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Can I request a rollover from my Duke 403(b) retirement account to another retirement vehicle, such as, another 403(b) plan, 401(k) plan, or IRA?

April 26, 2017account Duke Plan request retirement rollover vehicle

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Can I request a rollover from my Duke 403(b) retirement account to another retirement vehicle, such as, another 403(b) plan, 401(k) plan, or IRA?

1 Answer

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• You may rollover the money associated with your (employee) contributions to a retirement carrier or retirement vehicle outside Duke’s plan once you attain age 59 ½ or you separate service from Duke. Any money that Duke has contributed towards your retirement only becomes available for rollover once you separate from service.