Important information about upcoming RFP for UNC Retirement Plan recordkeepers

The University of North Carolina System is committed to periodically reviewing its retirement programs to ensure they help meet employees’ retirement and financial goals. Items reviewed include the range of investment options available through the plans, investment option performance and value, recordkeeping costs and whether the plans give access to services that complement retirement plan accounts.

The UNC System has decided to explore moving from two recordkeepers (TIAA and Fidelity) to a single retirement plan recordkeeper for all five UNC Retirement Plans. Review this email from the UNC System for more detailed information.

The purpose of the email is to provide employees with advanced notice of the upcoming request for proposals. No changes have been made to the retirement recordkeepers at this time. If an employee is enrolled in any of the retirement plans referenced in the email from the UNC System, you do not need to take any action.

The UNC System plans to issue the RFP this week, and more information will be shared once the process is complete.

If you have any questions, email the Benefits Office at Benefits@charlotte.edu.