Retirement Monitor

In this issue:

2017-2018 Employer Contribution Rates for Legislative Retirement System; Spanish Language ORBIT How To Videos Now Available; Reporting a Death to the NC Retirement Systems; Plan Design Enhancements Coming to NC 401 and NC 457​

In this issue:

Reminder: DIPNC and State Health Plan Benefits; Reminder: Employer Reimbursement for Short-Term Benefits; State Health Plan Eligibility Audit Under Way!

In this issue:

Beneficiary Forms Online; 2016 Annual Benefits Statements Are Now Available!; LGERS 1,000 Hour Rule Reminder; IRC Section 415(b) and Qualified Excess Benefit Arrangement (QEBA); Local NC 403(b) Retirement Education Counselors Available Across NC​; 403(b) Lawsuits Claim Higher Ed Administrators Breached Fiduciary Duties

In this issue:

2016 Retirement System Laws; Retirement Systems Peak Season for Retirement Processing; Peak Call Season; Virtual Counseling Sessions Now Available; Coming Soon: 2016 Annual Benefits Statements!​; IRS Warns of Email Scam Targeting Employers​

In this issue:

Successful 403(b) Move to Prudential Complete; Former Retirement Systems Division Phone Number Possibly Being Used By Scammers

In this issue:

2017 Employee Retirement Handbooks and Employer Manuals; Felony Forfeiture Laws; 2014 Annual Benefits Statements Available Until March 31, 2017; Statement of Income Forms Mailed to Disability Recipients in February; Re-employment Earnable Allowance Limits Increased for 2017​

In this issue:

Reminder – TSERS Employer Contribution Rates Increasing January 1, 2017; Final Reminder: Correcting Employer ORBIT Reporting Errors-last time before ABS issued; Host a Retirement Planning Conference; NC 403(b) Program Recordkeeping and Communications Transition on Track for February 22; NC ABLE Launches January 26, 2017!​

In this issue:

Happy Holidays from the NC Retirement Systems Division; Help Your Employees Update Beneficiaries; Reminder – TSERS Employer Contribution Rates Increasing January 1, 2017; Annual Compensation Limits in 2017 for Retirement System Contributions; Coming Soon: ORBIT Redesign!​; NC 403(b) Program Recordkeeping Transition on Track for February 22, 2017; The NC ABLE Program Launches January 26, 2017 –  Offering People with Disabilities and Their Families the Chance to Save and Invest Without Losing Benefits​; 2017 Communications Strategies Will Focus on Increasing Enrollments

In this issue:

Correcting Employer Errors for Annual Benefits Statements: The Time is Now!; Other Employer Reminders; Treatment of Certain Teacher Bonus Pay as Non-Compensation for Retirement Purposes; Recap: October LGERS & TSERS Boards of Trustees Meeting

In this issue:

Reminder: Correcting Employer ORBIT Reporting Errors; Retirement Readiness Tour Making Stop in Smithfield; Who Are You Connected To? Campaign Clears Up Beneficiary Election Misunderstandings; ABLE Accounts Provide People with Disabilities a New Opportunity for Financial Security

In this issue:

Contribution Accelerator is Here!; NC 403(b) to Transition Record-Keeping Services to Prudential; Employee Outreach Shows How Salary Increases and Bonuses Could Boost Retirement Readiness; NIRS Releases Pension Economic Impact Study; NAGDCA Discusses Fiduciary Responsibilities for Government DC Plans​; Nothing Could be Finer than the Department of State Treasurer’s Booth at this Year’s NC State Fair!; ​North Carolina Saves for Retirement Month and National Save for Retirement Week

In this issue:

Digest of Legislative Action Affecting Members of the Local Governmental Employees' Retirement System

In this issue:

Digest of Legislative Action Affecting Members of the Firefighters’ and Rescue Squad Workers’ Pension Fund

In this issue:

Digest of Legislative Action Affecting Members of the Legislative Retirement System

In this issue:

Digest of Legislative Action Affecting Members of the Teachers’ and State Employees’ Retirement System