How to Transfer Funds in
the
Employees' Retirement Plan
This plan does not have
provisions that allow for transfers to or from the plan.
Transfer Funds
How to Transfer Funds Between Retirement Plan Providers
You may transfer your funds between investment carriers in your 403(b)
retirement plan by contacting the investment carriers receiving the funds directly. For example, if you are transferring from Fidelity to AIG Retirement, contact AIG Retirement. They will send you appropriate paperwork and instructions. See a
complete listing of all the investment funds offered to
Duke employees. View investment carrier telephone
numbers and website addresses.
