As of Sept. 1, 2023, the University moved to TIAA as the single recordkeeper for the UNC System retirement plans. We are working closely with TIAA and Fidelity on a transition plan.

A detailed transition guide will be mailed to UNC System retirement plan participants in late January 2024. The guide will provide details on key dates, specific action steps, and available resources.

UNC Optional Retirement Program (ORP)

The University of North Carolina Optional Retirement Program (ORP) is an option or alternative to the North Carolina Teachers’ and State Employees’ Retirement System (TSERS) for faculty and staff. Under the ORP, you control your investment choices, distribution methods, and retirement goals, whereas the State controls the investments under TSERS.

The University has authorized TIAA to offer investment products under the ORP. For more information about TIAA or their products, including investment options, services and fees, you should review the information on this website, as well as contact a company representative.

Optional Retirement Program Information

ORP Carrier Websites


Investment Performance


Plan and Legal Documents

Important Notices

ORP Archival Information

Plan and Legal Documents

Tier Structure

Investment Performance

Important Notices

Transition Documents 2014

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