
Important Changes as of Sept. 1, 2023
- If you were hired on or after Sept. 1, 2023, you have 30 days to make your mandatory retirement plan election, as well as other benefit elections for health and supplemental insurance plans. Enrollment instructions will change from the current 2023 brochures. Go to the online enrollment page for instructions and links to enroll for coverage.
- As of Sept. 1, 2023, the University moved to TIAA as the single recordkeeper for the UNC Optional Retirement Program. Review the UNC Retirement Plan RFP Award Notice for details on this ORP change.
UNC Code Section 457(b) Plan
The University of North Carolina offers a voluntary 457(b) retirement plan. TIAA is the approved vendor with a wide range of services and investment options.
457(b) Plan Enrollment
Enrollment Process
Complete the Deferral Agreement form, print a copy, sign it, and send it to your institution’s HR/Benefits office.
Remember, you must submit the completed form to your institution’s HR/Benefits office before any contributions can be accepted into your account.
To calculate the amount you may be eligible to contribute for the current year, please use the Contributor Calculator sponsored by Fidelity Investments. Keep in mind that the plan has a “Normal Retirement Age” of 59 1/2 years of age, so to be eligible for the “twice the normal limit amount,” you must be at least 56 1/2 years of age and not older than 59 1/2 years of age.
You can enroll in the program and select investments through Fidelity or TIAA by following the links below to the 457(b) provider’s online enrollment web site.
Enrollment Form
Booklets
Important Notices
- 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 457(b) Fund Notice 05-2018
Investment Performance
Plan and Legal Documents
457(b) Plan Archives
Important Notices
Investment Performance
457-Performance Archive
- 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