The Postdoc Retirement workshop is held every month with the Lab's Fidelity representative, Nancy Pargot. All meetings will take place on Fridays, from 1:00 - 2:00 PM.

Upcoming workshops:

• Participants will need to complete a registration form. Zoom details will be provided in the confirmation email.

• Postdocs are automatically enrolled in the UC Defined Contribution Safe Harbor Plan upon hire. Postdocs contribute a mandatory 7.5% of their regular salary, in lieu of paying into Social Security. 

• Your deductions are saved in your retirement plan as noted above. You can view your account balance and make investment decisions on Fidelity’s webpage. 

• Upon leaving the Lab and UC system, you will be allowed to withdraw or rollover your account to another eligible retirement savings plan (e.g. 401K, 403B, etc.) 

• Postdocs who are non-residents are exempt from this deduction, until they are considered a resident for tax purposes. 

• For more information on your UC Defined Contribution Safe Harbor Plan, we recommend you attend the next retirement workshop (see calendar).

• Questions regarding your resident status for tax purposes can be directed to Sui Jen, Senior Payroll Specialist at shjen@lbl.gov or x 7166.