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CAPTRUST Financial Consultations Available
CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be conducting phone consultations on April 16, 18, 22, 24 and 25. If desired, there are video/screensharing capabilities available at the time of your...
Transition to Single Recordkeeper in Full Swing
In 2023, it was announced that after a careful review of our retirement program, the University decided to move from two retirement plan recordkeepers (TIAA and Fidelity) to a single recordkeeper (TIAA) for all UNC Retirement Plans. The move to a single recordkeeper...
Tax-Season Scams are on the rise
How to protect yourself and avoid being a victim The IRS has warned that financial scams are on the rise. Decrease your chances of becoming a target by knowing what to watch for. Scammers may contact you via phone, email, text or social media and then impersonate the...
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