You may transfer your account balances between investment carriers in your 403(b) retirement plan by contacting the investment carriers receiving the funds directly. For example, if you are transferring from Fidelity to VALIC, contact VALIC. They will send you appropriate paperwork and instructions. See a complete listing of all the investment funds offered to Duke employees. View investment carrier's contact information.
The value of your account at the time of transfer is based on current market value and is subject to any gains or losses.
How to Change Contributions in the Employees' Retirement Plan
The Employees' Retirement Plan is paid for entirely by Duke. You do not have to contribute to the plan.