Berkeleyan
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)