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Supplemental Retirement Plans

UNC Health Care offers its employees a variety of supplemental retirement options in the form of 403(b), 401(k) and Deferred Compensation (457) Plans. The eligibility requirements vary from plan to plan. Please see the tables below to determine your eligibility, plan contribution limits, withdrawal provisions, and other relevant plan information.

Supplemental Retirement Plan Decision Guide

Click here to view a Voluntary Supplemental Retirement Program Comparison.

Click here to view Fidelity and TIAA-CREF Update.

Click here to view 403(b) Universal Availability Notice.

Click here to submit a one-time contribution amount for existing accounts.

NEW ACCOUNT CHECKLIST

  1. Contact a UNC Health Care approved vendor from the list below or follow the Online Enrollment directions provided.
  2. Create an account, making sure UNC Health Care (NOT UNC Chapel Hill) is specified as the employer.
  3. If opening a 403(b) account, submit a Salary Reduction Agreement (SRA) to the Employee Benefits Office to start your contributions. For 401(k) or 457 plans, follow your representative’s instructions.
  4. Check the SRA cutoff dates to determine when your contributions will begin, then check your pay stubs and account statements to verify your elections.
  5. Know your yearly contribution limits and monitor your account to avoid exceeding it. You can submit a Salary Reduction Agreement (SRA) to change your contribution amount at any time during the year.
Why You Need Retirement Account Image

ONLINE ENROLLMENT INSTRUCTIONS
To open a 403(b) account with Fidelity Investments:

  • Click here to enter the online enrollment site
  • Click the “Enroll” button
  • Use Plan ID 08310 and your SSN to begin your application

To open a 403(b) account with TIAA-CREF:

  • Click here to enter the online enrollment site (link to: http://www1.tiaa-cref.org/tcm/unc)
  • Click the “Enroll Now!” button
  • Click the “Enroll Now!” button on the next page
  • Use Access Code NCJ786 to begin your application

Once your new account is opened, please submit a Salary Reduction Agreement (SRA) to fund your account(s).

  • Mail: Employee Benefits, 211 Friday Center Drive, Suite 1069, Chapel Hill, NC 27517

List of Approved Vendors
for UNC Health Care's Supplemental Retirement Plans
PROGRAM
ACCOUNT
WEB SITE
PHONE
UNC System Voluntary
403(b) Retirement Program

- Fidelity Investments -
403(b)
403(b) Roth
http://plan.fidelity.com/unc
1-800-343-0860
UNC System Voluntary
403(b) Retirement Program

- TIAA-CREF -
403(b)
403(b) Roth
http://www1.tiaa-cref.org/tcm/unc
1-800-842-2888
North Carolina Supplemental Retirement Plans

- 401k Plan -
401(k)
401(k) Roth
www.NCPlans.Prudential.com
1-866-NCPlans
(1-866-627-5267)
North Carolina Supplemental Retirement Plans

- 457 Plan -
Deferred
Compensation
(457) Plan
1-866-NCPlans
(1-866-627-5267)

To ensure that your SRA is effective for a specific pay period, please refer to the or the Payroll Submission Schedule.

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