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UC Retirement System Advisory Board

The UC Retirement System (UCRS) Advisory Board develops ideas or new approaches to the provisions of UCRS benefits and communicates them to the President of the University. The UCRS Advisory Board discusses concerns relating to all Members, Participants and their Beneficiaries. The major retirement plans of UCRS hold assets of $125 billion and are comprised of:

  • University of California Retirement Plan (UCRP)
  • Tax-Deferred 403(b) Plan (403(b) Plan)
  • 457(b) Deferred Compensation Plan (457(b) Plan)
  • Defined Contribution Plan (DC Plan)

Advisory Board members

The UCRS Advisory Board consists of eleven members, representing a cross-section of the UC community, who serve without compensation (but are reimbursed for necessary expenses). The members are: an officer of the University appointed by the President of the University; three persons appointed by the President of the University; the Chief Investment Officer (CIO) designee; two persons selected by the Academic Senate from the ten UC campuses; two persons from different UC locations (campus, medical center or lab affiliation) elected by active University of California Retirement Plan (UCRP) members or active Savings Choice participants in the UC Defined Contribution Plan who are not members of the Academic Senate; and two retired UCRP members or Savings Choice participants currently serving as Chair of the Council of UC Emeriti Associations (CUCEA) and/or the Council of UC Retiree Associations (CUCRA). With the exception of the two retired members, UCRS Advisory Board members must be active UCRP members or active Savings Choice participants.

Advisory board meetings

The UCRS Board generally meets three times a year in Oakland at the Office of the President. Meetings generally begin at 10 a.m. and last approximately four hours. It is the general practice of the Advisory Board to conduct its regular business meetings in open session.

The next regularly scheduled UCRS Advisory Board meeting will be held on June 14, 2024, from 10 a.m. to 2 p.m.

See minutes and agendas for past meetings.

Observers who would like to attend the Advisory Board meetings may do so, subject to seating capacity limitations. To ensure that seating is available, observers who wish to attend a meeting should notify Advisory Board staff in writing a few days in advance of the meeting. Requests sent via email should be directed to Marla Cox at Marla.Cox@ucop.edu. Requests sent via U.S. mail should be addressed to:

Retirement Policy Group
University of California
Office of the President
1111 Franklin Street
Oakland, CA 94607