News from HR

Find out more about an onsite session from TIAA, several scheduled sessions from Fidelity (including one in Morrisville) and a Fidelity group workshop at the Women's Hospital.

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 Tuesday, June 13 from 9 a.m. to 4 p.m. in the Medical School Wing C (old Motel) Room 102. They are available 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.


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 p.m. to 5 p.m. at the Morrisville MO 4 Productive (Lenovo Bldg 2) . Please register at www.fidelity.com/reserve or call 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.


Fidelity Representative Sessions at Shared Service Center

Fidelity representative Isaac White will be available on-site for one-on-one appointments and education sessions Thursday, June 8, from 11 a.m. to 3 p.m. at the Shared Service Center Conference room 1105.  Please register at www.fidelity.com/reserve or call 1-800-642-7131.

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