Retirement Readiness

This checklist will guide you through the steps needed prior to retirement.

Get ready to retire

  • 1

    Visit your ORBIT account

    Log in and review information, including person information, years of service, beneficiaries, etc.

    ORBIT

  • 2

    Learn about your benefits

    Visit myNCRetirement.gov to read important information about your benefits in retirement.

    Nearing Retirement

  • 3

    Within 12 months of your retirement date, schedule a virtual one-on-one with a benefits counselor

    Schedule an appointment and gather important documents that you would like to discuss during your meeting. This includes 

    • a Custom Benefit Estimate generated in ORBIT,
    • your most recent MARS (Member Annual Retirement Statement),
    • NC 401(k) and/or NC 457 Plans’ statements and
    • Social Security Benefits Statement

    ORBIT

  • 4

    Review your beneficiaries for all accounts and benefits

    Review your beneficiaries for each benefit in ORBIT, NC 401(k) and NC 457 Plans and any other benefit or account you may have. Updating your beneficiaries in one area does not automatically update your election with all accounts. It is important to review each account and benefit to make sure you have designated the person(s) you intended.

    ORBIT

Important Contacts  
North Carolina Retirement SystemsmyNCRetirement.gov(919) 814-4590
ORBIT Self-ServiceORBIT.myNCRetirement.gov 
NC 401(k) and NC 457 PlansmyNCPlans.gov(866) 627-5267
NC State Health Planshpnc.gov(855) 859-966