About Retirement Plans
The following resources are available to help new hires and current employees as you enroll or make changes to your retirement plans.
Mandatory Retirement Plans
These resources provide information about the plans available at North Carolina A&T.
How to Enroll or Make Changes to Your Supplemental Retirement Plan
Step-by-step instructions about how to enroll with a new investment vendor, how to change your contribution percentage, investment vendor or cancel contributions, and how to change your investments.
UNC 403(b) Program
Complete the Salary Reduction Agreement Form (SRA), print a copy, sign it, and send it to the HR/Benefits office.
Remember, you must submit the completed SRA to the HR Benefits office before any contributions can be accepted into your account.
You can enroll in the program and select investments through TIAA and/or Fidelity.
- Fidelity (click the UNC 403(b) Plan and then ENROLL NOW)
- TIAA (select your institution and then ENROLL NOW)
UNC 457 Plan
Complete the Deferral Agreement form, print a copy, sign it, and send it to your institution’s HR/Benefits office
Remember, you must submit the completed form to your institution’s HR/Benefits office before any contributions can be accepted into your account.
To calculate the amount you may be eligible to contribute for the current year, please use the Contributor Calculator sponsored by Fidelity Investments. Keep in mind that the plan has a “Normal Retirement Age” of 59 1/2 years of age, so to be eligible for the “twice the normal limit amount,” you must be at least 56 1/2 years of age and not older than 59 1/2 years of age.
You can enroll in the program and select investments through Fidelity or TIAA by following the links below to the 457(b) provider’s online enrollment website.
- Fidelity (click the UNC 457(b) Plan and then ENROLL NOW)
- TIAA (select your UNC institution and then ENROLL NOW)
