News from HR

Take advantage of onsite sessions from Prudential, Fidelity, and CAPTRUST and consider participating in a Fidelity workshop!

Prudential 401k/457 Session
NC 401(k) & 457 plan representative Christy Kelly will be available for one-on-one appointments to answer your questions and help you plan for retirement on Tuesday, Feb. 7, from 9 a.m. to 3 p.m. in the Medical School Wing C, Room 102. Please email christy.kelly@prudential.com or call 919-602-8226 to schedule your appointment.


Prudential 401k/457 Session at Hillsborough
NC 401(k) & 457 plan representative Christy Kelly will be available for one-on-one appointments to answer your questions and help you plan for retirement on Wednesday, Feb. 8, from 11 a.m. to 3 p.m. at the Conference Room HBT 10012. Please email christy.kelly@prudential.com or call 919-602-8226 to schedule your appointment.


Fidelity Web Workshop: Take the First Step to Investing
This workshop will help you understand key investing concepts, common investment types, how to select a mix of different investments, the benefits of investing in your workplace savings plan and how to choose your investment approach.

There are four different sessions you can sign up for on Wednesday, Feb. 8.  Each session last one hour.

  • 11 a.m.
  • 12 p.m.
  • 1 p.m.
  • 2 p.m. 

Click here to register for this live webinar.


CAPTRUST Financial Advisors Individual Session
CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program, will be conducting individual consultations on Friday, Feb. 10, and Monday, Feb. 13, 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.

Fidelity Representative Session at Hedrick
Fidelity representative Isaac White will be available on-site for one-on-one appointments and education sessions on Tuesday, Feb. 14, from 8 a.m. to 5 p.m. 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.

Filed under: