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.
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.