Retirements and Recalls

UC Davis honored for innovative efforts in faculty retirement programs/policies!

UC Davis received one of five awards given to research institutions from the 2012 Alfred P. Sloan Foundation and the American Council on Education (ACE) for innovation in faculty retirement transition programs and policies. A total of 15 awards were given to a range of institutions, including Baccalaureate colleges, Masters Large Institutions, and Doctorate-Granting Universities. UC Davis continues to find ways to support those faculty considering retirement and those who make the transition. Read the ACE press release.

Retirement Dates for Academic-Year Employees

Academic-Year appointees serve from the beginning of the service period in fall to the end of the service period in spring. The service periods for each quarter are published in the University Academic Calendar. Although Academic-Year appointees work nine months, they are paid 12 months, and are pre-paid to some extent for each quarter of service.  Academic-Year pay periods are:

July 1 – October 31 – Fall Quarter Pay Period

November 1 – February 28 (29) – Winter Quarter Pay Period

March 1 – June 30 – Spring Quarter Pay Period

(See APM 600-20, 600-21 and APM 600 Appendix 6)

When an Academic-Year appointee is considering retirement mid-year, it is important to remember that the date of separation must correspond to the Pay Period End Date for the quarter, even though the appointee will need to complete the service period for that quarter.  Otherwise, payment beyond the Pay Period End Date for the quarter could result in overpayments that the appointee would be required to pay back.

For example, Professor Academic-Year would like to retire at the end of Fall Quarter on December 31st, and she wants to take an annual annuity retirement option, rather than a lump sum.  She is paid for her Fall Quarter service with paychecks for July (received on or about August 1st), August (received on or about September1st), September (received on or about October1st) and October (received on or about November 1st). She provides service to the University in Fall Quarter (late September, October, November and December).  Her last day on pay status would be October 31st and she would not receive pay checks for December 1 or January 1.  Any payments beyond November 1 would result in overpayment which she would need to repay to the University.  Should she wish to continue her benefits coverage after November 1, she would need to contact the UCD Benefits Office and/or Retirement Administration Service Center (RASC) to continue coverage payments.

General Information on Retirement Benefits

The Retirement Administration Service Center (RASC) at the Office of the President in Oakland offers information and counseling for academic and staff employees for individual retirement planning. http://ucnet.universityofcalifornia.edu/contacts/rasc.html Visit the UC Davis Benefits website and the UCOP At Your Service website for information on pre-retirement savings programs, retirement income and medical benefits after retirement.

The Retiree Center also offers a variety of services to help with pre-retirement planning and the transition to retirement, as well as ways to stay engaged in campus community life after retirement. This unit also supports the work of the Emeriti and Retirees' Associations.

The document "Resources for Academics Considering Retirement" contains helpful summary information and a list of resources on the web.

How will your retirement check compare to your paycheck?

If you’re a longtime UC faculty member, you may be surprised to see that the amount of your retirement check is not far off from your final paycheck.  If you want to create a similar comparison of your paycheck and potential retirement check, there are tools on UCnet and At Your Service Online to help you.

To estimate your retirement benefit, sign in to At Your Service Online (https://atyourserviceonline.ucop.edu/ayso/), and click on “retirement estimator” in the lower left corner. Then select “View More Monthly Income Options”; fill out the form and select “alternate payment options” at the bottom of the form to see the monthly retirement income, survivor and contingent annuitant benefit options. Note that, if you choose your spouse or domestic partner as your contingent annuitant, he/she would receive both the survivor and contingent annuitant benefit.

You can also estimate tax withholdings while signed in to At Your Service Online. Under “Income & Taxes,” choose “Tax Withholdings” and then “Estimate Tax Withheld”

Retiree health insurance premium costs are available at: http://ucnet.universityofcalifornia.edu/compensation-and-benefits/health-plans/medical/retiree-plan-costs.html

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Retirement Planning Classes

  • "Transitioning to Retirement" Workshops

    "Transitioning to Retirement," a new pilot program with separate sessions for UC Davis faculty/academics and staff, provides valuable information and tools to assist with planning a successful strategy for retirement. This five-part workshop series encompasses several different aspects of retirement planning, including:

    • UC pension options
    • Retiree health benefits
    • Social Security
    • Budgeting/financial considerations
    • Work/life transitions

    All sessions require pre-enrollment. Information about the program along with enrollment instructions are available on the Staff Development and Professional Services website, under the "Training/Course Catalog/Orientation and Benefits" tab. These workshops are intended for employees/appointees within five years of retirement. When sessions are offered, space is limited, so early registration is advised.

    For more information, e-mail the UC Davis Retiree Center or call (530) 752-5182.
  • Fidelity Retirement Services

    The UC Davis Benefits Office sponsors several financial workshops, presented by the representative from Fidelity Retirement Services. Workshop topics include the UC Retirement Savings Program, building a portfolio, preparing savings for retirement, establishing and maintaining an estate plan, and others. Reservations are recommended. The Fidelity reservation line is available Monday through Friday, 5:00 a.m. to 9:00 p.m. Pacific Time at (800) 642-7131. Please visit UC's At Your Service website for the most up-to-date course offerings and descriptions and for schedules for the Davis and Sacramento campuses.

  • Additional workshops on the Davis campus

    In addition to the workshops offered by Fidelity Retirement Services, the campus Benefits Office offers a Retirement Planning class throughout the year. The class presents an overview of the pension and survivor benefits provided by the University of California Retirement Plan (UCRP), as well as information about health insurance eligibility for retirees. It runs approximately 3 hours and is designed for UC employees who are within 5 years of retirement. The retirement preparation classes are listed on the Staff Development and Professional Services (SD&PS) website (search for "retirement").

  • Additional workshops on the Sacramento campus

    The health system offers a variety of retirement preparation classes. Class topics include "Transition from Work to Retirement," "Social Security," "Long-Term Care Insurance," and "Estate Planning." Complete course descriptions, schedules, and registration information are available on the Training and Development Department website.

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Emeritus Status

Emeritus status is automatically granted to tenured members of the Academic Senate at the time of retirement.

For those who held an academic position at the time of retirement and who are not members of the Academic Senate, the academic appointee may be nominated and reviewed for conferral of the Emeritus title. Criteria for Emeritus status include:

  • at least ten years of University service;
  • attainment of the highest rank in the individual's title series; and
  • evidence of noteworthy and meritorious contributions to the educational mission and programs of the University.

See APM 120 and UCD 120 for policy and procedures on the nomination and review process.

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Recall to Service after Retirement

For those who held an academic title prior to retirement, a recall appointment to active service may be an option. APM 205 outlines the general university policy and procedure on recall appointments. Also see the UCRP Factsheet “Returning to UC Employment After Retirement". Based on departmental needs and resources, recall activities might include:

  • extramurally funded research
  • teaching - including possible opportunities for teaching in Summer Sessions, developing and     leading a Summer Abroad program
  • volunteering to teach Freshman Seminars
  • advising students
  • serving on committees
  • serving in an administrative position

Recall appointments may not exceed a total of 43 percent time per month, inclusive of all recall appointments.  The maximum salary rate for recall appointments that include teaching, research, or other non-administrative duties is the individual’s annual base salary rate (including any off-scale salary) for the academic position held at the time of retirement, range adjusted forward, then multiplied by .43.

Fiscal Year Appointees (excluding Health Sciences Compensation Plan members)

The formula for a Fiscal Year appointee who had an off-scale at the time of retirement is:

A [total base] + B [off-scale salary] = T [total salary at the time of retirement]

(Note: The total salary at the time of retirement must be range adjusted forward to the current base scale at the same rank and step.   The off-scale increment is then multiplied by the percent of adjustment applied to each scale for each range year.) See table Range Adjustment Percents for Calculating Recall Salaries.

T ÷ 12 = M [monthly rate at 100%]
M [monthly rate at 100%] X .43 [maximum percent allowable under recall]
= Z [maximum allowable monthly salary under recall]

For example, the maximum allowable monthly salary for a Professor –Fiscal Year, Step I, with a base salary of $92,900 and an off-scale salary of $7,100 for a total salary of $100,000 on recall would be $3,583.33:

$100,000 (total base + off-scale salary) ÷ 12 = $8,333.33 (monthly rate at 100%);
$8,333.33 (monthly rate at 100%)  X .43 (maximum allowable percent under recall) =
$3,583.33 (maximum allowable monthly salary under recall)

Academic Year Appointees

The formula for an Academic Year appointee who had an off-scale at the time of retirement is:

A [total base] + B [off-scale salary] = T [total salary at the time of retirement]

(Note: The total salary at the time of retirement must be range adjusted forward to the current base scale at the same rank and step.   The off-scale increment is then multiplied by the percent of adjustment applied to each scale for each range year. ) See table Range Adjustment Percents for Calculating Recall Salaries

T ÷ 9 = M [monthly rate at 100%]
M [monthly rate at 100%] X .43 [maximum percent allowable under recall]
= Z [maximum allowable monthly salary under recall]

For example, the maximum allowable monthly salary for a Professor –Academic Year, Step I, with a base salary of $80,100 and an off-scale salary of $7,900 for a total salary of $88,000 on recall would be $4,204.45:

$88,000 (total base + off-scale salary) ÷ 9 = $9,777.78 (monthly rate at 100%);
$9,777.78 (monthly rate at 100%) X .43 (maximum allowable percent under recall)
$4,204.45 (maximum allowable monthly salary under recall)

For faculty who were appointed in the School of Medicine at the time of their retirement, membership in the Health Sciences Compensation Plan (HSCP) as a recalled academic appointee is determined by the HSCP salary structure.  See APM 205-18b. for additional information.

APM 205-20 outlines pre-retirement recall guidelines for those who are recalled specifically for teaching.

UC Davis has additional Guidelines for Recall for Teaching and a Checklist for Recalls.

Recall to active service requires pre-approval. All recalls requests may be initiated by the department using the Academic Affairs Forms On-Line system or through a request from the department chair, through the Dean, to the Vice Provost—Academic Affairs.

Research Professor Title

This payroll title of Research Professor may be requested by Emeriti Professors who wish to continue to apply for research grants and will be recalled to work for teaching and extramurally funded research, or extramurally funded research only.  Once approved, the Research Professor title may be used on grant applications.