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Annual Benefits Statements​

Welcome to the Annual Benefits Statement website! The Department of State Treasurer wants to make sure that you are financially ready when you want to retire. This means that you have 80 percent of your pre-retirement income available in retirement.​

View the video below to learn more about your Annual Benefits Statement, or login to ORBIT​ now to access your personalized statement.

About the Annual Benefits Statements Site

Resources to Prepare You for Retirement

NOTE: Print out your Annual Benefits Statement to follow along with the User Guide.
T​he Annual Benefits Statements site offers:​
  1. A list of frequently asked questions that cover topics about your statement
  2. A list of agency participants in the NC 401(k) and NC 457 Plans
  3. A list of participants in the NC 403(b) Program​
  4. Annual Benefits Statement User Guide​
  5. Annual Benefits Statement Flyer​ - detailed explanation of the four checkpoints
  6. Links below to resources to help you develop and meet your long-term financial goals
Use your Annual Benefits Statement and this website to aid you in developing a retirement plan. One of the elements shown in the Annual Benefits Statement is your Gap Analysis. The purpose of this analysis is to give you an estimate of whether you are financially ready for retirement or if you may need to save more to better prepare yourself for your retirement. 

We encourage you to take advantage of the resources on this website to guide you in your financial planning process. It is never too soon or too late to start a savings plan.