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403(b)(7) Mutual Funds Service Provider Listing
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This is an Alphabetical listing of Custodial Companies that have met the requirements to participate in the 403(b)Tax-Deferred Annuity (TDA) Plan for University of Hawai'i employees.
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NOTICE: The University of Hawai'i does not endorse or recommend any company authorized to sell Custodial Accounts under the University 403(b) TDA plan. This listing is to provide general information and is a service to our employees.
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Authorized 403(b)(7) Mutual Funds Service Providers
rev. 12/16/2008
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Code
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American Century Investments
Phone: 800 345-3533 ext 45999
Internet: http://www.americancentury.com/workplace/
To invest with this NO-LOAD mutual fund company, call the toll-free number and request the appropriate information/forms to establish your 403(b) investment account.
Remember that you and the Service Provider must complete the UH Form 82 - 403(b) Salary Reduction Agreement.
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100
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Ameriprise Financial
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118
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Fidelity Investments
Phone: 800 343-0860, select Option #2.
Instructions to establish a University of Hawaii 403(b) account with Fidelity Investments
For contribution changes/cancellations, complete a UH Form 82 Salary Reduction Agreement. Please note that a signature from the representative/service provider is NOT required.
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102
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Franklin Templeton Trust Company
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103
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Oppenheimer Funds
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116
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Pacific Advisors Fund, Inc.
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120
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Transamerica Financial Advisors dba Occidental Underwriters of Hawaii
1163 S. Beretania Street
Honolulu, HI 96814
Phone: 808 536-1933
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Plan Members Services Corporation
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113
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Putnam Investments
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115
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Security Funds
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110
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Symetra Life Insurance Co.
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108
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Thrivent Financial
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801
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354 Uluniu St. #310
Kailua, HI 96734
Phone: 808 262-0070
Fax: 808 262-0076
Internet: http://www.thrivent.com
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Vanguard Financial
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121
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Terminated 403(b)(7) Mutual Funds Service Providers
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Code
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AIM Investments
(Not participating effective 12/31/2008)
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104
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Calvert Distributors
(Not participating effective 12/31/2008)
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122
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Enterprise Group of Funds
(Not participating effective 1/1/2009)
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101
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Merrill Lynch CMSS
(Not participating effective 1/1/2009)
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123
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Pershing - Financial Network Investment Corporation
(Not participating effective 1/1/2009)
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119
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Phoenix Funds
(Not participating effective 1/1/2009)
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105
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PIMCO Funds Distributors
(Not participating effective 12/31/2008)
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109
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Pioneer Funds
(Not participating effective 1/1/2009)
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106
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Sentinel Funds
(Not participating effective 1/1/2009)
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114
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Wachovia Securities, LLC
(Not participating effective 1/1/2009)
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112
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Wachovia Securities, LLC
Two Waterfront Plaza, Suite 400
500 Ala Moana Boulevard
Honolulu, HI 96813
Phone: 808 547-5360
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Wells Fargo Advantage Funds
(Not participating effective 1/1/2009)
Phone: 800 368-1030
To invest with this NO-LOAD mutual fund company, call the toll-free number and request the appropriate information/forms to establish your 403(b) investment account.
Remember that you and the Service Provider must complete the UH Form 82 - 403(b) Salary Reduction Agreement.
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107
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For further information, contact OHR via e-mail at uh-tda-l@hawaii.edu or phone (808) 956-8643.
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