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.
With the year coming to a close, it’s the season to re-engage with your small business clients and remind them of the 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 a comprehensive lineup of more than 50 investment strategies covering global and U.S. equities, fixed income and alternatives. This permits you to construct diversified portfolios and strategize client goals.
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 advantages of partnering with OppenheimerFunds―world-class investments, technological capabilities, and practice-management support―to work for you and your clients today.
1 Applicable to SIMPLE IRAs, SEP IRAs, Single KSM and Profit Sharing Plans.↩
2 Available through e-sign programs such as LaserApps and DocuSign.↩
OppenheimerFunds is not undertaking to provide investment advice or to provide advice in a fiduciary capacity.
This material is provided for general and educational purposes only, is not intended to provide legal or tax advice, and is not for use to avoid penalties that may be imposed under U.S. federal tax laws. OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.
Mutual funds are subject to market risk and volatility. Shares may gain or lose value. Diversification does not guarantee profit or protect against loss.
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.
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.