Planning Tools
Retirement Planning - This site has been
prepared by Benefits to provide you with a summary of useful information as you
begin to plan for retirement. We encourage you to review the site several
years before retiring to help you
formulate a complete retirement plan.
Request an Estimate of Your Employees' Retirement Plan Benefits - For biweekly
paid employees.
Calendar of Events - This is an online
calendar listing all seminars that are offered by Duke's five investment
carriers (please allow 30-40 seconds for this page to load).
Researching Your Own Investment Tutorial -
The material in this web site will highlight some basic information on
investing, and will offer guidance in many of the important decisions that you
will have to make in planning your retirement.
Investment Performance Summary -
The summary contains a list of the investment options available to
employees who participate in the 403(b) retirement plan at Duke.
Retirement Consultation - 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.
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