News from HR

Onsite visits from Fidelity and CAPTRUST Financial Advisors and information about the Nov. 4 Maternity Workshop.

Fidelity Representative Sessions at Hillsborough & Hedrick
Fidelity representative Isaac White will be available onsite for one-on-one appointments and education sessions on Friday, Oct., 14, from 1 to 5 p.m. at the Hillsborough HBT 10012 room and on Wednesday, Nov. 2, from 9 a.m. to noon at the Hedrick Building Conference Room G047. Please register at www.fidelity.com/reserve or call 1-800-642-7131.

As someone who helps others for a living, your own financial well-being is often the last thing on your mind. That’s why Fidelity is here to help you develop a real, relevant plan for your investments. And we can do it on your terms. Fidelity has over 67 years of investing experience, and as a leading retirement provider to higher education institutions, we’re committed to helping you meet your goals.


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

  • Wednesday, Oct. 19, from 8 a.m. to 5 p.m. in the Medical School Wing C (Old Motel) Room 102
  • Thursday, Nov. 3, from 8 a.m. to 5 p.m. in the Medical School Wing C (Old Motel) Room 102

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. 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.

Topics covered in the half-hour individual sessions include, but are not limited to the following:

  • Understanding the changes to your plan and how they affect your retirement goals
  • Retirement Planning and Investment Strategy
  • General Financial Planning
  • Assist you with choosing a new retirement provider
  • Determine if you are on track to achieve your retirement goal

You also will have an opportunity to create a Retirement Blueprint, CAPTRUST’s new interactive retirement readiness tool. To learn more about the Blueprint you can view a short, informative video by clicking here.


Maternity Workshop
A Maternity Workshop is scheduled for Friday, Nov. 4, from 1:30 to 2:30 p.m. in the Women’s Conference Room 4 and will go over information such as: Family Medical Leave Act, Shared Leave Policy for Maternity Leave, Benefits Insurance Changes/Options, and Child Care Resources. Please register through LMS as seating is limited.