Financial Wellness

UNC Asheville is dedicated to helping staff and faculty be financially well.  Our goal is to help educate and empower staff and faculty for financial success by having a variety of available resources.

On-Campus Certified Financial Planners

The HR Benefits Team collaborates with retirement plan vendors to bring expert financial resources to campus.  Meet with representatives from our retirement plan vendors for financial and retirement related advice. These certified financial advisers come to UNC Asheville’s campus to meet with employees at no cost and provide expert advice and resources to UNC Asheville staff and faculty.

  • Fidelity – Jared McVey, 704-614-4167, schedule an Appointment with a Fidelity Consultant
  • TIAA – Terry Pait, 800-732-8323, schedule an Appointment with a TIAA-CREF Consultant
  • Prudential – Deborah Rapetski, 828-230-3655, deborah.rapetski@prudential.com
  • CAPTRUST is a third party, independent group of advisors working with the UNC System. CAPTRUST can help employees:

o Choose between enrolling in TSERS or the ORP,
o Provide detailed information about the retirement options offered and help you choose the right options for you, and
o Plan for retirement.

Contact CAPTRUST directly at 800-967-9948, or visit www.captrustadvice.com.

Faculty and Staff Assistance Program (FSAP)

 

Legal Support

With the UNC Asheville Faculty and Staff Assistance Program, you have an attorney “on call” whenever you have questions about legal matters. Speak with on-staff licensed attorneys about legal concerns such as divorce, custody, adoption, real estate, debt and bankruptcy, landlord/tenant issues, civil and criminal actions and more. If you require representation, you can be referred to a qualified attorney for a free 30-minute consultation and a 25 percent reduction in customary legal fees.

Financial Information

Everyone has financial questions. With our UNC Asheville Faculty and Staff Assistance Program benefit, you can get answers to your questions about budgeting, debt management, tax issues and other money concerns from on-staff CPAs, Certified Financial Planners® and other financial experts, simply by calling our toll-free number.

There are two ways to access these benefits:

1)  Call 833-515-0768. You’ll speak to a counseling professional who will listen to your concerns and can guide you to the appropriate services you require.
2)  Visit GuidanceResources Online at www.guidanceresources.com and enter our university ID: UNCAEAP.

Remember, your Faculty and Staff Assistance Program benefits are strictly confidential. To view the ComPsych HIPAA privacy notice, please go to www.guidanceresources.com/privacy.

State Employees Credit Union

UNC Asheville employees are eligible to join the State Employees Credit Union. SECU offers members Checking Accounts, Salary Advance Loans, Mortgage Loans, New/Used Vehicle Loans, and Financial Advisory Services.

 

Emergency Loan Program

The Leah Karpen Emergency Loan Program was established through a generous donation to provide university employees with an alternative to borrow money for short-term emergency situations.

Examples of situations warranting the use of an emergency loan may include, but are not limited to:  a family medical emergency, threatened foreclosure or eviction from a primary residence, emergency automobile repairs, or termination of utilities.

Click here for more information on the Leah Karpen Emergency Loan Program.