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.

Date/Location: Virtual appointments 

​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:

Making the Most of Your Retirement Savings
Learn how to visualize your retirement—even one that’s a long way away, three important steps to take now to help prepare for retirement, how to maximize your current savings—and discover tips to help you project future resources.

These webinars are meant to accommodate those who are not able to attend during normal working hours or would like to include other members of their household. 

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

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