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Box 90496
Durham, NC 27705
(919) 684-5600

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HR Home >> Benefits >> Financial Fitness Week >> One-on-one Retirement Counseling Sessions

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Financial Fitness Week: One-on-one Retirement Counseling Sessions

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You may schedule an appointment to meet one-on-one with an investment representative about your 403(b) retirement plan. Please bring any retirement material you have that you would like to discuss in further detail. Details about these sessions are listed below.

Monday, May 18

AIG Retirement
Duke North (CR 6676a in the HAFS building)
To reserve an appointment: Call (919) 401-3252


Tuesday, May 19

DWS Investments (formerly Scudder)
Duke University Federal Credit Union (Branch Office)
To reserve an appointment: Call 1-888-276-0897

Vanguard
Bryan Center (Meeting Room A)
To reserve an appointment: Go to meetvanguard.com

AIG Retirement
Duke Raleigh Hospital
To reserve an appointment: Call (919) 401-3252


Wednesday, May 20

Fidelity Investments
Durham Regional Hospital (PDR D)
To reserve an appointment: fidelity.com/atwork/reservations

AIG Retirement
Durham Regional Hospital
To reserve an appointment: Call (919) 401-3252

TIAA-CREF
Perkins Library
To reserve an appointment: tiaacref.org/moc


Thursday, May 21

Fidelity Investments
Bryan Center (Meeting Room A)
To reserve an appointment: fidelity.com/atwork/reservations

 

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