Investment Carriers

Duke's retirement plans are supported by five investment carriers: Fidelity, DWS Investments, TIAA-CREF, VALIC, and Vanguard. Each investment vendor has the same tiered investment structure to provide you with the opportunity to build a diversified investment portfolio without having to spread your investments over multiple providers.

Vendor representatives are available to provide retirement consultation. They will be able to provide you with detailed information concerning the funds offered, asset allocation, portfolio planning and investment options after retirement. You may also attend one of the one-on-one retirement consultation sessions offered by these vendors.

DWS Investments
DWS Investments

National Phone: (800) 541-7705
Web Site: www.dwsretire.com
Appointments: (888) 276-0897
Access Your DWS Investments Account
View DWS Investment Tiered Investment Choices

Fidelity
Fidelity

Contact: Chris Mann
Local Phone: (800) 642-7131
National Phone: (800) 343-0860
Web Site: www.fidelity.com/duke
Appointments: www.fidelity.com/atwork/reservations
Access Your Fidelity Account
View Fidelity Tiered Investment Choices

Local office:
7011 Fayetteville Rd.
Suite 110
Durham, NC 27713

TIAA-CREF
TIAA-CREF

Contact: Hank Conway
Local Phone: (919) 687-5200
National Phone: (800) 842-2776
Web Site: www.tiaa-cref.org/duke
Appointments: tiaacref.org/moc
Access Your TIAA-CREF Account
View TIAA-CREF Tiered Investment Choices

Local office:
410 Blackwell Street
Suite 120
Durham, NC 27701

VALIC
VALIC

Contact: Tom Overcash
Local Phone: (919) 401-3252
Local Fax: (919) 493-5756
National Phone: (877) 375-2424
Web Site: www.valic.com/duke
Appointments: (919) 401-3252
Access Your VALIC Account
View VALIC Tiered Investment Choices

Local office:
280 South Mangum St. #150
Durham, NC 27701

Vanguard
Vanguard

National Phone: (800) 523-1188
Web Site: duke.vanguard-education.com
Appointments: meetvanguard.com or
(800) 662-0106 ext. 14500

Access Your Vanguard Account
View Vanguard Tiered Investment Choices