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 Exempt from the Human Resources Act (EHRA) and Faculty - Contact:  Joy Finney, King Building, room 207 / jwfinney@uncc.edu (704) 687-70648

Resources

TSERS (Teachers and State Employees Retirement System)
ORP (Optional Retirement Plan)
Social Security Resource:  
What does Medicare Part A&B cover?
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Reminders:

  • Department:
    • Return University ID cards, keys, 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

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
          919.583.2677 | ​robert.sipprell@prudential.com