Phone (919) 962-4530; Fax (919) 843-8945
Optional Retirement Program (ORP)
The University of North Carolina Optional Retirement Program (ORP) is an option or alternative to the North Carolina Teachers' and State Employees' Retirement System (TSERS) for certain employees. Under the ORP, you control your investments choices, distribution methods, and retirement goals, whereas the State controls the investments under TSERS.
The University has authorized four companies to offer investment products under the ORP. These are AIG Retirement, Fidelity Investments, Lincoln Financial Group and TIAA-CREF. For more information about the authorized companies or their products, including investment options, services and fees, you should contact a company representative.
Comparison of TSERS vs. ORP at a Glance
Choosing a Retirement Program Booklet
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UNC ORP Investment Policy Statement
ORP Plan Document
UNC ORP Carriers
UNC ORP Quarterly Fund Performance
Considerations in Transferring from TSERS to ORP
UNC ORP Reemployment Matrix
UNC ORP Archives
