Welcome to the website VALIC has created especially for you, as an employee eligible to participate in the Duke University 403(b) retirement plan.
NEW & NOTEWORTHY
| • | New Vesting Schedule effective January 1, 2012 -- Duke University will implement a vesting schedule effective January 1, 2012, for the Faculty and Staff Retirement Plan. Click here for more information. |
| • | New Tiered Investment Lineup Effective September 1, 2011 -- To make it easier to navigate your choices, investments are now grouped into tiers. Funds in Tier 1 and Tier 2 are actively monitored and have been specifically chosen by Duke University based on their suitability for use in a diversified retirement savings portfolio and their competitive expense level.
Tier 1 investment options include a balanced fund and target dated retirement funds. Core Funds listed in Tier 2 range from principle protection funds to equity funds providing you with solid investment options which allow you to build your own customized diversified portfolio. To review the new tiered investment lineup, click here. |
| • | New Mutual Fund Program Effective June 1, 2011 -- In a continuing effort to provide its employees with the best 403(b) plans, Duke University has chosen to add a new mutual fund program to the VALIC fund lineup.
Current/Existing VALIC Participants (includes rehires with annuity balances) You have the option to continue your future contributions to the annuity program or you may invest in the new mutual fund-based program. > To find out more about this exciting new program and your options, click here. > To enroll in the mutual fund-based program, click here. > To transfer annuity assets to the mutual fund-based program, depending on your plan type, click on one of the following links: Duke University Faculty & Staff Retirement Plan (if you are paid monthly) Duke University Savings for Retirement Plan (if you are paid bi-weekly) New VALIC Participants must enroll in the mutual fund-based program. Click here to enroll today! Remember,you don't have to go it alone. Our local financial advisors are always available to assist you with this process. Click here to contact your financial advisor. |