News from HR

On-site visits from Fidelity, Prudential 401k/457, Vector Security, Employee Benefits, and CAPTRUST.

Fidelity
Fidelity 403b representative Cleo Morgan or Isaac White will be available on site for one-on-one appointments and education sessions on Monday, Nov. 16, from 6 a.m. to 2 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.


Prudential 401k/457
NC 401(k) & 457 plan representative Margaret Hendershot will be available on Monday, Nov. 16, from 10 a.m. to 1 p.m. in the Children's Hospital lobby to answer questions and from 1 to 4 p.m. in the Medical School Wing C, Room 104, for one-on-one appointments to answer your questions and to help you plan for retirement. Please email Margaret.Hendershot@prudential.com or call 336-482-7093 to schedule your appointment.


Vector Security
Stop by and see our Vector Security representative on Tuesday, Nov. 17, from 11 a.m. to 2 p.m. in the Children's Hospital lobby to explore how to best protect those things that matter most to you. If you are unable to attend, contact the representative directly - Drew Jones at 919-817-2455 or AJJones@vectorsecurity.com.


Employee Benefits
Employee Benefits office will have a representative at the hospital on Wednesday, Nov. 18, from 11 a.m. to 4 p.m. in the Medical School Wing C (Old Motel) Room 102, to assist employees with benefits-related questions and forms. Employees are invited to drop in or schedule an appointment.


CAPTRUST Financial Advisors
CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program, will be conducting individual consultations on Monday, Nov. 30, and Tuesday, Dec. 1, from 8:30 a.m. to 5 p.m. in the Old Motel – Wing C, Room 104. Click here to learn more.

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
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