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.
 
CAPTRUST will also be conducting UNC System virtual consultations July 12 through 16 and July 19 through 23. Sign up for a 45-minute session today.

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.

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

Counseling sessions

No matter where you are in life — just getting started or planning for retirement —a session with Tamara Grate can help you create a plan for your goals. More information is available on this flyer for September and October sessions and this flyer for November and December sessions. RSVP today, as space is limited. Register for sessions at www.TIAA.org/schedulenow or by calling 800-732-8353, weekdays, 8 a.m. to 8 p.m. (ET). 

Webinars

TIAA also provides informational webinars to help keep your financial goals on track. You can register for all of the live webinars through the Live Webinar Lounge. Live webinars will be hosted there, and recorded webinars will be available on-demand for 90 days. You can view the quarterly flyer here.

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