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Retirement

Retirement Planning

Planning for retirement is an ongoing journey and there are resources to help you feel prepared.

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. Learn more about Duke's retirement plans.

Enroll or Make Changes

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

Retirement Plans Overview

The Retirement Plans Overview presentation is designed to provide you with a general overview of Duke's Employees' Retirement Plan (ERP) and Faculty and Staff Retirement Plan (403b). If you have additional questions about your retirement benefits after viewing this presentation, please contact the Human Resources Information Center at (919) 684-5600 or email hr@duke.edu.

Learn more about the Duke Faculty and Staff 403(b) Retirement Plan by meeting with a Fidelity representative.

Additional Financial Planning Resources

For additional information about financial planning please visit:

  • Fidelity Webcasts
  • Fidelity Planning Center

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 (2023)
      • Plan Comparison (2022)
      • Premiums (2023)
      • Premiums (2022)
      • HMO Plans
      • PPO Plan
      • 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 (2023)
      • Plan Comparison (2022)
      • Premiums (2023)
      • Premiums (2022)
    • Vision Insurance
      • Plan Chart (2023)
      • Plan Chart (2022)
      • Premiums (2023)
      • Premiums (2022)
      • How to Use the Plan
    • Pharmacy Benefits
      • Covered Drugs
      • Frequently Asked Questions
      • Retail Pharmacy Vaccinations
    • Behavioral Health and Substance Abuse Benefits
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    • Enroll/Make Changes
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  • Reimbursement Accounts
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      • How to File a Claim
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      • Frequently Asked Questions
      • IIAS-Compliant Merchants
    • Dependent Care Account
      • How to File a Claim
      • What's Covered?
      • Managing Your Account
    • How the Plan Works
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    • Appeal a Denied Claim
    • When Participation Ends
    • Legal Information
    • Changes for 2020 and 2021 Reimbursement Accounts
  • Employee Discounts
    • Vendor Registration Form
    • Vendor Information
  • Retirement
    • 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
    • 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
    • Tiered Investment Choices
      • Target Date Funds
      • Your Default Investment Options
      • Self-Directed Brokerage Account (BrokerageLink®)
      • TIAA Traditional Annuity
    • Investment Carriers
    • Investment Performance
    • Retirement Planning
      • Retirement Planning Guide
    • Frequently Asked Questions
    • Recent Fund Changes
    • Retirement Appointment Request
    • Your Duke Retirement Plans at a Glance
  • Time Away From Duke
    • Holidays, Vacation & Sick Time (University)
      • Holiday Schedule (2023)
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      • How it Works
      • Time & Attendance
      • Swipe & Go
      • Policies
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      • Frequently Asked Questions
      • Glossary
    • Leaves of Absence
      • University - Employee FMLA
      • University - Family FMLA
      • Health System Employee/Family FMLA
      • Care for Injured Service Member (FMLA)
      • Qualifying Exigency (FMLA)
      • Leaves of Absence: Effects on Benefits
    • Paid Parental Leave
      • Paid Parental Leave Changes - August 3, 2020
    • Kiel Memorial Vacation/PTO Donation Program
      • Donations
      • Recipients
      • Important Timelines
      • Payment Process
      • Frequently Asked Questions
    • Other Work Absences
  • Educational Benefits
    • Employee Tuition Assistance
      • Eligibility
      • How to Apply
      • Reimbursement
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      • Frequently Asked Questions
      • July 2023 Enhancements
    • Children's Tuition Grant
      • How to Apply
      • Employee Eligibility
      • Child Eligibility
      • Online Application for Participating Schools
    • Undergraduate Admissions Workshops
  • Family-Friendly Benefits
    • Lactation Support Services
    • Duke Child Care Partnership
    • Duke Children's Campus
      • Part Time Childcare Procedures
    • The Little School at Duke
      • Wait Pool Registration
    • Choosing Child Care
    • Child Care Tuition Subsidy
    • Flexible Work Options
      • Flextime
      • 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
    • 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
        • How to File a Claim
        • 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
      • Insurance Certificate
      • Post-Retirement Group Term Life Insurance
      • Survivor Benefit
      • Universal Life Insurance
      • Plan Information
      • Your ERISA Rights
    • Long Term Care Insurance
    • Property Insurance
    • Duke Credit Union
  • Benefits Unique to Duke
  • Employee Appreciation
    • 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
        • COBRA Continuation Insurance
        • Eligibility for Retiree Health
        • Severance Overview
    • 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 Faculty/Staff Retirement Plan
    • Summary Annual Report for the Retiree Health Plan
    • Summary of Material Modification

Human Resources

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

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