Register for Ready to Retire and Learn About Other Retirement Resources

Ready to Retire

If you’re thinking about retiring soon or have questions about the retirement process, register for the Ready to Retire workshop scheduled for 1-5 p.m. Aug. 27. All employees are welcome to attend the workshop, but employees who are thinking about retiring in the next five to seven years are strongly encouraged to attend. The workshop will feature retirement and financial experts who will conduct discussions about retirement savings strategies and other retirement-related topics. Ready to Retire will be held virtually via Zoom. If you register, you will receive a link that will give you access to the workshop. More information is available on the Ready to Retire webpage.

Other Retirement Resources

A variety of retirement resources are available for NC State employees who have questions about the retirement plans they are enrolled in or want to learn about the available plans. Details about some of those resources are presented below.

Meet With a Retirement Vendor

NC State offers mandatory and voluntary retirement plans to eligible staff and faculty. If you are interested in learning about the university’s voluntary retirement plans — UNC 403(b), NC 401(k), UNC 457 and NC 457 plans — you can meet with representatives from the retirement plan vendors. These certified financial advisers meet with employees at no cost or obligation to the employee and provide expert advice and resources. For more information about those vendors, the retirement plans offered and how to schedule a meeting with an adviser, visit the voluntary retirement plans page on the UHR website.

Learn About the Mandatory Retirement Plans

Eligible new staff and faculty must enroll in one of two state-mandated retirement programs: the Teachers’ and State Employees’ Retirement System and the Optional Retirement Program. To learn more about these plans, go to the mandatory retirement plans webpage on the UHR website or call the UHR benefits team at 919-515-2151. You also can search the UHR website to find your benefits consultant and contact that person for information about the plans.

Eligible new employees have up to 60 days to enroll into one of the mandatory retirement plans. Once you enroll in TSERS or ORP, your enrollment is irrevocable. If an employee fails to enroll in a mandatory retirement plan, that employee will automatically be enrolled into the TSERS plan.

Watch a Free Webinar

Sensible Savings Sessions is a free financial and retirement planning webinar for state of North Carolina employees. You can watch the June 29 Sensible Savings Sessions on YouTube. The webinar covers the following topics:

  • NCFlex benefits.
  • Teachers’ and State Employees’ Retirement System planning.
  • NC 401(k) and 457 retirement plans.
  • Financial wellness with the State Employees Credit Union.

NCFlex, North Carolina Retirement Systems, State Employees’ Credit Union and Prudential retirement partnered to make the webinar available.

Read the Retirement Newsletter

The PIER, a University of North Carolina System newsletter that focuses on retirement, has a brand new website.