UNC Retirement Program Frequently Asked Questions

The benefit you have earned under the pre-2002 Retirement Plan benefit formula will not change, meaning that it will continue to provide for a 50% joint and survivor annuity payment

If you are interested in the VRP program and decide to apply, then please forward to the appropriate campus Human Resources contact (Sandy Jones for faculty, “other academic”

Liability for eligible employees’ voluntary State 403(b) plan deductions as well as employer retirement contributions for employees enrolled in the ORP (Optional Retirement

Going forward, TIAA-CREF will provide all retirement services for the plan. This means that Fidelity Investments® and Calvert will no longer be active providers for the plan. However,

TIAA-CREF Lifecycle 2010 Fund - Institutional TCTIX 4 Vanguard Target Retirement 2010 Trust II CIT N/A TIAA-CREF Lifecycle 2015 Fund - Institutional TCNIX 4 Vanguard Target

In order to better serve your retirement planning needs – and to comply with recent regulation changes – HOPE is changing from three record keepers – Fidelity, TIAA‐CREF,

The TIAA-CREF Advisor Network (Network) is a service that provides plan sponsors and retirement plan participants with information to assist them in selecting independent

The TIAA-CREF Advisor Network (Network) is a service that provides plan sponsors and retirement plan participants with information to assist them in selecting independent