General Status
OppenheimerFunds is remaining in the 403(b) market and has entered into an Umbrella ISA with CCC. Click Here for an online enrollment form for an OppenheimerFunds 403(b)(7) Custodial Account. On 1/29/2009 CCC learned that OppenheimerFunds does not allow loans against accounts for which Participant have severed employment with Employers that sponsor the corresponding 403(b) Plans. The minimum loan amount must be no less than $1,500.00, this must represent at least 50% of the account balance plus sufficient funds to cover fees associated with the loan.
Landing Pages
Product and Fee Information
Click the link(s) below for information on OppenheimerFunds products:
Marketing Information
Investment products of OppenheimerFunds are marketed using the following approaches:
Helpful Employee Resources
If available, CCC has linked the vendor's educational resources below:
OppenheimerFunds 403(b) Consumer Education Page
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David Douglas Status
If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.
David Douglas Plan Number
When contacting OppenheimerFunds to open an account, please reference Plan Number: 57255
David Douglas Local Contacts
The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.
- Retirement Services OppenheimerFunds - (800) 835-7305
Investment Options
OppenheimerFunds offers the following type(s) of investment option:
- 403(b)(7) Custodial Mutual Funds (Load)
Roth 403(b) Contribution Policy
OppenheimerFunds accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.
Vendor Forms and Online Submissions Links
When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact OppenheimerFunds to request your form.
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