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Klamath County School District

OppenheimerFunds Distributors, Inc

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

    Klamath County Status

    20091228 Justin - Aggregator ID missing for this E-V combo.

    Klamath County Plan Number

    When contacting OppenheimerFunds to open an account, please reference Plan Number: 69221

    Klamath County 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.

    Investment Options

    OppenheimerFunds offers the following type(s) of investment option:

    • 403(b)(7) Custodial Mutual Funds (Load)

    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.