Retirement Process and Resources

Retirement Information

Process:

Schedule a counseling session through the UNC Charlotte Benefits Office

  • Employees Subject to Human Resources Act (SHRA) - Contact: Gina Ewart, King Building, room 202 / giewart@uncc.edu / (704) 687-0647
  • Employees Not Subject to Human Resources Act (EHRA) and Faculty - Contact:  Joy Finney, King Building, room 207 / jwfinney@uncc.edu (704) 687-70648

Resources

Contacts:

General retirement counseling services

  • CAPTRUST 

           Judy Williamson, Associate and Retirement Counselor, Consulting Research Group
           (919) 870.6822 (ext. 10291) | Judy.Williamson@captrustadvisors.com

Teachers' and State Employees' Retirement System TSERS

Optional Retirement Plan, UNC System 403b and 457 Supplemental Retirement Pans

  • Fidelity                                   

          Jared McVey, CRPC® , Director, Retirement Planner
          (704) 614-4167 jared.mcvey@fmr.com, Fidelity.com

  • TIAA  

          Gary Craddock
          Financial Consultant, Field Consulting Group
          (704) 988-2597 gcraddock@tiaa.org

401k and 457 Supplemental Retirement Pans

          Derrick Angradi, MBA, CRC®  
          Retirement Education Counselor 
          (704) 219-9431 | derrick.angradi@prudential.com