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Supplemental Retirement Plans

UNC Health Care offers its employees a variety of supplemental retirement options in the form of 401(k) and Deferred Compensation 457(b) Plans. The eligibility requirements vary from plan to plan. Please see the tables below to determine your eligibility, plan contribution limits, withdrawal provisions, and other relevant plan information.

Supplemental Retirement Plan Decision Guide

Click here to view a Voluntary Supplemental Retirement Program Comparison.

Click here to submit a one-time contribution amount for existing accounts.

Click here to submit a 457(b) Deferral Agreement for an existing accounts.

NEW ACCOUNT CHECKLIST

  1. Contact a UNC Health Care approved vendor from the list below or follow the Online Enrollment directions provided.
  2. For 401(k) or 457(b) plans, follow your representative’s instructions.
  3. Know your yearly contribution limits and monitor your account to avoid exceeding it.
Why You Need Retirement Account Image

How to Enroll in the UNC System 457(b) Plan
Step 1. Select your investments.

Click here to enroll in the Fidelity 457(b) - (Division 0018). 
Click here to enroll in TIAA-CREF - (Plan 406742).

Step 2. Complete a Voluntary Deferral Agreement.

Click here for the form and instructions. You must submit the completed form to your HR/Benefits office before any contributions can be accepted into your account.


List of Approved Vendors
for UNC Health Care's Supplemental Retirement Plans
  PROGRAM  
   ACCOUNT   
WEB SITE
CONTACT
Prudential
401(k)
401(k) Roth
www.NCPlans.Prudential.com
Margaret Hendershot
336-482-7093
Prudential
457(b)
457(b) Roth
Margaret Hendershot
336-482-7093
Fidelity
(Division 0018)
457(b)
457(b) Roth
 https://nb.fidelity.com/public/nb/unc/planoptions/enroll  Eric Svenson
919-452-6980
TIAA-CREF
(Plan 406742)
457(b)
457(b) Roth
 http://www1.tiaa-cref.org/tcm/unc Logan Sharpe
919-687-5223

 

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