Retirement

Retirement Information

Ready Set Go

During the pandemic,  in lieu of the in person Ready Set Go sessions, the benefits office is providing virtual consultation assistance to employees.  Reference the process/resources below and contact the benefits consultant listed for questions or to schedule an appointment.

Process:

Schedule a counseling session through the UNC Charlotte Benefits Office

  • TSERS retirement contact - Gina Ewart giewart@uncc.edu 704-687-0647
  • ORP retirement contact - Stephanie Lazzaro sllazzar@uncc.edu  704-687-0648

Resources

TSERS (Teachers and State Employees Retirement System)
ORP (Optional Retirement Plan)

The State Health Plan is offering online informational webinars on “Understanding Your Medical Plan Options When You Become Medicare-Eligible.” These popular, free sessions are designed for active employees who will soon be 65, are already 65 or older, and retirees getting ready to turn 65.

Each session lasts approximately 2 hours and will explain important information regarding Medicare and your retirement health benefit options. Visit the website and click “Upcoming Events” and register soon, as space is limited.
Phased Retirement

The University of North Carolina at Charlotte is pleased to offer faculty the flexibility of the Phased Retirement Program.  Phased Retirement enables a faculty member to enjoy the benefits of retirement while still teaching part-time for a 3-year period. The purpose of this website is to present some basic information about retiring from either the Teachers’ and State Employees’ Retirement System (TSERS) or the Optional Retirement Program (ORP).

Social Security Resource:  

 
What does Medicare Part A&B cover?
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Reminders:

  • Keys:  
    • Return all keys assigned to the Lockshop before leaving the University
  • Department:
    • Return University ID cards, uniforms, tools/equipment (such as cell phones or lap top computers), phone cards, purchasing cards, all petty cash items (receipts and cash), and other university property
  • Library:
    • Return any library materials and pay any outstanding fines
  • Parking Services:
    • Pay any outstanding fines
  • Travel & Complex Payments
    • Pay any outstanding travel advances, fees, etc.

Contacts:

General retirement counseling services

  • CAPTRUST 

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

  • Social Security Administration

Lisa Wallace, Public Affairs Specialist 
2201 Coronation Blvd Ste 100, Charlotte, NC 28227-6716  
1-888-397-5615 x 21832  | Lisa.M.Wallace@ssa.gov

Teachers' and State Employees' Retirement System TSERS

           1-877-NCSECURE (1-877-627-3287)  |  nc.retirement@nctreasurer.com

  • Email NCRetirement@nctreasurer.com to schedule your Virtual Counseling Session with the retirement system.  Put “Virtual Counseling” in the subject line of your email.

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

  • 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 Plans

          Rob Sipprell, CRC® 
          Retirement Counselor – Education Specialist| North Carolina Total Retirement Plans
         704-219-9431 | ​robert.sipprell@prudential.com