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Northwest Regional ESD

OppenheimerFunds Distributors, Inc

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.

Marketing Approaches

  • Advisors

 

NWRESD Plan Number: 75014

Helpful Employee Resources

 

Page Last Modified: 12/6/2018 4:31:18 PM