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RETIREMENT PLANS

How to Contribute to a New Vendor Employees' Retirement Plan The Employees' Retirement Plan is paid for entirely by Duke. You do not have to contribute to the plan.

Contribute to a New Investment Carrier

How to contribute to a new investment carrier or direct future contributions to a different investment carrier

You may start contributing to a new investment carrier in your 403(b) retirement plan. Duke offers a choice of five different investment carriers with over 300 investment funds. Here are the steps that you need to take to contribute to a new carrier:

• Choose your investment carrier(s) and make your investment fund(s) selections.
• View a complete listing of all the investment funds offered to Duke employees.
• View investment carrier telephone numbers and website addresses.
• Complete the investment carrier enrollment application(s) for your new investment carrier along with a contribution change form available at Web Tools & Forms.

You may also change the amount that you are contributing to a specific investment carrier. For example, if you currently contribute 1 percent of your pay to Vanguard and 3 percent to TIAA-CREF and want to contribute more to Vanguard, then complete a contribution change form. Please make sure that you include the amounts/percentages for all of your investment carriers on this form.

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