
Important
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
Booklets
Plan and Legal Documents
Important Notices
- Secure 2.0 Impact on UNC Retirement Plans 10-2023
- UNC-Retirement Plan RFP Award Notice 08-2023
- UNC Fund Notice 08-2023
- UNC Retirement Plan RFP Notice 04-2023
- UNC Fund Notice 07-2022
- UNC Fund Notice 02-2022
- UNC Fund Notice 04-2021
- UNC Fund Notice - 11-2020
- CARES Act Update 08-2020
- UNC Fund Change Notice 07-2020
- CARES Act Impact on UNC Retirement Plans 04-2020
- UNC Fund Change Notice 02-2020
- RMD Impact on UNC Retirement Plans 2020
- RMD Impact on UNC Retirement Plans 2019
- UNC ORP Fund Notice 05-2018
ORP Archival Information
Plan and Legal Documents
- ORP Plan Document - Restated as of 1/1/2014
- Amendment No. 1 to 2014 Plan Document
- Amendment No. 2 to 2014 Plan Document
- Amendment No. 3 to 2014 Plan Document
- 2012 ORP Plan Document
- 2012 ORP Plan Document Amendment No. 01
- 2012 ORP Plan Document Amendment No. 02
- 2008 ORP Plan Document
- 2008 ORP Plan Document Amendment No. 01
- 2008 ORP Plan Document Amendment No. 02
- 2008 ORP Plan Document Amendment No. 03
- 2008 ORP Plan Document Amendment No. 04
- 2007 ORP Plan Document
- 1999 ORP Plan Document
- 1999 ORP Plan Document Appendix
- 1999 ORP Plan Document Amendment No. 01
- 1999 ORP Plan Document Amendment No. 02
- 1999 ORP Plan Document Amendment No. 03
- 1999 ORP Plan Document Amendment No. 04
- 1994 ORP Plan Document
- 1989 ORP Plan Document
Tier Structure
Investment Performance
- Quarter Ending 12-31-2021
- Quarter Ending 09-30-2021
- Quarter Ending 06-30-2021
- Quarter Ending 03-31-2021
- Quarter Ending 12-31-2020
- Quarter Ending 09-30-2020
- Quarter Ending 06-30-2020
- Quarter Ending 03-31-2020
- Quarter Ending 12-31-2019
- Quarter Ending 09-30-2019
- Quarter Ending 06-30-2019
- Quarter Ending 03-31-2019
- Quarter Ending 12-31-2018
- Quarter Ending 09-30-2018
- Quarter Ending 06-30-2018
- Quarter Ending 03-31-2018
- Quarter Ending 12-31-2017
- Quarter Ending 09-30-2017
- Quarter Ending 06-30-2017
- Quarter Ending 03-31-2017
- Quarter Ending 12-31-2016
- Quarter Ending 09-30-2016
- Quarter Ending 06-30-2016
- Quarter Ending 03-31-2016
- Quarter Ending 12-31-2015
- Quarter Ending 09-30-2015
- Quarter Ending 06-30-2015
- Quarter Ending 03-31-2015
- Quarter Ending 12-31-2014
- Quarter Ending 09-30-2014
- Quarter Ending 06-30-2014
- Quarter Ending 03-31-2014
- Quarter Ending 12-31-2013
- Quarter Ending 09-30-2013
- Quarter Ending 06-30-2013
- Quarter Ending 03-31-2013
- Quarter Ending 12-31-2012
- Quarter Ending 09-30-2012
- Quarter Ending 06-30-2012
- Quarter Ending 03-31-2012
Important Notices
- UNC ORP Fund Notice 09-2017
- Vanguard Target Retirement Trust Brochure
- UNC ORP Fund Notice 11-2016
- UNC ORP Fund Notice 01-2016
- UNC ORP Fund Notice 06-2015
- Quarterly Statement Notice 2015
- UNC ORP Fund Notice 2015
- UNC ORP Notice to Interested Parties 2014
- UNC ORP Fund Notice 2014
- UNC ORP Fund Notice 2012
- UNC ORP Fund Notice 2011
- UNC ORP Fund Notice 2010