News from HR

Find out more about onsite visits from CAPTRUST, Fidelity and Employee Benefits.

CAPTRUST Financial Advisors Individual Sessions
CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations.

These one-on-one sessions are offered to you solely as a benefit; be assured that CAPTRUST's role is not to sell you anything, but purely to help you make sound investment decisions. They will be held on the following:

Date

Time

Location

Friday, July 22

Noon to 5 p.m.

Eastowne Building 700 conference room Refresh

Tuesday, August 2

8 a.m. to 5 p.m.

Hedrick Building G047 Conference Room

Wednesday, August 3

8 a.m. to 5 p.m.

Hospital (Old Motel) – Medical School Wing C, Room 102  

Thursday, August 4

11 a.m. to 5 p.m.

Shared Services Center Conference Room 1105

Or schedule a time over the phone at your convenience by clicking here.

 You can schedule an appointment for the individual sessions with a professional CAPTRUST Financial Advisor by following these simple steps:

  • Click here to schedule an individual appointment.
  • Choose the location.
  • Choose an available 30 minute session.
  • Enter your information and click “Schedule It.”
  • A confirmation email will then be sent immediately.
  • A reminder email will also be sent 24 hours in advance of the meeting.
  • 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.

Fidelity Representative Session at Hedrick
Fidelity 403b representative Isaac White will be available on-site for one-on-one appointments and education sessions Monday, July 25 from 9 a.m. to 2 p.m. at the Hedrick Building Conference room G047. Please register at www.fidelity.com/reserve or call 1-800-642-7131.


Employee Benefits at Hospital
Employee Benefits office will have a representative at the hospital Wednesday, July 27 from 11 a.m. to 4 p.m. in the Medical School Wing C (old Motel) Room 102 to assist employees with benefits related questions and forms. Employees are invited to drop in or schedule an appointment.