Important Information About Your UNC Retirement Programs: SECURE Act 2.0

The 2023 Consolidated Appropriations Act (CAA) was signed into law by the President on Dec. 29, 2022, and contains significant changes to employer-provided retirement plans. The changes are referred to as SECURE Act 2.0, as they build upon the initial SECURE Act, which altered rules regarding saving and withdrawing money from retirement accounts. SECURE 2.0 gives plan participants new flexibility and accessibility to their retirement savings.

Review this important email from the UNC System to learn more about the SECURE 2.0 changes and how they will impact University System-sponsored retirement plans (i.e., the UNC Optional Retirement Program (ORP), UNC 403(b) and UNC 457(b) plans).

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