You have some decisions to make. And we’re here to help.
Your Duke Private Diagnostic Clinic (PDC) 401(k) plan is terminating later this year and you need to take action. What you do with your retirement plan assets is a big decision—and the choices can be complex.
CAPTRUST is here to provide Duke PDC employees with specialized expertise, personalized guidance, and peace of mind during this transition.
CAPTRUST is here to provide Duke PDC employees with specialized expertise, personalized guidance, and peace of mind during this transition.
CAPTRUST, an independent financial services firm headquartered in Raleigh, has served as a long-term partner and retirement plan fiduciary to both PDC and Duke University. With extensive knowledge of the two organizations, we have a deep understanding of both retirement plans and are uniquely positioned to help you navigate your options based on your individual goals. And, as an unconflicted fiduciary, you can be assured that we are always acting in your best interest.
Our advisors are here to provide individual and conflict-free financial advice to those impacted by this change. We can help you answer questions like:
- What should I know about the move to the Duke University retirement plan?
- What is a 457(b) plan? Can I participate in both plans?
- What other options do I have for my retirement savings? What are the implications?
- When must I take action? What happens if I don’t decide by the deadline?
- How can I optimize the value of my retirement savings?
- Will this change impact my ability to save for retirement moving forward? How can I stay on track for retirement?
- Are there any other considerations I should be aware of?
Use the calendar links below to schedule your one-on-one virtual appointment with one of our advisors to review your options, discuss tax efficiencies, and assist you with your decision-making process.
Additional Resources
- Learn about 457(b) plans – Roxanne updating with 2023 limits.
- Understanding the nuances of employer-sponsored retirement plans can be daunting. We explore the most significant distinctions of 403(b), 401(k), and 457(b) plans.
