Partnering with OppenheimerFunds provides high value.

As a financial services professional, you and your practice are no strangers to change. You know that to remain successful, it’s vital to embrace change and adopt practice management strategies to differentiate yourself from the competition.

It’s also important to forge great partnerships. For nearly six decades, OppenheimerFunds has remained a constant partner providing investment management excellence, superior customer service and practice management tips.

Re-engage with your small business clients and remind them of the potential benefits an employer-sponsored plan can offer. In addition to the tax-deferred benefits, a retirement plan offers:

  • Tax-deductible employer contributions of up to 25% for incorporated businesses;1
  • Greater ability to attract and retain leading employees, thus reducing new employee hiring and training costs; and
  • Succession planning.

Diversified investment opportunities

The investments you propose for your small business clients are as important as the plans they select. As a leader in investment ideas, OppenheimerFunds enables you to offer your retirement clients comprehensive investments across every major asset class, including U.S. and international equity and fixed-income portfolios.. This permits you to construct diversified portfolios and strategize client goals.

Increase efficiency

With increased demand on your business and human capital, the ability to work digitally can be especially critical at crunch time. Leverage OppenheimerFunds’ new e-signature and e-upload capabilities. Retirement applications and forms can now be processed and signed electronically2 and uploaded online.

A consultative approach

We understand that to maintain successful, long-term client relationships you must offer a wide range of services. Through our CEO Advisor Institute,SM you will receive practical business management and investment insights to help you take your practice to the next level. Our team of consultants will work with you to learn the unique needs of your business and tailor our support to you.

Put all the potential advantages of partnering with OppenheimerFunds―world-class investments, technological capabilities, and practice-management support―to work for you and your clients today.

Brochure Retirement Plans for
Small Businesses Employer Guide

1 Applicable to SIMPLE IRAs, SEP IRAs, Single KSM and Profit Sharing Plans.

2 Available through e-sign programs such as LaserApps and DocuSign.