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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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403(b)(7) Mutual Funds Service Provider
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Code
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AIM Investments
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104
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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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American Express Financial
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118
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Calvert Distributors
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122
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Enterprise Group of Funds
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101
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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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Merrill Lynch CMSS
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123
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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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Pershing - Financial Network Investment Corporation
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119
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Phoenix Funds
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105
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PIMCO Funds Distributors
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109
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Pioneer Funds
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106
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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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Symetra Life Insurance Co.
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108
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Security Funds
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110
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Sentinel Funds
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114
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Thrivent Financial
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801
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Sterly & Judith Engman
92-125 Kohea Place
Kapolei, HI 96707-1363
Phone: 808 672-4410
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Vanguard Financial
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121
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Wachovia Securities, LLC
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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
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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