UNC System Voluntary 403(b) Retirement Program
The University of North Carolina implemented a new system-wide voluntary 403(b) retirement program effective January 1, 2009. TIAA-CREF and Fidelity were selected as the only approved vendors to provide a wide range of services and 403(b) investment options. Agreements are in place with VALIC, Lincoln Financial, Horace Mann, and ING, which limits these vendors to offering loans and hardship withdrawal transactions under the system-wide plan.
The ENORLLMENT PROCESS is just two simple steps:
Step 1: Complete a Salary Reduction Agreement (SRA) Form
Complete the SRA form, print a copy, sign it, and send it to your campus HR/Benefits office.
Remember, you must submit the completed SRA form to your campus HR Benefits office before any contributions can be accepted into your account.
Step 2: Select Your Investments
You can enroll in the program and select investments through TIAA-CREF and/or Fidelity by following the links below to the 403(b) provider’s online enrollment web site.