Board of Trustees & Meetings

The NC Achieving a Better Life Experience (ABLE) Act allows people with disabilities to save money in a special 529A account for qualified disability expenses, similar to the tax-deferred accounts used by families to save for their children’s college educations.

Board ​Meetings

These meetings are held virtually. Registration and login information will be provided prior to each meeting and posted for the public online below.

Accommodations for people with disabilities will be made upon request. Please contact Patti Hall at 919-814-4198 or Patti.Hall@nctreasurer.com at least ten days prior to each meeting. Requests for accommodations or modifications made less than ten days prior to the meeting will be honored to the maximum extent feasible, but it may not be possible to fulfill them. Extensive accessible parking is available at the main entrance. Our main entrance is fully accessible. Meetings are scheduled to begin at 9:30am unless otherwise indicated below.

Meeting Archives

Meeting Dates/Minutes Board Materials

May 9, 2024, 
9:30 – 10:30 AM

Meeting Recording

Agenda

1. 2024 ABLE Board dates memo
2. ABLE Board of Trustees Appointment Terms
3. NC ABLE Org Chart Update
4. 2024 Quarterly Investments Presentation with Fund Fact Sheets
Tab 1 NC ABLE Board Minutes 11-08-2023
Tab 2 ABLE Letter to the GA
Tab 3 Comms and Outreach Update
Tab 4 NC ABLE Q1 2024 Board Report

For Public Comments, email Lisa Norris at lisa.norris@nctreasurer.com
 

 


November 7, 2024, 
9:30 – 10:30 AM

Please join the meeting from your computer, tablet or smartphone.
https://meet.goto.com/260342445

You can also dial in using your phone.
Access Code: 260-342-445
United States: +1 (669) 224-3412

 

 

 

 

Tab/Accordion Items

The makeup of the NC ABLE Program Board of Trustees is mandated by the NC ABLE Act, N.C. G.S. 147- 86.52. The Board is composed of six members. The State Treasurer serves as chair, and two members serve ex-officio: the NC Commissioner of Banks, or designee, and the Secretary of the NC Department of Health and Human Services, or designee. One member is appointed by the Governor. One member is appointed by the General Assembly, upon recommendation of the Speaker of the House of Representatives. One member is appointed by the General Assembly, upon recommendation of the President Pro Tempore of the Senate.

 

Photo of Treasurer Folwell

 

State Treas​​urer Dale R. Folwell, CPA, Chair
Appt. By/Rep.: Ex Officio
Expiration Date: Indefinite

Chris Egan

Senior Director, NC Department of Health and Human Services
Appt. By/Rep.: Designee of Kody Kinsley,
Secretary, NC Department of Health and Human Services
Appt. By/Rep.: Ex Officio
Expiration Date: Indefinite

Katherine M.R. Bosken

NC Commissioner of Banks
Appt. By/Ret.: Ex Officio
Expiration Date: 3/31/2023

Photo of Marquita Robertson

Marquita Robertson

Appt. by: Governor
Appointed: Aug. 29, 2019
Expiration Date: June 30, 2024

Photo of Melinda Plue

Melinda Plue

Appointed by: Speaker of the House
Appointed: Jan. 19, 2016
Expiration Date: June 30, 2024

Carlton Tim Smith

Appt. By/Rep.: President Pro Tempore of the Senate
Appointed: July 1, 2021
Expiration Date: June 30, 2024

Email the Board: ncABLE@nctreasurer.com

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