News from HR

Learn more about representative sessions with CAPTRUST and Fidelity, as well as TIAA webinars.

CAPTRUST Financial Advisors Individual Session 

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations on Thursday, Oct. 17 from 8 a.m. to 5 p.m. at 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.

Topics covered in the half-hour individual sessions include, but are not limited to the following:

  • Understanding the changes to your plan and how they affect your retirement goals
  • Retirement Planning and Investment Strategy
  • General Financial Planning
  • Assist you with choosing a new retirement provider
  • Determine if you are on track to achieve your retirement goal

CAPTRUST Financial Advisors Individual Session at Morrisville

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations on Monday, Oct. 14 from 10 a.m. to 5 p.m. at the Morrisville MO 4 Integrity (Lenovo Bldg 2) location. 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.

Topics covered in the half-hour individual sessions include, but are not limited to the following:

  • Understanding the changes to your plan and how they affect your retirement goals
  • Retirement Planning and Investment Strategy
  • General Financial Planning
  • Assist you with choosing a new retirement provider
  • Determine if you are on track to achieve your retirement goal

Fidelity Sessions 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Friday, Oct. 25 from 8 a.m. to 3 p.m. in the Medical School Wing C (old Motel) Room 102. 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.


TIAA Webinars

Click here to enroll now to any of the below sessions that interest you. 

  • Tuesday, Oct. 15 from noon to 1 p.m. - Making gifts to loved ones and charities 
  • Wednesday, Oct. 16 from noon to 1 p.m. – Understanding Health Savings Accounts (HSA)
  • Wednesday, Oct. 16 from 3 to 4 p.m. – Market-proof your retirement
  • Thursday, Oct. 17 from noon to 1 p.m. – Quarterly economic and market update
  • Tuesday, Oct. 22 from noon to 1 p.m. – Help protect you, your family and your money
  • Wednesday, Oct. 23 from noon to 1 p.m. – Understanding Medicare
  • Thursday, Oct. 24 from noon to 1 p.m. – The 411 on 529 college savings plans
  • Thursday, Oct. 31 from 3 to 4 p.m. - Planning for retirement – The why, what and how
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