N. C. State Retirement Information (NC Pension Plan)

  • IMPORTANT INFORMATION FOR UCPS STAFF

    Emails offering assistance with your N.C. State Retirement (pension plan) are being sent to employees via your work email address.  These emails usually start off by saying "each year, as an employee of UCPS in N.C. you are eligible to schedule a phone call, or in-person meeting off campus with a representative for answers to your specific state, federal and individual retirement benefit questions."  PLEASE DISREGARD THESE TYPE OF EMAILS.  The sole purpose of these emails is to gain a meeting with you to discuss your pension plan (they do not have this information), and any other retirement accounts you have and then try to sell you one of their retirement products (i.e., annuity).  You should never provide your personal information to a representative from an unknown emailing (i.e., @district-advisor.com, @perabuilds.com, etc.).

     N.C. Retirement Upcoming Events

    Retirement Planning Webinars - September 3rd, 15th, and October 1st, and 13th.

     2019 my NCRetirement Statements

    Each year, North Carolina Total Retirement Plans creates the customized myNCRetirement Statement (MRS) for active employees who have worked for at least one calendar year as a North Carolina teacher, state employee or local governmental employee.

    This personalized statement gives you a snapshot view of your pension, supplemental retirement account(s), and other sources of income that you may receive in retirement. It is designed to help you stay the course as you move towards retirement. Whether you're planning to retire in one year or 20 years, the MRS is designed to help you stay on track so you can live the retirement you imagine.

    Your personalized 2019 MRS is now available in ORBIT.
     
    Follow these steps to login to your ORBIT account:
    • Click “View myNCRetirement Statement” in the left navigation bar.
    • Click the year you want to view. Please note that only two years of statements are available and past statements are not saved.
    • Click here for an instructional PDF if you need further assistance
     
    A few people may not have a 2019 MRS. This means you either didn’t work a full calendar year in 2019 or information is missing in our system. You will receive a letter of explanation in your ORBIT account in place of the annual statement.
     
    Please click here for additional information and support on the 2019 myNCRetirement Statement.
     
    If you have trouble getting into ORBIT, we put together some videos and guides to help.
     
    North Carolina Total Retirement Plans  NCPlans

    Thinking about retiring? Below are some helpful resources for you.

     North Carolina State Retirement handbooks, website and Social Security:

     Facebook:  Enter "NC Department of State Treasurer" in the Search Facebook field.

     Twitter:  http://twitter.com/nctreasurer

      NC Treasurer - Retirement Division (877) 627-3287 (Monday through Friday 8 a.m. until 5:30 p.m.)

    • Fax: (919) 855-5800
    • Email: nc.retirement@nctreasurer.com
    • Mail: N.C. Department of State Treasurer, Retirement System Division, 3200 Atlantic Avenue, Raleigh, NC 27604

     Return to Work Overview - RTW Overview 2019

     To meet with an H.R. Benefits Coordinator to discuss Retirement contact:

    • Claudia Whitley 704-296-5544
    • Susan Helms 704-296-1019
    • Maryann Amick 704-296-0841

     Employee Retirement Payroll Questions (annual leave, etc.)? Contact the Payroll Accountant:

    • Candace Williams 704-296-5489 or candace.williams@ucps.k12.nc.us

    Employees with questions for Tax-Sheltering your retirement payouts?

    • Contact Brenda Dixon at 704-296-5315 or brenda.dixon@ucps.k12.nc.us