Tax Deferred Investment

Western Carolina University offers several tax deferred investment plans in which eligible employees may participate. The plans allow employees to reduce current taxable income while setting aside funds to supplement retirement benefits. For more information, contact the Office of Human Resources (227-7218).

457 Deferred Compensation Plan and NC 401k are administered by Prudential Retirement. 

Plan website is http://www.ncplans.prudential.com/.  Through this website you can access important Plan detail as well as retirement planning tools.  You can access the secure member site, where you can review your account balances, research your investment options and perform transactions.

Prudential Retirement
Dan Farmer
(828) 890-2673 or (866) NCPlans (866-627-5267)
Dan.Farmer@prudential.com

403(b) Plans

The two carriers for the supplemental retirement annuities are Fidelity and TIAA/CREF.

The salary reduction agreement and direct links to the carriers can be found at the UNC Voluntary 403(b) Retirement Program.  Please return the salary reduction agreement to the Office of Human Resources.

Fidelity Investments
Salvatore Bria
(919) 627.2902
salvatore.bria@fmr.com

TIAA/CREF
Tamara Johnson
(704) 988.1456 
tamjohnson@tiaa-cref.org

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