Operational Compliance and Calculations

The Operational Compliance and Calculations unit is responsible for:

  • Calculation and audit of all University of California Retirement Plan (UCRP) benefit calculations, ensuring calculations comply with Plan provisions and governmental regulations
  • Processing of buyback and reciprocity requests
  • Specification, development, and implementation of Retirement Plan changes
  • Ad hoc projects
  • Ongoing documentation of Plan operating policy and procedures
  • Validation of data in the University of California Retirement System (UCRS) Membership and Annuitant systems
  • Processing of UCRP Minimum Required Distributions
  • Settlement agreements involving UCRP, and
  • Administration of the Senior Management Supplemental Benefit Program