Meet one-on-one with a workplace financial consultant

Who says the era of meeting face-to-face is over? At UC, you can sit down one-on-one with a UC-dedicated workplace financial consultant to review your plan for saving for retirement and your other financial goals—when and where it’s convenient for you. It’s a service of the UC Retirement Savings Program, and it’s available to you at no additional cost.

Meet with a workplace financial consultant when it’s convenient for you.

According to a recent study, 92% of Americans say that nothing makes them happier or more confident than when their finances are in order.*

That’s why UC makes workplace financial consultants available for one-on-one meetings. With this service, UC is working to help you simplify the decision-making process.

Meeting with a UC-dedicated workplace financial consultant is easy

You can schedule a one-on-one meeting online to meet with a specific UC workplace financial consultant and set up a time that works for you.

Prefer to talk now? Call a UC-dedicated workplace financial consultant at 1-800-558-9182. No appointment necessary.

Update: February 2021

Due to the COVID-19 pandemic, in person one-on-one meetings are not currently available. We encourage you to speak with a UC-dedicated workplace financial consultant by calling 1-800-558-9182 (no appointment necessary).