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.
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 Duke Benefits at (919) 684-5600 or email benefits@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:
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.