department to develop similar workshops for staff; goal is to start the classes in winter 2018
The ERRC continues to provide administrative support for the associations’ programs (monthly after-lunch programs, quarterly dinners, art shows, etc.), newsletters, awards, publicity efforts and other initiatives. The ERRC and representatives from both association boards met twice to discuss collaborative planning efforts; results of that meeting included association co-sponsorship of the after-lunch programs, tracking of attendance totals at all programs and a master planning calendar for all three entities.
The ERRC is working with on several initiatives:
Š Development of coordinated outreach materials, including banners, brochures and other items
Š “Steps to Retirement from UCLA” brochure, completed in January 2017
Š Increased frequency of retiree e-newsletter to twice per month rather than once per month
Š Write retirement articles for Staff Assembly e-newsletter and staff retirement info tables at their events
Š Retiree privileges—The ERRC continues to facilitate retiree requests for parking permits with the Parking Office, ID cards with the BruinCard Office and email continuation with the Bruin Online Office.
Š Notary services—free notary services for retirees can now resume; new staff person had to get certified
Š Caregivers’ Support group—ERRC continues to support a caregivers’ support group (with the UCLA EA)
Š Survivor outreach—we reach out to recent widows/widowers with condolence cards and phone calls
Š Database—many hours have been spent cleaning up the database and entering missing records. With the two associations, the Center continues to explore options for an improved database
Š Open Enrollment transition—The ERRC fielded numerous calls and emails from retirees who were frustrated by the PPO transition issues; most of the UC Center directors jointly wrote a letter to the RASC to suggest ideas for improve communication for future unanticipated situations such as this
Š RASC Retirement Planning workshops—we worked with the Retirees’ Association to staff an informational table and provide introductory remarks, reaching 400+ attendees.
Š Computers—the ERRC staff is delighted to report that the Academic Personnel IT office purchased new computers and double monitors for all three staff members.