Investment Performance
The Investment Performance Summary contains a list of the investment options available to employees who participate in the 403(b) retirement plan at Duke.
Internet Safety Tips and Resources
Fidelity is the primary recordkeeper for retirement services, including investment options, loans and hardship distributions.
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.
Active Recordkeepers
Fidelity
National Phone: (800) 343-0860
Web Site: www.fidelity.com/duke
Appointments: www.fidelity.com/reserve
Account: Access Your Fidelity Account
Local Contacts:
| Alan Collins | Alan.collins@fidelity.com | 919-491-4946 |
| Chris Mann | Christopher.mann@fidelity.com | 919-530-0154 |
| Yvette Mills | Yvette.mills@fidelity.com | 919-444-8603 |
Fidelity Retail Office:
7011 Fayetteville Rd.
Suite 110
Durham, NC 27713
TIAA
Local Phone: (919) 687-5200 / (866) 904-7804
National Phone: (800) 842-2776
Web Site: www.tiaa.org/duke
Appointments: (866) 904-7804
Account: Access Your TIAA Account
Local office: 5425 Page Rd.
Suite 220
Durham, NC 27703
866-904-7804
Frozen Accounts / Previous Recordkeepers
Corebridge Financial (AIG/VALIC)
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 Corebridge Financial Account
Local office: 3211 Shannon Road
Suite 600 (6th floor)
Durham, NC 27707