News from HR

Learn about onsite visits from CAPTRUST, Prudential and TIAA, as well as web workshops from Fidelity and webinars from TIAA.

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

  • Monday, March 6, from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) Room 102
  • Thursday, March 9, from 11 a.m. to 5 p.m. at the Hillsborough Conference Room HBT 10012 

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 Web Workshop
The following web based workshops on Friday, March 3, are available to you:

  • Create a Budget, Ditch Your Debt and Start Saving for the Future - four different sessions each lasting one hour from 11 a.m. to 2 p.m.
  • Click here to register for one or more of these live webinars (you must login to Net Benefits to go to the webinar section).

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


TIAA Session
You can discuss your personal financial situation with an experienced TIAA Financial Consultant on a confidential basis at no additional cost to you. They are available Tuesday, March 14, from 9 a.m. to 4 p.m. in the Medical Scho,ol Wing C (old Motel) Room 102 to discuss how to help you pursue your financial goals by investing in financial products such as mutual funds, brokerage, life insurance and annuities. Space is limited, so please RSVP as soon as you can. Register at www.tiaa.org/schedulenow or call 800 732-8353.


TIAA Webinars
TIAA is introducing webinars through its interactive site called the Virtual Environment. This innovative resource offers users 24/7 access to a wide range of articles, on-demand seminars, and live monthly seminars on a variety of essential financial topics. This next webinars are scheduled for:

  • Dismantling myths about annuities - Tuesday, March 14, from noon to 1 p.m.
  • Healthy Numbers: Integrating healthcare into your retirement plan - Tuesday, March 14, from 3 to 4 p.m.

If interested, please enroll for this live webinar at www.tiaa.org/ve. You will need to setup a login account using your email and a password. Then, you can register for this and any other live webinars TIAA offers and will get email confirmations as well. These live events will give participants real world financial tips, tactics and techniques to help start, build, and maintain your retirement savings. Space at these webinars is on a first-come, first-served basis.