The University of North Carolina implemented a new system-wide voluntary 457(b) plan effective February 2015. Fidelity and TIAA-CREF were selected as the only approved vendors to provide a wide range of services and investment options.
The ENROLLMENT PROCESS is just two simple steps:
Complete the Deferral Agreement form, print a copy, sign it, and send it to your campus HR/Benefits office.
Remember, you must submit the completed form to your campus 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-CREF by following the links below to the 457(b) provider’s online enrollment web site.