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

July 5, 2017

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.


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.

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 or by phone, 919-602-8226 to schedule an appointment today.


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

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


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

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’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 or call 800-732-8353. You can also get a personalized retirement action plan using the TIAA online Retirement Advisor tool at

View Training Records In Manager WorkCenter

July 2, 2017

Supervisors who have employees reporting to them directly or indirectly can see their current employees’ training records in ConnectCarolina. Gaining access to see training records happens automatically as long as you have someone reporting to you.

All training records dating back to 1991 that have been uploaded into the ConnectCarolina system are available to see. For example, classes taken through the Office of Human Resources such as Ethics in the WorkPlace, show on the employee’s training record. Classes of a personal nature such as Let’s Talk TSERS or Planning for Parental Leave do not show in the training records.

Instructions & More Information

July Learning Opportunities At OHR

June 23, 2017

All UNC-Chapel Hill faculty and staff are invited to register for and attend the various courses offered by the Office of Human Resources Organization and Professional Development team. New to our course catalog this month is “Extreme Makeover: UNC Policy Edition,” which will guide attendees on using the new university-wide policy template.

View all July courses & registration instructions

State Health Plan Changes Effective January 1, 2018

June 9, 2017

It’s not too soon to start thinking about your annual opportunity to update your health insurance coverage, which occurs each October. With that in mind, here are some changes for the 2018 plan year that were recently approved by the State Health Plan’s Board of Trustees. The State Health Plan said the changes are designed to provide members with predictability in their benefits and begin the task of improving the Plan’s financial stability.

Changes are effective for the benefit plan year beginning Jan. 1, 2018 and include:

Freezing family health care premiums
This provides an initial step toward improving the affordability of plan benefits for families. North Carolina does not subsidize dependent care coverage, resulting in 80 percent of plan members choosing individual coverage.

Eliminating the Consumer-Directed Health Plan (CDHP 85/15)
This change is being made to reduce complexity and provide long-term financial stability. As a result, current plan participants are encouraged to “spend down” Health Reimbursement Account (HRA) funds, as funds will not rollover for use in 2018. HRA funds will only be available for claims incurred in 2017 and submitted for processing before March 31, 2018.

Reducing the wellness premium credit activities from three to one
Also in an effort to reduce complexity and minimize enrollment errors, only the tobacco attestation wellness credit activity will be maintained in 2018.

Setting employee-only base premiums for the Traditional 70/30 Plan at $25 per month, and for the Enhanced 80/20 Plan at $50 per month
This aligns the state of North Carolina more closely with other, comparable states and creates a more balanced approach for spreading cost increases across the population. These rates assume completion of the tobacco attestation wellness credit activity. Non-Medicare primary retirees will not be required to complete the tobacco attestation or pay a premium for the Traditional 70/30 plan.

Visit the State Health Plan’s website for information and updates. Information on annual enrollment will be available in a few months.

Payroll Website Offering New Features for Employees

June 7, 2017

Payroll Services recently announce an update to the Payroll Schedules website. Employees can now access the biweekly or monthly pay calendar information by choosing the applicable employee type.

Additionally, administrators and HR representatives can access more information, including deadlines, on the pay calendar page either by clicking Lockout and Confirm Schedule for a specific pay period or by downloading the PDF version. This webpage attempts to combine the previous Payroll Schedule webpage and Human Resources processing calendar into a central webpage.

HR/Payroll Deadline Calendar In Outlook

Based on requests from users, Payroll Services has also created a calendar in Outlook that can be used to track all of the deadlines involved in the University’s HR and Payroll processes. This calendar can be opened from the UNC Address Book in Outlook using the name “HR/Payroll Deadline,” and the calendar can then be used side-by-side or as an overlay on your personal calendar.

As any deadlines are changed throughout the year they will be updated on this calendar so that it is always the most recent version of these dates. Instructions for how to access the HR/Payroll Deadline calendar are available via Payroll’s Payroll Schedule site referenced above. Please contact your IT support person if you need assistance selecting or using this calendar.

NOTE: Some ConnectCarolina users are experiencing an issue with the system logging them out after clicking the Home link. If you experience this, try clearing your browser cache or opening ConnectCarolina in another browser. If the problem continues, please submit a help request.

Carolina 20 Year Society Banquet: Celebrating Two Decades Of Service To UNC

May 25, 2017

On Monday, May 22, UNC-Chapel Hill inducted 156 faculty and staff into the Carolina 20 Year Society. Held at the Carolina Inn, the event featured a banquet dinner, with remarks by Chancellor Carol Folt and Vice Chancellor Felicia Washington, J.D.

View Event Photos on Flickr

Those inducted into the Carolina 20-Year Society:

Kimberly T. Abels
Jay Aikat
Kim Allen
David N. Ammons
Murray F. Anderegg
Allen L. Anderson
William L. Andrews
Xin Hong Ao
David B. Arnold
Janice Badstein
Fredia Banks-Marsh
Hope Baptiste
Beth Perry Black
Dean Blackburn
Cheryl L. Blake
David L. Blakemore
Scott Blalock
Richard K. Boone
Gina M. Bradford
Anita T. Braxton
Thomas E. Brickner
Sharon Brinson
Lynne M. Brody
DeChanile J. Brooks
Benita W. Burton
Rebecca J. Butler
Elizabeth K. Byars
Jean Livermore
Suzanne Canipe
Karen W. Clayton
Samuel Jason Clemmons
Steven Jay Coil
Marcus Collins
Linda Convissor
Cheryl A. Cooper
Susan Coppola
John Cotton
Elizabeth E. Crowley
Beverly G. C. Whitfield
Patrick R. Day
Jayson L. Delisle
Richard Lee Dennis
Clark R. Denniston, M.D.
Richard L. Deselm
Zbigniew Dominski
Dean F. Duncan, III
Robert J. Duronio
Doug Edmunds
James B. Entzminger
Debra L. Etheridge
Cherie Culberson Ezuka
Lynne Farber
Miranda Fearrington
Melissa R. Florio
Greg Forest
Leslie Fulcher
William K. Funkhouser, MD PhD
Jennifer M. Fusco
Kathleen M. Gray
Thomas Gray
Jyotsna J. Gupta
Katarina L. Haley
Nealy Hall
Penny W. Harris
Anne S. Hastings
William A. Hayes
Janet Hendrickson-Smith
Bob Henshaw
Peggy Hensley
Verita Eure Hinton
Christopher J. Hirth
Marcia M. Hobbs
Sandra H. Hoeflich
Kelly A. Hogan
Jeffrey L. Houpt
Christian Iliadis
Camille B. Izlar
Jorge Izquierdo
Jerma A. Jackson
Linda Jacobson
Cathi L. James
Guifeng Jin
Larry Johnson
Joy Mann Jones
Christina M. Kasprzak
Laurence M. Katz
Terri W. King
Steven M. Kolins
Abhijit V. Kshirsagar
Tammy M. Lambert
John A. Le
Jessica Y. Lee
Cheryl L. Leguillow
Lynn E. Lloyd
Cheryl V. Long
William T. Lowery II
Paula R. Lunsford
Cherry S. Marsh
Christopher F. Martin
Robert J. Mazurek
Karen McCollough
Samelia O. McIver
Winifred Fordham Metz
Jodi P. Mills
Brenda O. Mitchell
Mark A. Moon
Cecelia D. Moore
Victoria L. Moore
Erin S. Moseley
James D. Moseley
Patrick H. Nachman
Leena A. Nylander-French
Mary Hayden O’Dwyer
Ann B. Oldham
Bryan R. Parker
Carly A. Perin
David W. Pfennig
Nell K. Phillips
Raymond J. Pickles
Alexis A. Pojafsky
Valerie Price
Dana Muriel Rea
Thomas J. Reinert
Laura E. Respess
Allen Douglas Samuelson
Chinita C. Scarboro
Janet B. Scearce
Lisa E. Sheffield
Brian B. Sheitman
Brenda Manning Shryock
Janice S. Simmons
Beverly A. Sizemore
George W. Small
James E. Smith II
John E. Sondek
Doreen Steed
Beat D. Steiner
Kimberly Stoen
Charles D. Streeter
Jeffrey T. Summey
Beth Tanner
Dan Thacker
Karen D. Thompson
Carol P. Tresolini
Lynda M. Turner
Stephanie D. Volk
Shirley Walker
Dana Lacock Ward
Kevin M. Weeks
Joan W. Whaley
Carla Y. White
Brian E. Whitling
Michael A. Williams
Bing Yu
Chuan-An Zhang
Otto Z. Zhou

June Learning Opportunities

May 18, 2017

All UNC-Chapel Hill faculty and staff are invited to attend classes hosted by the Office of Human Resources Organization and Professional Development. New this month is a course called “Basics of Estate Planning,” as well as two webinars: “Building Mental Fitness for Optimal Brain Power” and “The Finances of Purchasing Your Own Home.”

See the full list of June 2017 courses & registration instructions (PDF)
Search the entire Spring 2017 Course Calendar
Visit ConnectCarolina to register for courses

Honoring decades of excellence in service

May 12, 2017

On Monday, May 8, faculty and staff from all over the UNC-Chapel Hill campus joined together at the Carolina Inn to honor those who have given 25, 30, 35, 40, 45 – and yes, even 50 – years of service to the University. The celebration included high tea and hors d’oeuvres, a keynote address by Chancellor Carol Folt, and an awards ceremony lead by Vice Chancellor Felicia Washington, J.D.

Read More →

State Health Plan dependent eligibility audit

May 11, 2017

The North Carolina State Health Plan is constantly working to provide the best return on investment as well as reducing complexity and building value for all of its members. As an important step towards managing costs, the State Health Plan is conducting an audit to verify eligibility of dependents covered by the Plan.

This audit will focus on all subscribers with dependents under the age of 75 as of April 19, 2017. Subscribers with enrolled dependents will soon receive a request to provide documentation of their dependents by July 31. If you receive mail from the State Health Plan, please open it and take action. Documentation that supports dependent eligibility may be uploaded in the eEnroll system through the ConnectCarolina Self Service portal.  Failure to respond and produce the required documentation will result in termination of the dependents’ coverage under the Plan effective August 1, 2017.

Governor Cooper Launches State Employee Appreciation Week

May 5, 2017

To honor public employees, North Carolina Governor Roy Cooper has proclaimed May 7-13, 2017, as “State Employee Recognition Week” and May 10 as “State Employee Appreciation Day.”

To honor public employees, North Carolina Governor Roy Cooper has proclaimed May 7-13, 2017, as “State Employee Recognition Week” and May 10 as “State Employee Appreciation Day.”

Governor Cooper released this message thanking state employees for all of our important contributions to the state of North Carolina.

Governor extends special invitation

Governor Cooper and First Lady Kristin Cooper invite state employees to join them after work at the North Carolina Executive Mansion on Wednesday, May 10 from 5:00-6:30 p.m.

The Executive Mansion is located at 200 North Blount St., Raleigh, NC 27601. State employees can enter at the main gates on Blount Street and are asked to bring employee identification with them. Employees who wish to attend should do so on their personal time, including any travel time.

As Governor Cooper travels the state in the coming weeks and months, he also hopes to visit with state employees outside of the Raleigh area.