Reminder: Blackout Period for the Fidelity Retirement Programs
The University of North Carolina recently announced TIAA would provide all recordkeeping
services for the UNC Retirement Programs. A notice was mailed to employees this January,
outlining how your account balance(s) will transfer from Fidelity to TIAA.
As a reminder, there will be a blackout period to facilitate the transfer of existing
investment balances from Fidelity to TIAA. During this time, you will not be able
to change your investment choices, take or change loans, make withdrawals or transfer
funds. The blackout period affecting Fidelity accounts is expected to begin March 25, 2024, at 4 p.m. (EST), and is expected to end during the week of April 15, 2024. Please review the Blackout Notice, which was mailed to you in January, for more information.
Important note: The date of the transfer and the end of the blackout period depend on the accurate,
timely transfer of data and assets from Fidelity to TIAA. If this does not occur,
the end of the blackout period could be delayed.
If you have any questions, please call TIAA at 866-681-0594. Consultants are available weekdays from 8 a.m. to 10 p.m. (EST).
Thank you for your patience during the retirement plan transition!