News from HR

Find out more about a scheduled TSAccess downtime, a TIAA webinar, and onsite visits from TIAA, Fidelity and CAPTRUST.

TSAccess Server Update

We have scheduled down time for the TSAccess server on Monday, March 13, from 4 to 5 p.m. Please do not plan to use that system during that time.


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 School 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 health care into your retirement plan - Tuesday, March 14 from 3 to 4 p.m.
  • Special Topic: Estate planning—taxing matters – Wednesday, March 15 from noon to 01:00 p.m.
  • Charting Your Course: A financial guide for women - Wednesday, March 15 from 3 to 4 p.m.
  • Paying Yourself: Income options in retirement – Thursday, March 16 from noon to 1 p.m.
  • Halfway There: A retirement checkpoint – Thursday, March 16 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.


Fidelity Representative Session

Fidelity representative Isaac White will be available on-site for one-on-one appointments and education sessions on Friday, March 17 and Tuesday, March 21 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.


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

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.