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403(b)(7) Mutual Funds Service Provider Listing
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.
 
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.
Authorized 403(b)(7) Mutual Funds Service Providers rev. 12/16/2008 Code
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.
100
Ameriprise Financial 118
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.
102
Franklin Templeton Trust Company 103
Oppenheimer Funds 116
Pacific Advisors Fund, Inc. 120
  Transamerica Financial Advisors dba Occidental Underwriters of Hawaii
1163 S. Beretania Street
Honolulu, HI 96814
Phone: 808 536-1933
Plan Members Services Corporation 113
Putnam Investments 115
Security Funds 110
Symetra Life Insurance Co. 108
Thrivent Financial 801
  354 Uluniu St. #310
Kailua, HI 96734
Phone: 808 262-0070
Fax: 808 262-0076
Internet: http://www.thrivent.com
Vanguard Financial 121

Terminated 403(b)(7) Mutual Funds Service Providers Code
AIM Investments
(Not participating effective 12/31/2008)
104
Calvert Distributors
(Not participating effective 12/31/2008)
122
Enterprise Group of Funds
(Not participating effective 1/1/2009)
101
Merrill Lynch CMSS
(Not participating effective 1/1/2009)
123
Pershing - Financial Network Investment Corporation
(Not participating effective 1/1/2009)
119
Phoenix Funds
(Not participating effective 1/1/2009)
105
PIMCO Funds Distributors
(Not participating effective 12/31/2008)
109
Pioneer Funds
(Not participating effective 1/1/2009)
106
Sentinel Funds
(Not participating effective 1/1/2009)
114
Wachovia Securities, LLC
(Not participating effective 1/1/2009)
112
  Wachovia Securities, LLC
Two Waterfront Plaza, Suite 400
500 Ala Moana Boulevard
Honolulu, HI 96813
Phone: 808 547-5360
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.
107
 
For further information, contact OHR via e-mail at uh-tda-l@lists.hawaii.edu or phone (808) 956-8643.

Copyright © 1999 University of Hawai'i, Office of Human Resources
Sep-18-2000