NC 401(k) and NC 457 Plans for Retirees

The day you’ve waited for is here! You took advantage of saving in the North Carolina Supplemental Retirement Plans (NC 401(k) Plan and NC 457 Plan).

Keeping your money in the Plan(s) when you retire means you can continue to take advantage of all of the Plans’ great features and benefits, such as:

  • competitive costs
  • a wide range of investment options, including GoalMaker®, an asset allocation tool which automatically adjusts based on your specifications and can take you into and through retirement
  • strong, trusted oversight from the NC Supplemental Retirement Board of Trustees (which includes ongoing monitoring of investment performance and fees)
  • access to the Plans' local Retirement Education Counselors, your Retiree Advocate, at no extra charge

Staying in the Plans also provides you with NC Retirement Advocate support.

The NC Retiree Advocate has primary responsibility to advocate and coordinate statewide educational services for the near and at-retirement employee population. 

Conducts annual seminars across the state for participating retirees that focus on a holistic presentation about living in retirement and communicating program features of interest to retirees such as distribution options and required minimum distributions

Works with those preparing for retirement to highlight their options and the support available to them  

Regularly supports plan participants in retirement who may have questions or require additional information and assistance

Visit NC Plans to access your account and discover its features and benefits.

Contact your NC Retiree Advocate.

  • This experienced financial professional provides a variety of services including:
  • Advocates and coordinates state-wide educational services for the pre-retiree population and retirees
  • Develops strategies to engage those near and at retirement   
  • Provides monthly educational seminar programs across the state and virtually as needed
  • Partners with State Pension educators to deliver integrated education on NC employees’ total retirement solutions including both Pension and Supplemental Retirement benefits
  • Delivers education on retirement readiness topics such as:
    • Accumulation
    • Required minimum distributions  
    • Retirement Income Gap analysis
    • Retirement income  
    • Increasing contributions & consolidation
    • Catch-up provisions
    • Social Security considerations
    • Distribution options  
    • Healthcare costs
  • Conducts annual seminars across the state for participating retirees that focus on a holistic presentation about living in retirement and communicating program features of interest to retirees such as distribution options and required minimum distributions
  • Works with those preparing for retirement to highlight their options and the support available to them  
  • Regularly supports plan participants in retirement who may have questions or require additional information and assistance

Visit NC Plans to access your account and discover its features and benefits.

Contact your NC Retiree Advocate.

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