Duke Faculty and Staff Retirement Plan Investment Performance and Fee Disclosures

This website is intended to provide you with important information to assist you in making informed decisions about the management of your retirement plan accounts and the investment of your retirement savings. 

The Duke Faculty and Staff Retirement Plan has four investment carriers: VALIC, Fidelity, Vanguard and TIAA. 

Click on the link below to view the required annual participant fee disclosure: 

Please review the information regarding fees and services carefully. You should reference this information as you make your investment decisions. In addition to fees and expenses, you should also consider a fund’s past performance, your personal risk tolerance and the time frame until your retirement. 

For an update on the investment’s performance, please see the section below entitled Plan Investment Comparison Charts or click on your preferred investment carrier’s link located under Other Useful Links.  

Plan Investment Comparison Charts

You can compare the products and investment options currently available under the Plans by Tier Groups or Investment Carriers. The investment performance information in each of these comparisons is updated on a quarterly basis.

Other Useful Links

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