Cookie Cutters are Great for Making Gingerbread Men, Not Retirement Decisions
While your investment options are increasing with the new UNC System’s Retirement plans, so is standardization of how your investments could be managed. The options offered in Tier 1 are a set of mutual funds that managed solely based upon... Read More →
Addressing Fixed-Income Assets within the New UNC System’s Retirement Plans
Building a strong portfolio of accounts requires that its constituent parts be integrated into a cohesive whole. For example, if you have a spouse or partner with accounts, you may wish to integrate these into a single household portfolio for... Read More →
UNC Retirement System Changes: The Sooner You Act, The Better
You will be glad to know that even with the many alterations coming to the UNC System Retirement plans, the System will still offer most of the mutual funds currently found in your 403(b) and Optional Retirement Plans (ORP) .... Read More →
What Is a Brokerage Trading Platform and Should I Use One?
Tier 4 of the new UNC System Retirement plan will provide you with access to thousands of new investment options. These additional options will be introduced through a brokerage trading platform. Brokerage has been available to 403(b) plan participants for... Read More →
Summing Up the Changes Coming Your Way with the UNC System Retirement Plans
July 1, 2014 will bring significant changes to retirement plans offered by the UNC System. New plan participants will not be able to open accounts with VALIC or Lincoln Financial Group (LFG) as of that date. Available providers in the... Read More →