Home > Benefits & Leave > Retirement Benefits > UNC Code Section 457 Plan

Important

As of Sept. 1, 2023, the University moved to TIAA as the single recordkeeper for the UNC System retirement plans. Employees with a balance in one or more of the UNC System retirement plans (Optional Retirement Program, UNC 457(b), UNC 403(b) plans) will receive detailed transition information at their home address via US Mail in late January. This information is also available here:

UNC Code Section 457(b) Plan

The University of North Carolina offers a voluntary 457(b) retirement plan. TIAA is the only vendor approved to manage the UNC retirement plans’ investment products. For more information about TIAA or their products, including investment options, services, and fees, you should review the information on this website or contact a company representative. You can also learn more about TIAA by watching the “Why TIAA” short video. 

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.

You can enroll in the program and select investments through TIAA (click the link, select your UNC institution and then ENROLL NOW)

Enrollment Form

  • Voluntary Salary Deferral Agreement Form

Booklets

  • Booklets

Important Notices

  • Important Notices

Investment Performance

  • Investment Performance

Plan and Legal Documents

  • Plan and Legal Documents

457(b) Plan Archives

Important Notices

  • 457-Notices Archive

457-Notices Archive

Investment Performance

  • 457-Performance Archive

457-Performance Archive

Retirement Benefits Programs

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