by Kathy W Bryant | May 5, 2025 | Benefits, Retirement News
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...
by Kathy W Bryant | May 5, 2025 | Benefits, Retirement News
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...
by Kathy W Bryant | Oct 25, 2024 | Benefits, For System Office Staff, Retirement News
You are our greatest investment, and the university wants to support you by providing competitive retirement benefits. This November, we will introduce a new service in our retirement programs to help you plan and save for a more secure tomorrow. The university will...
by Kathy W Bryant | Oct 25, 2024 | Benefits, For System Office Staff, Retirement News
In the wake of the destruction in Western North Carolina caused by Hurricane Helene, we wanted to remind those affected that the Secure Act 2.0 added plan provisions that may allow for new hardship withdrawal opportunities for natural disasters and emergency expenses...
by Kathy W Bryant | Oct 25, 2024 | Benefits, For System Office Staff, Retirement News
Q: What impact do you foresee the 2024 presidential election having on stock market returns this year? How much do elections matter to markets? A: While it’s true that elections can drive market volatility and shifts in investor sentiment in the short term, history...
by Kathy W Bryant | Oct 25, 2024 | Benefits, For System Office Staff, Retirement News
As we approach the end of the year, it’s good time to review your accounts and determine if you have met your retirement goals for the year and review if your account is diversified. In TIAA’s article below, TIAA reviews what a well diversified account includes....
