Available since 1958, 403(b) plans have quietly grown into a powerhouse of assets and opportunity for advisors looking to build their business and develop lasting relationships. The market continues to grow, with employment in the educational services sector of the 403(b) market alone projected to increase to about 1.8 million jobs through 20201 and 403(b) assets expected to grow to $1.1 trillion by 20182. As public pensions continue to be under pressure, 403(b) plans may become an even more important source of funds for educators and other public sector employees in building their retirement savings.

Our longtime experience and commitment to the 403(b) marketplace makes OppenheimerFunds a great partner. We can help through our strong:

  • TPA relationships
  • Product and technical knowledge
  • Customer service support
  • Tools and resources

In addition, OppenheimerFunds has a strong commitment to high quality investments across a broad investment spectrum. We believe The Right Way to Invest is to make global connections, look to the long term, invest with proven teams and take intelligent risks.

The 403(b) market can make a terrific niche business for financial advisors with the right know-how and mutual fund partner.

Next Steps

Contact your Regional Advisor Consultant at 800.255.2750 today for a list of plans where OppenheimerFunds is an approved provider. This will enable you to see where you can recommend OppenheimerFunds. For plans not listed, we can work with you to introduce us.

1 Bureau of Labor Statistics 2012-13 Occupational Outlook Handbook.

2 Cerulli Associates, Retirement Markets 2013, Cerulli Quantitative Report.

3 Asset Allocation cannot eliminate the risk of fluctuating prices and uncertain returns.