Insurance and Retirement Appointments

UNC Charlotte's Benefits Office facilitates visits from retirement and insurance companies that offer services to faculty and staff. Below is a list of upcoming opportunities for employees to schedule appointments with these companies. 

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors is the independent advisory firm that works on the UNC Retirement Programs. Individual sessions can include, but are not limited to the following: retirement planning, general financial planning, debt management, investment education and advice. These one-on-one sessions are offered to you solely as a benefit;  CAPTRUST's role is not to sell you anything, but purely to help you make sound investment decisions.
 
You also will have an opportunity to create a Retirement Blueprint, CAPTRUST’s interactive retirement readiness tool. To learn more about the Blueprint you can view a short, informative video by clicking here.

Click here to schedule an appointment.  If you have any questions or need assistance, please call CAPTRUST at 800.967.9948.

To best be prepared for these sessions, please make sure you have the information you want to include in your Blueprint calculations, such as retirement account balances and current contributions to retirement accounts. You will also want to bring login information for your retirement website. If you cannot one of these sessions, but still want to create a Blueprint or need further advice, the CAPTRUST Advice Desk is also available. Appointments can be made with the Advice Desk by visiting www.captrustadvice.com.

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

Fidelity

Optional Retirement Plan, UNC System 403(b) and 457 Supplemental Retirement Plans

Date/Location - contact vendor for a virtual appointment.  

Reservations:  Make an appointment online at Fidelity.com

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

Liberty Mutual

Partnerships with Liberty Mutual for Automobile, Homeowners, Renters and Personal Property Insurance 

Representative:
Larry F. Chester, LUTCF    
Executive Sales Representative 
(704) 549-8944 (ext. 57368) | larry.chester@libertymutual.com

NC Total Retirement - Prudential

401(k) and 457 Supplemental Retirement Pans 

Retirement readiness appointments are available virtually. You have the opportunity to chat with the NC Plans Retirement Education Counselor without leaving your desk. You will be able to discuss: enrollment, account reviews, rollovers of former employer or IRAs into your NC Plans account, and distribution options at retirement/termination. Each individual session is scheduled for 30 minutes. Schedule your NC Plans Virtual Consultation with Rob Sipprell today.

Upcoming Webinars:

  • Managing Day-to-Day Finances
    • Our world has rapidly changed over the past year, leaving many folks feeling overwhelmed and stressed about their financial well-being. In this session, NC Total Retirement will cover strategies for managing day-to-day finances to help get you through challenging times. This webinar is ideal for anyone who feels like they’re struggling with their finances.
  • Maximizing your NC Total Retirement Plans
    • NC Total Retirement will review your options and help you get started with your retirement plan. They will address how to overcome hurdles that can keep you from saving for the future and where to find the help you need. This webinar is ideal for anyone who may be confused about the available retirement options or who has not yet enrolled in a supplemental plan.
  • Roadmap to Retirement
    • NC Plans Retiree Advocate, Mark McCluskey, will host this state-wide presentation and guide you through mile marker considerations and important conversations we should be having as we near retirement. This comprehensive overview is ideal for someone who is within three years of retiring.
  • Web Demo
    • Are you unsure of how to access and make changes to your NC Supplemental Retirement plan account? This session will demonstrate the NC Supplemental Retirement Plan website and will cover how to enroll online as well as how to update and change contributions, investments and beneficiaries. Additionally, NC Retirement will go over how to use the Retirement Income Calculator.

Representative:

Rob Sipprell, CRC® 
Retirement Counselor – Education Specialist | North Carolina Total Retirement Plans
919.583.2677 | ​robert.sipprell@prudential.com

TIAA

Optional Retirement Plan, UNC System 403(b) and 457 Supplemental Retirement Plans

Date/Location: virtual or phone appointments:

  • To be scheduled

Reservations required: Visit TIAA.org to make an appointment.

Webinars

TIAA also provides informational webinars to help keep your financial goals on track. All of the live webinars are posted to the Live Webinar Lounge and are available for registration on this site, as well as recorded and available on-demand for 90 days. 

 

Representatives:

Tamara Johnson Grate
Senior Financial Consultant | TIAA Financial Solutions
(704) 988-1456 | tamjohnson@tiaa.org

Joshua Scott
Financial Consultant  | Institutional Solutions & Relationships 
919-687-5240 |  joshua.scott@tiaa.org