The Investment Performance Summary contains a list of the investment options available to employees who participate in the 403(b) retirement plan at Duke.
Fidelity is the primary recordkeeper for retirement services, including investment options, loans and hardship distributions as of January 15, 2019.
Set up an appointment with a Fidelity representative to discuss your questions concerning the funds offered, asset allocation, portfolio planning and investment options after retirement. Fidelity representatives are available to meet with you in person or assist over the phone.
TIAA will only offer the TIAA Traditional Annuity account. Contact TIAA if you have questions about the TIAA Traditional Account.
Fidelity Retail Office:
7011 Fayetteville Rd.
Durham, NC 27713
Local office: 5425 Page Rd.
Durham, NC 27703
Frozen Accounts / Previous Recordkeepers
AIG Retirement Services
Contact: Tom Overcash (Thomas.Overcash@aig.com)
Local Phone: (919) 401-3252
Local Fax: (919) 401-3224
National Phone: (800) 448-2542
Web Site: www.aig.com/retirementservices
Appointments: (919) 401-3252
Account: Access Your VALIC Account
Local office: 3211 Shannon Road
Suite 600 (6th floor)
Durham, NC 27707