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Plan your Retirement Right: Meet with Representatives from Prudential, CAPTRUST, Fidelity & TIAA

July 5, 2017 | In Uncategorized

Retirement should be one of the most rewarding destinations of your career. But how do you know you’re on the right path to the future you want? Take a few minutes to meet with a representative from Prudential, CAPTRUST, Fidelity or TIAA to learn more about your contributions, investments, debt management and more.

Prudential

Meet with Christy Kelly, your local Education Counselor, to learn more about the NC 401(k) Plan and the NC 457 Deferred Compensation Plan’s benefits, including:

  • Pre-tax and Roth after-tax contribution options
  • A variety of investments to help you reach your goals
  • GoalMaker®, a free asset allocation tool that helps you choose your investments in minutes; and much more.

Dates: 

  • Tuesday, August 1 | 9:00am to 4:00pm
  • Tuesday, September 5 | 9:00am to 4:00pm
  • Tuesday, October 3 | 9:00am to 4:00pm
  • Tuesday, November 14| 9:00am to 4:00pm
  • Tuesday, December 5 | 9:00am to 4:00pm

Location:

Office of Human Resources
Administrative Office Building
104 Airport Drive, Chapel Hill, NC
Room 1501-C

Schedule your Appointment

Christy Kelly will be available to meet one-on one to help both with the enrollment process and those already enrolled who want to make changes or ask questions. Appointments will be every 30 minutes, and can be scheduled now. Please contact Christy at Christy.kelly@prudential.com or by phone, 919-602-8226 to schedule an appointment today.

CAPTRUST 

CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be visiting UNC-Chapel Hill to conduct on-site individual advisory sessions. Topics covered in the 45 minute individual advisory sessions include, but are not limited to the following:

  • Retirement planning
  • General financial planning
  • Debt management
  • Investment education and advice

Dates: 

  • July 6
  • July 13
  • July 19
  • July 27
  • August 3
  • August 10
  • August 17
  • August 31

Location:

Office of Human Resources
Administrative Office Building
104 Airport Drive, Chapel Hill, NC
Room 1501-C

Schedule your Appointment

Click here to schedule an appointment

  1. Choose your location
  2. Choose the 45 minute session you wish to attend.
  3. Enter your information and click Schedule It. A confirmation email will then be sent immediately.
  4. A reminder email will also be sent 24 hours in advance of the meeting.
  5. If you need to cancel or change your meeting time, click the link received in the confirmation/reminder email. Then enter your last name and confirmation number.
  6. If you have any questions or need assistance, please call CAPTRUST at 800.967.9948

Fidelity

Meet with Cleo Morgan, your dedicated Fidelity Retirement Planner, to:

  • Manage your retirement savings goals
  • Review investment choices
  • Build a plan that’s easy to put into action

Cleo visits the campus weekly, conducting one-on-one appointments and group workshops. This is a great chance to talk through the UNC investment lineup or get your questions answered on the Retirement Program options.

Schedule your Appointment

Schedule a free one-on-one appointment by calling 1-800-642-7131 or register for an appointment online by visiting fidelity.com/reserve.

Reservations are required for the one-on-one appointments. When scheduling, first choose UNC, and then choose your campus location or simply call 1-800-642-7131 and schedule by phone.

Please consider bringing relevant account statements and any paperwork to help address your questions and needs.

TIAA 

TIAA’s local Chapel Hill financial consultant, Logan Sharpe, will be available for personalized advice and education sessions. He can help you review your retirement savings by answering these important questions:

  • Am I on track to meet my retirement goals?
  • Are my investments allocated appropriately?
  • How much retirement income will I need?

Schedule your Appointment

To set up your advice session, visit TIAA.org/schedulenow or call 800-732-8353. You can also get a personalized retirement action plan using the TIAA online Retirement Advisor tool at TIAA.org/retirementadvisor.