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CAPTRUST Financial Advisors Individual Sessions

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations.  These one-on-one sessions are offered to you solely as a benefit; be assured that CAPTRUST's role is not to sell you anything, but purely to help you make sound investment decisions. They will be held on the following:

Date

Time

Location

Wednesday, July 20th

08:00 AM  to 05:00 PM

Hospital (Old Motel) – Medical School Wing C, Room 102  

Friday, July 22nd

12:00 PM  to 05:00 PM

Eastowne Building 700 conference room Refresh

Tuesday, August 2nd

08:00 AM  to 05:00 PM

Hedrick Building G047 Conference Room

Wednesday, August 3rd

08:00 AM  to 05:00 PM

Hospital (Old Motel) – Medical School Wing C, Room 102  

Thursday, August 4th

11:00 AM  to 05:00 PM

Shared Services Center Conference Room 1105

Or schedule a time over the phone at your convenience by clicking here.

You can schedule an appointment for the individual sessions with a professional CAPTRUST Financial Advisor by following these simple steps:

  • Click here to schedule an individual appointment.
  • Choose the location
  • Choose an available 30 minute session
  • Enter your information and click “Schedule It”
  • A confirmation email will then be sent immediately
  • A reminder email will also be sent 24 hours in advance of the meeting
  • If you need to cancel or change your meeting time, click the link received in the confirmation/reminder email. Then enter your last name and confirmation number.

Updated Liberty Mutual Long-Term Disability Evidence Of Insurability (EOI) Form

This new form represents a shorter application on a fillable PDF template for easy completion. EOI can also be submitted online now, through MyLibertyConnection.com, which has a faster turnaround time compared to paper submissions.

Navigating Your State Health Plan Benefits and Retirement: Understanding How the State Health Plan and Medicare Work Together Meetings Announced

Are you thinking about retirement? We can help you navigate through your State Health Plan options. Plan members nearing 65 or who are 65 and still actively working are invited to attend a State Health Plan informational session on how to maximize their health plan options in retirement.

The sessions are designed primarily for members who are turning 65 in the next year or so, and for members who are over 65 and still actively working.

As a reminder, Plan members should submit retirement paperwork 120 days before their anticipated retirement date. In addition, it’s recommended that members who are considering retirement meet with Benefits representative up to six months before their planned retirement date.

The free informational sessions are planned statewide from March through August. Locations, dates and times of events are available on the Plan website at www.shpnc.org. Those who plan to attend should register early, as seating will be limited.

Information About the New IRS Form 1095-C and 1095-B

In the coming days, you may receive one or two new Federal income tax forms — Form 1095-C and Form 1095-B. Click here to learn more about these new forms.

State Health Plan Member Focus newsletter

Click here to view the latest newsletter.

Please note: As UNC Health Care has expanded across North Carolina, the need for a term to refer to the Chapel Hill assets on the overall system website became apparent. The UNC Medical Center logo and references, is a term that will be used to refer to State employees that work in the following UNC Health Care facilities: UNC Hospitals and its clinics; UNC Faculty Physicians’ clinics; and the Hillsborough Campus. Please note that on all Human Resources webpages, forms, and documents you will still see “UNC Health Care” term that is referencing the three above mentioned facilities.

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