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Kathy W Bryant
Mid-Year Financial Check-Up
As we continue to navigate the ups and downs of persistent inflation, many Americans are feeling the financial strain. With 2025 already halfway through, now is the perfect time to take a step back and review your finances — and explore ways to find some much-needed...
Navigating a Volatile Market
When markets begin to fluctuate, it's natural to feel uneasy and want to take action. However, in many cases, the wisest move is to pause and thoughtfully consider your options. Reacting too quickly can disrupt your long-term savings and retirement goals. Staying the...
Have you reviewed your UNC Retirement Account beneficiaries recently?
Ensuring your beneficiaries are up-to-date is one of the most important financial decisions you can make. Login to TIAA.org today to review your account.
Are you prepared for retirement?
In a recent survey by MissionSquare Research Institute, as many as 60% of public employees across the United States felt like they lacked adequate support for retirement planning and needed more guidance on how much they should be saving for retirement. As a...
What is captrust at work?
As part of your benefits package as a UNC System employee, CAPTRUST at Work provides you with a comprehensive suite of products and services, including some that are focused on improving your financial wellness. CAPTRUST at Work provides comprehensive and tailored...
The importance of Beneficiary designations
One of the most important financial moves you can make is to take the time to name your beneficiaries for your UNC Optional Retirement Plan and/or Supplemental retirement accounts. If no beneficiary is named for each of your accounts, the money will typically go...
How does Social Security work and will it last?
Social Security is a fairly simple idea and CAPTRUST at Work has useful resources to help break it down. During your career you and your employer pay a portion of your income into the Social Security trust fund. In return, you will receive a benefit when you need it...
EDO Did You Know: FERPA
The Family Educational Rights and Privacy Act (FERPA) is a federal law enacted in 1974 that protects the privacy of student education records. The UNC System policy manual outlines FERPA in Section 700.2 of the UNC Policy Manual. FERPA informs the way we access,...
Upcoming EHRA Conversion Information Sessions
Are you interested in converting to EHRA status? The System Office is opening up EHRA elections for all eligible employees this month! Employees currently eligible for EHRA conversion will receive an election form on Monday, March 24, via email, and will have 60 days...