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OppenheimerFunds Distributors, Inc
(aka: OppenheimerFunds)
Vendor General Information

This Vendor Page has not been approved by OppenheimerFunds Distributors, Inc,
but the information provided should be useful to you.

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
  • To Be Determined

     

    Employers for which OppenheimerFunds Distributors, Inc (aka: OppenheimerFunds) is Eligible to Receive Contributions

    Important: The list below represents those Employers in whose 403(b) Plans OppenheimerFunds holds an Active Payroll Slot:

    Important: The list below represents those Employers in whose 403(b) Plans OppenheimerFunds holds an Inactive Payroll Slot:

    Employers for which OppenheimerFunds is Eligible to Receive Exchanges, Transfers, and Rollovers

    Important: The list below represents those Employers in whose 403(b) Plans OppenheimerFunds is eligible to receive exchanges, transfers, and rollover contributions because OppenheimerFunds has signed CCC's Umbrella Information Sharing Agreement:

    Employers for which OppenheimerFunds is an Orphaned Vendor

    An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans OppenheimerFunds is classified as an Orphaned Vendor:

    • End of List

    Employers for which OppenheimerFunds is a Deselected Vendor

    Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where OppenheimerFunds is a Deselected Vendor.

    • End of List

    Employers for which OppenheimerFunds is a Grandfathered Vendor

    Important: The list below represents those Employers in whose 403(b) Plans OppenheimerFunds is classified as a Grandfathered Contribution Vendor:

    • End of List

    Important: The list below represents those Employers in whose 403(b) Plans OppenheimerFunds is classified as a Grandfathered Exchange Vendor:

    • End of List