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Retirement should be a rewarding milestone in your career. But how do you know you’re on the right path to the future you want? Meet with representatives from our retirement plan vendors for financial and retirement-related advice. These certified financial advisers meet with employees at no cost or obligation to the employee and provide expert advice and resources to UNC-CH Staff and Faculty.


Fidelity

Meet with your dedicated Fidelity Retirement Planners to:

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

Experienced advisers from Fidelity are available to assist with planning and advice to help meet your financial goals.

Schedule your Appointment

You can schedule a 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 University of North Carolina System, and then select “Phone” as Appointment Type.


TIAA

TIAA’s local Chapel Hill financial consultant is available for personalized financial advice and can help you review your retirement planning 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 financial 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.


Prudential

Meet with 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

Schedule your Appointment

Prudential counselors are 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 can be scheduled now. Call 919-602-8226 to schedule an appointment today.


CAPTRUST

CAPTRUST Financial Advisors provide independent retirement plan advisory services to UNC-CH employees. Topics covered in individual advisory sessions include, but are not limited to the following:

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

Schedule your Appointment

To schedule an appointment, visit the CAPTRUST scheduler webpage. If you have any questions or need assistance, please call CAPTRUST at 800.967.9948.