News from HR

Learn more about information sessions from Prudential and Fidelity, including Fidelity representative sessions in Morrisville.

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 Tuesday, May 23, 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.


Fidelity Representative Session at Morrisville (Lenovo Building 2)

Fidelity representative Isaac White will be available on-site for one-on-one appointments and education sessions Wednesday, May 31, from 1 to 5 p.m. at the Morrisville MO 4 Productive (Lenovo Bldg 2) . 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.


Fidelity Group Workshop: Get Started and Save for the Future You

Fidelity 403b representative Isaac White will be available on-site conducting group workshops Friday, June 2, from noon to 1 p.m. in the Women’s Hospital Conference Room 4.  Please register at www.fidelity.com/reserve or call 1-800-642-7131.  Please be sure to select "UNC Health Care" as your company to ensure you see our workshops and not the university workshops.

This session focuses on:

  • Recap of competing investing priorities and why growth is still a must in retirement
  • Common income strategies and the importance of a target investment mix
  • Establishing a withdrawal strategy and the basics of MRDs

Fidelity has over 68 years of investing experience, and as a leading retirement provider to higher education institutions, we’re committed to helping you meet your goals.


Fidelity Representative Session

Fidelity representative Isaac White will be available on-site for one-on-one appointments and education sessions Friday, June 2, from 8 to 11:30 a.m. and from 1:30 to 5 p.m. in the Medical School Wing C (old Motel) Room 102.  Please register at www.fidelity.com/reserve or call 1-800-642-7131.

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