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OppenheimerFunds Direct ISA

Individual CCC Client Employers

The Direct ISA is in place between OppenheimerFunds and Employers listed below allows OppenheimerFunds receive exchanges, transfers, and rollovers contributions within the respective employer's 403(b) plan.

Please note: OppenheimerFunds has an Umbrella CCC ISA in place, however that only applies to CCC Full Service Clients and allow for exchanges and transfers to all Umbrella CCC ISA vendors. However, the Employers appearing below sponsor a Selected Vendor 403(b) Plan, which only allow for exchanges, transfers, and rollovers contribution to a select list of vendors, including OppenheimerFunds.

Click the link below to access the OppenheimerFunds Direct ISA: