OppenheimerFunds understands the key principles of sound investing and is dedicated to providing solutions to help 403(b) plan investors pursue their retirement goals. Our disciplined, long-term approach to investing across asset classes and styles—combined with intelligent risk-taking—has been helping our clients build globally diversified portfolios since 1959.

Learn more about OppenheimerFunds here.

We’ve been helping 403(b) plan sponsors and participants since 1983, with a focus on the K-12 school market. With more than 10,000 plans and over 139,000 participants, we are well positioned to support you and your 403(b) plan investors. Our services include:

  • A comprehensive suite of investments available in Class A, C and R shares
  • Supporting plan sponsors and third-party administrators to facilitate their plan management, record-keeping and compliance
  • Specialized retirement representatives available at 800-835-7305
  • Technology to enable electronic remittance and data sharing

Our level of experience and knowledge of the 403(b) marketplace makes us a trusted partner for you and your client.

Some of these tools and resources may help you:

Ask your Regional Advisor Consultant for the OppenheimerFunds approved provider list of 403(b) plan sponsors who offer the OppenheimerFunds 403(b)(7) program. Check with the plan sponsors for their solicitation guidelines.

  • The plan sponsor would need to complete the 403(b) Employer Guide if we are selected as an approved provider for the plan
  • Consider enrolling participants using the 403(b) Employee Guide.
  • Call your regional advisor consultant to order personalized mailers containing targeted messages for your clients and prospects.

Clients should talk to a financial advisor and consider whether or not an OppenheimerFunds 403(b)(7) is suitable for them.