News from HR

Learn more about Open Enrollment Hospital Sessions from the Benefits Office, as well as CAPTRUST individual sessions, TIAA webinars and sessions, Fidelity representative sessions at Morrisville and Hillsborough, and a Prudential 401k/457 session.

Open Enrollment Hospital Sessions with Benefits

Here is a reminder of some upcoming sessions where you can go to receive help enrolling in 2018 benefits.  Employees can go online here to enroll themselves and view all details.

  • Friday, Oct. 6 from 10 a.m. to 6 p.m. at the hospital West Wing Training Lab
  • Monday, Oct. 9 from 8 a.m. to noon at the Morrisville Bldg. 2, 1025 Think Place – 4th Floor, Achieve Conference Room
  • Thursday, Oct. 12 from 1 to 7 p.m. at the hospital Service Response Center Conference Room
  • Thursday, Oct. 12 from 8 a.m. to 4 p.m. at the Shared Services Center, 4400 Emperor Blvd, Conference Room 1130
  • Friday, Oct. 13 from noon to 5 p.m. at the ACC, 102 Mason Farm Rd, Former Ophthalmology space
  • Friday, Oct. 13 from 7 a.m. to 4 p.m. at the Morrisville Bldg3, 5221 Paramount Pkwy, OCS Training & Development Classroom

CAPTRUST Financial Advisors Individual Session

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations Monday, Oct. 9 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.

TIAA Webinar Sessions

TIAA holds 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.  Upcoming sessions are:

  • Special Topic: All About IRAs on Tuesday, Oct. 10 from noon to 1 p.m. 
  • Money at Work 1: Foundations of Investing on Tuesday, Oct. 10 from 3 to 4 p.m.
  • Special Topic: A view from DC - Where are we and where are we going on Wednesday, Oct. 11 from noon to 1 p.m.
  • Special Topic: Quarterly economic and market update on Wednesday, Oct. 12 from noon to 1 p.m.
  • Tomorrow in Focus: Saving for your ideal retirement on Wednesday, Oct. 12 from 3 to 4 p.m.

If interested, please enroll for this live webinar at www.tiaa.org/webinars. 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.


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 on Tuesday, Oct. 17 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 Cleo Morgan will be available on-site for one-on-one appointments and education sessions Friday, Oct. 13 from 8 a.m. to 5 p.m. at the Morrisville MO 2 Succeed (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 Representative Sessions at Hillsborough

Fidelity representative Isaac White will be available on-site for one-on-one appointments and education sessions Monday, Oct. 16 from 10 a.m. to 4 p.m. at the Hillsborough HBT 10012.  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.


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 Monday, Oct. 16 from 8 a.m. to 5 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.

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