Alert

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 review the following Supplement Retirement Plan Decision Guide to learn the differences in plans and vendors (note: UNC Health Care does not offer the 403b program).

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.

How to Enroll in the UNC System 457(b) Plan

Step 1. Select your investments.

Step 2. Complete a Voluntary Deferral Agreement.

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

Website

Contact

Prudential

401(k)
401(k) Roth

www.NCPlans.Prudential.com

Christy Kelly
919-602-8226

Prudential

457(b)
457(b) Roth

www.NCPlans.Prudential.com

Christy Kelly
919-602-8226

Fidelity

(Division 0018)

457(b)

457(b) Roth

http://www.netbenefits.com/unc

Isaac White
919-450-8901

TIAA-CREF

(Plan 406742)

457(b)

457(b) Roth

http://www.tiaa-cref.org/unc

Logan Sharpe

919-401-7524

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