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  • Retirement Plans

Retirement Plans

Retirement Plans Overview

Learn more about the Retirement Plans at Duke University:

  • Free monthly Retirement Plans Overview seminars designed for all employees (offered by Duke Human Resources)
  • Free one-on-one sessions with Duke's investment carriers
  • Free seminars at the Duke University Federal Credit Union

Additional Retirement Planning Resources

For more information about retirement planning, please visit the presentations from Financial Fitness Week.

Duke offers two different types of retirement plans. Eligibility for participation in these plans is determined by whether you are paid biweekly or monthly. Both plans provide a comparable retirement income.

Retirement Planning Guide

The Retirement Planning Guide provides a summary of information that will be useful to Duke employees as they plan for retirement. Duke encourages you to review the site several years before retiring to help formulate a complete retirement plan.

Enroll or Make Changes

The Faculty and Staff Retirement Plan provides you with an option to make voluntary contributions on pre-tax basis or a Roth after-tax basis. Learn how to enroll in the Duke Faculty and Staff Retirement Plan as well as how to change contributions, change investment carriers, transfer funds, change beneficiaries or request withdrawals or loans.

Tiered Investment Choices

Duke offers a tiered approach to investing, based on how hands-on you want to be with your investments.

Default Investment Alternative

If you have a payroll deduction set up to contribute into a 403(b) account but do not choose an investment carrier or specific funds, Duke places the money in certain funds chosen as qualified default investment options.

Investment Carriers

Fidelity is the primary retirement service provider for recordkeeping services for the Duke Faculty and Staff Retirement Plan.

Performance Information and Fee Disclosure

The Investment Performance and Fee Disclosure report provides information about recent performance and fee information for the investment options available to employees who participate in the 403(b) retirement plan at Duke.

Benefits

  • Medical, Dental, & Vision Benefits
    • Medical Insurance
      • Plan Comparison (2020)
      • Plan Comparison (2019)
      • Premiums (2020)
      • Premiums (2019)
      • HMO Plans
      • PPO Plans
      • Medical Benefits Abroad
      • Retiree Health Insurance
        • Duke Plus
        • Early Retiree Health Plans
      • Health Management Programs
      • Infertility Benefits
      • Bariatric Surgery
      • 1095-C Tax Form
    • Dental Insurance
      • Plan Comparison (2020)
      • Plan Comparison (2019)
      • Premiums (2020)
      • Premiums (2019)
    • Vision Insurance
      • Plan Chart (2020)
      • Plan Chart (2019)
      • Premiums (2020)
      • Premiums (2019)
      • How to Use the Plan
    • Pharmacy Benefits
      • Covered Drugs
      • Frequently Asked Questions
      • Retail Pharmacy Vaccinations
    • Behavioral Health and Substance Abuse Benefits
      • Providers
      • Treatment of Autism Spectrum Disorder
    • Enroll/Make Changes
    • Coverage & Eligibility
    • Find a Network Provider
    • Privacy Practices
    • Required Notices
  • Reimbursement Accounts
    • Your Personal Account
    • Health Care Account
      • How to File a Claim
      • How to Manage Your Account
      • Health Care Card
      • Eligible & Ineligible Expenses
      • Orthodontia
      • IRS Rules
      • Frequently Asked Questions
      • IIAS-Compliant Merchants
    • Dependent Care Account
      • How to File a Claim
      • What's Covered?
      • Managing Your Account
    • How the Plan Works
    • EZ Receipts Mobile App
    • Appeal a Denied Claim
    • When Participation Ends
    • Legal Information
  • Employee Discounts
    • Vendor Information
    • Vendor Registration Form
  • Retirement Plans
    • Enroll or Make Changes
      • Enroll in Your Duke Retirement Plan
      • Making Changes
      • Roth 403(b) Contributions
      • Vesting of Duke's Contribution
      • Transfer Funds
      • Request a Withdrawal or Loan
    • About Duke's Plans
      • Employees' Retirement Plan (Non-Exempt)
      • Faculty/Staff Retirement Plan (Non-Exempt)
      • Faculty/Staff Retirement Plan (Exempt)
        • Duke's Contribution
        • Service Requirement Waiver
      • 457(b) Deferred Compensation Plan
    • Tiered Investment Choices
      • Target Date Funds
      • Your Default Investment Options
      • Self-Directed Brokerage Account (BrokerageLink®)
      • TIAA Traditional Annuity
    • Investment Carriers
    • Investment Performance
    • Retirement Planning Guide
    • Frequently Asked Questions
    • Retirement Enrollment Seminars
  • Time Away From Duke
    • Holidays, Vacation & Sick Time (University)
      • Holiday Schedule (2020)
      • Holiday Schedule (2019)
    • Paid Time Off (DUHS)
      • How it Works
      • Time & Attendance
      • Swipe & Go
      • Policies
      • Banks
      • Frequently Asked Questions
      • Glossary
    • Leaves of Absence
      • Employee Family Medical Leave (University)
      • Family Member's Medical Leave (University)
      • Employee/Family Member Medical Leave (Health System)
      • Care for Injured Service Member (FMLA)
      • Qualifying Exigency (FMLA)
      • Leaves of Absence: Effects on Benefits
    • Paid Parental Leave
      • Frequently Asked Questions
    • Kiel Memorial Vacation/PTO Donation Program
      • Important Timelines
      • Donations
      • Recipients
      • Frequently Asked Questions
    • Other Work Absences
  • Educational Benefits
    • Employee Tuition Assistance
      • Eligibility
      • How to Apply
      • Reimbursement
      • Departmental/Manager Responsibility
      • Frequently Asked Questions
    • Children's Tuition Grant
      • How to Apply
      • Employee Eligibility
      • Child Eligibility
  • Family-Friendly Benefits
    • Lactation Support Services
    • Duke Child Care Partnership
    • Duke Camps
    • Duke Children's Campus
      • Part Time Childcare Procedures
      • Wait Pool Registration
    • The Little School at Duke
      • Wait Pool Registration
    • Choosing Child Care
    • Child Care Tuition Subsidy
    • Flexible Work Options
      • Flextime
      • Telecommuting
      • Compressed Work Schedules
      • Job Sharing
      • Abbreviated Schedule or Part-Time Work
      • 10- and 9-Month Arrangements
      • How to Introduce
      • Guidelines for Success
      • Frequently Asked Questions
  • Financial Security Benefits
    • Financial Fitness Week 2019
      • Presentations
    • Plan Comparison
    • Disability Benefits
      • Duke Disability
        • Eligibility
        • When Am I Covered?
        • Filing for Benefits
        • Amount of Coverage
        • Benefits While Disabled
        • Frequently Asked Questions
      • Voluntary Disability
        • Short Term Disability
        • Long Term Disability
        • Choosing Coverage
        • Enrollment
        • Cost
        • Frequently Asked Questions
      • Department Manager & Payroll Representative Info
    • Life Insurance
      • Basic Life Insurance
      • Supplemental Life Insurance
        • Supplemental Life Insurance Rate Table
      • Personal Accident Insurance
        • Eligibility
        • Coverage
        • Benefits
      • Business Travel Assistance
        • Stateside Travel
        • Travel/Accident Insurance
      • Universal Life Insurance
      • Insurance Certificate
      • Post-Retirement Group Term Life Insurance
      • Survivor Benefit
      • Plan Information
      • Your ERISA Rights
    • Long Term Care Insurance
    • Property Insurance
    • Duke Credit Union
  • Benefits Unique to Duke
  • Employee Appreciation
    • Duke Appreciation 2019
    • Presidential Award
    • Career Service Awards
  • Benefits Enrollment
    • Information for 4th Quarter (Oct - Dec) New Hires
    • Contact a Plan Provider
    • When Can I Enroll?
    • Life Events Information
      • Getting Married
      • Getting Divorced
      • New Child
      • Death in the Family
      • Leaving Duke
      • Layoff Candidate
    • Same Sex Spousal Equivalent Information
      • Reimbursement Accounts
    • Benefits Payroll Deduction Schedule
  • Summary Plan Descriptions & Required Notices
    • Summary Annual Report for the Welfare & Fringe Benefits Plan
    • Summary Annual Report for the Duke Faculty and Staff Retirement Plan

Human Resources

Duke Human Resources
705 Broad St. Box 90496
Durham, NC 27705
Phone: (919) 684-5600
Have questions?

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