Retirement

Retirement Information

Ready Set Go

This workshop is coordinated by the UNC Charlotte Human Resources Benefits Department and is specifically targeted for employees who are planning/thinking about retirement within the next year. 

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)

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

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