UC Berkeley News


Resources on the UC Retirement Plan

26 October 2006

Berkeleyan coverage
Part 1: The holiday's over
Part 2: Many eyes on the pension prize

Below we provide a selection of resources relating to the Berkeleyan's two-part series on UC's intention to restart contributions to the University of California Retirement Plan.

UC resources

The Future of the UC Retirement Plan (UCOP)
University of California Retirement Plan Investment Policy Statement, May 2, 2006
• Minutes of UC Regents meetings (in particular, of the Committee on Investments and the Investment Advisory Committee)
- 1999–2005
- 2006
UC Treasurer's Office "Quarterly Investment Information", with links to annual reports, quarterly investment information, UCRP investment policy and holdings
Systemwide Academic Council memo on the proposed restart of contributions to UCRP

Background and analysis

Pension Rights Center, a consumer organization that produces easy-to-understand materials on "retirement security" issues
State pension-reform proposals, a comprehensive site from Berkeley's Institute of Governmental Studies Library
Website of Professor Emeritus Charles Schwartz, including a series of papers on "What's Happening With the Pension Fund?" and other materials

Actuarial reports

Venuti & Associates report: "UC Retirement Plan — Funding Issues," prepared at the request of the University of California Union Coalition
The Segal Company report: "University of California Retirement Plan (UCRP) Discussion of Venuti and Associates Report," prepared at UC's request

News media

"UC deal followed big gift to GOP" (S.F. Examiner, July 16, 2000)
"UC Regents to discuss treasurer's resignation" (S.F. Chronicle, Aug. 12, 2000)
"More GOP donations preceded UC contract" (S.F. Chronicle, Aug. 13, 2000)
Report on regents' pension-contribution plan (Chronicle of Higher Education, June 30, 2006)



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