Welcome to your The University of North Carolina Optional Retirement Program  (856)
Retirement Plan Information


Click on the links below to learn more about your company retirement plan.

   Cover Letter - introduction to your retirement plan
   Investment Information - detailed risk and return information for your plan's investment options
             Performance
             Prospectus links
FORMS - Enrollment instructions and the forms needed to complete the enrollment process
              Enrollment Form
              401a transfer form
              Important Information About Your Plan
              Lincoln Financial Group Privacy Notice
   View your Entire book cover to cover. Note that due to file size, this may take some time to download.
  MultiFund Transfer Form - Current as of 06.16.09


Detailed information about your Retirement Account can be found by logging on to www.LincolnAlliance.com using your Log-in ID and PIN.


This link will provide you with access to the following:

  • Your account balance - and balances by fund
  • Contribution election - and ability to change your current contribution amount
  • Fund performance
  • Fund descriptions including risk and return, and top holdings
  • Links to the most recent prospectuses, annual and semi-annual reports
  • Statements
  • Investment option transfer capabilities
  • Transaction and confirmation history
  • Loan modeling (if loans are available within your plan)
  • Retirement planning education and calculators
You may want to bookmark the login screen for easy access to your account information.



The program(s) include certain services provided by Lincoln Financial Advisors Corp. (LFA), a broker-dealer (member FINRA) and an affiliate of Lincoln Financial Group, 1300 S. Clinton St., Fort Wayne, IN 46802. Unaffiliated broker-dealers also may provide services to customers.