Consulting on semi-custom TDFs enhances your value to a plan sponsor and can help you forge a deeper relationship. Your expertise can differentiate your services from other advisors who only offer pre-packaged TDF solutions and underscore your reputation as a thought leader.
Contact an OppenheimerFunds Retirement Consultant at 800 734 5222. We can help you to:- Understand recordkeeper and third-party glide path and fiduciary provider capabilities.
- Facilitate the selection and monitoring of a semi-custom TDF model.
- Employ analytics and tools to assist in the evaluation of a semi-custom TDF model.
Discussion of custom or semi-custom target date models is not intended to represent investment advice that is appropriate for all investors. Each investor's portfolio must be constructed based on the individual's financial resources, investment goals, risk tolerance, investing time frame, tax situation and other relevant factors.
OppenheimerFunds does not recommend any specific asset allocations. A financial advisor can suggest an asset allocation strategy designed to meet your financial goals, time horizon and risk tolerance. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns and does not assure a profit or protect against loss.
OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity.
Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value.
These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.