For more detailed information about the funds or to request a prospectus, contact the investment carrier directly.
The Investment Performance and Fee Disclosure Summary contains important information about funds in the 403(b) retirement plans at Duke.
Current Investment Information
Federal regulation requires that Duke, as the retirement plan sponsor, provide plan participants with fee disclosure information regarding fees and services associated with the Faculty and Staff Retirement Plan.
The Plan has four investment carriers: VALIC, Fidelity, Vanguard and TIAA. Each investment carrier offers a broad range of investment alternatives in a tiered structure, intended to allow you to achieve a diversified portfolio without having to spread your investments over multiple providers. The link below provides you with information about investment performance and all the services and fees associated with the investment options available through the Duke University Faculty and Staff Retirement Plan.
You may access the following information:
- An overview of retirement plan fees
- Fee information for available services in the Plan
- Information on expense ratios for each investment option available in the Plan
- A link to the website for each of the investment carriers
- A glossary of financial terms
This information is updated quarterly.
You should reference this information as you make your investment decisions. In addition to fees and expenses, you should also consider a fund's past performance, your personal risk tolerance and the amount of time until your retirement.
Duke and each of our investment carriers are committed to providing you with ongoing support to help you better understand the services, fees, expenses and provisions associated with your Plan. If you have any questions about this information, please contact the Duke HR Benefits Office at (919) 684-5600 or by email at firstname.lastname@example.org.