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Box 90496
Durham, NC 27705
(919) 684-5600

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HR Home >> Benefits >> Retirement Plans >> Planning Tools >> Investment Carriers

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RETIREMENT PLANS

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Investment PerformanceThe Investment Performance Summary contains a list of the investment options available to employees who participate in the 403(b) retirement plan at Duke.

Investment Carriers

Duke's retirement plans are supported by five investment carriers: Fidelity, DWS Scudder, TIAA-CREF, AIG Retirement, and Vanguard. For more information about finding the retirement carrier that's right for you, please visit the Choosing a Vendor page.

Vendor representatives are available to provide retirement consultation. They will be able to provide you with detailed information concerning the funds offered, asset allocation, portfolio planning, and investment options after retirement. You may also attend one of the retirement consultation sessions listed in the Calendar of Events.

AIG Retirement
AIG Retirement

Contact: Tom Overcash
Local Phone: (919) 401-3252
National Phone: (877) 375-2424
Web Site: www.aigretirement.com
Appointments: (919) 401-3252
Access Your AIG Retirement Account

DWS Scudder
DWS Scudder

National Phone: (800) 541-7705
Web Site: http://university.dws-scudder.com
Appointments: (513) 779-7142
Access Your Scudder Account

Fidelity
Fidelity

Contact: Earl Jewkes
Local Phone: (800) 642-7131
National Phone: (800) 343-0860
Web Site: www.fidelity.com
Appointments: www.fidelity.com/atwork/reservations
Access Your Fidelity Account

TIAA-CREF
TIAA-CREF

Contact: Nick Brailsford
Local Phone: (919) 687-5200
National Phone: (800) 842-2776
Web Site: www.tiaacref.org
Appointments: tiaacref.org/moc
Access Your TIAA-CREF Account

Vanguard
Vanguard

National Phone: (800) 523-1188
Web Site: www.vanguard.com
Appointments: meetvanguard.com or
(800) 662-0106 ext. 14500

Access Your Vanguard Account

 

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