News from HR

Learn more about informational seminars on Medicare and the State Health Plan, and find out about onsite visits from CAPTRUST, Prudential, and Fidelity.

'Navigating Your State Health Plan Benefits and Medicare' Sessions are Back! 

 Beginning this month, the State Health Plan will again be offering the “Navigating Your State Health Plan Benefits and Medicare” outreach meetings statewide. These free sessions will explain important information regarding State Health Plan coverage options as they relate to Medicare. These sessions are designed for retirees who will turn 65 within the next two years, active employees who will soon be 65, or who are already 65 or older.

These meetings will run from March through July. Members can register for the onsite events here. In addition, registration is available for seven webinars on the same topic from April through August. Go to the State Health Plan website to register.


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 27 from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) Room 102
  • Thursday, April 6 from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) Room 102
  • Friday, April 7 from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) Room 102
  • Monday, April 10 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.

Prudential 401k/457 Session

NC 401(k) & 457 plan representative Christy Kelly will be available Thursday, April 13 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.


Fidelity Representative Session

Fidelity representative Isaac White will be available on-site for one-on-one appointments and education sessions Monday April 17 from 8 a.m. to 5 p.m. in the Medical School Wing (old Motel) C Room 102. 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.

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