UNC 403(b) & 457(b) Fund Allocation Notice
The University of North Carolina (UNC) System is committed to periodically reviewing its retirement programs to make sure they continue to help you meet your retirement and financial goals. Among the things considered are the investment options available through the plans and the investment option’s performance and value. Effective February 2, 2026, if you participate in the UNC System sponsored mandatory retirement plan (e.g., the Optional Retirement Plan) or any of the UNC sponsored supplemental plans (e.g., UNC 403(b) or UNC 457(b) plans), you will see slight changes in the underlying asset allocation targets for the UNC Target Date Models. The purpose of this memo is to inform you of these changes. You do not need to take action. To read more about this, please use the links below to be routed to the UNC System Office webpage and then click on the Important Notices section to review the PDF containing this.
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