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Secure 2.0: Withdrawal Provisions for Natural Disaster and Emergency Expenses

Oct 25, 2024

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...

Ask the Experts at CAPTRUST: How do Elections Typically Affect Stock Markets?

Oct 25, 2024

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...

Year-End Review: Is Your Retirement Account Diversified?

Oct 25, 2024

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....

Round of Applause: Lauren Schoenheit

Lauren has managed the snapshot modification process for the enrollment data set in SDM. She has implemented changes that make it much easier for finance to understand the financial impacts of snapshot modifications, which allows for much better financial forecasting....

Round of Applause: Danny Moretz

UNCG was testing the new SDM 6.9.0.0 release to get it implemented in production. UNCG's SDM snapshots were failing to run. Danny proactively jumped in and identified the source of the issue. He let us know the steps needed to resolve the problem. UNCG's SDM snapshots...

Round of Applause: Jacob Falkiewicz

Jacob always goes above and beyond to help. If he doesn't know the answer to a question, he finds out. He is an expert communicator and I can always count on his support and expertise. Nominated by Lydia Mayer

Round of Applause: Nancy Halley

Nancy brings her immense talent and enthusiasm to work each and every day, and has contributed greatly to work on several teams by designing beautiful materials for important presentations and pitches. She has also singlehandedly directed the System Office's website...

Round of Applause: Shweta Kautia

Shweta came to my rescue in a big way last week. When I broke a link between two systems, she dropped everything she was doing and jumped in to troubleshoot. After consulting team members and vendors, she continued working on it long after the rest of us called it a...

Round of Applause: Tio Jones

Amidst the efforts to support our western North Carolina campuses, we needed to develop some complex IT solutions with short notice. Tio was incredibly responsive and persistent and not only prioritized my request, but helped to come up with a solution that benefited...