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Oppenheimer Funds Retirement Solutions


 

Detailed Company Profile

OppenheimerFunds Retirement Services understands the challenges you face in the retirement plan marketplace and offers solutions to meet them. With our dedication to investment excellence, we bring the breadth and depth of high quality investments necessary for successful plans. We focus extensive resources on the technology, people and products necessary to help plan sponsors meet fiduciary responsibilities and participants work toward a successful retirement.

Strong history

  • 50 years as an asset manager
  • 30 years in the DC market

Leader in the retirement space

  • $47 Billion under management in retirement business as of December 2009
  • Top-10 DC Plan Mutual Fund Manager (Pensions & Investments, Largest Managers of Mutual Funds Most Used by DC Players, July 29, 2009)

Powerful brand

  • Ranked 5th overall among mutual fund families for brand awareness with 76% of investors recognizing our name (Nationwide Surveys Inc., January 2009.  Survey results were based on a percentage of the 1,233 respondents stating that they have “definitely heard of” the company.)

Fund Information

Top 10 Oppenheimer Funds in Plan Lineups1:

1.Oppenheimer Global Fund
2.Oppenheimer Developing Markets Fund
3.Oppenheimer Capital Appreciation Fund
4.Oppenheimer Main Street Small Cap Fund
5.Oppenheimer Small - & Mid – Cap Value Fund
6.Oppenheimer International Bond Fund
7.Oppenheimer Strategic Income Fund
8.Oppenheimer Main Street Fund
9.Oppenheimer Quest Opportunity Value Fund
10.Oppenheimer Rising Dividends Fund, Inc.

1Top 10 Oppenheimer funds based on assets in combined 401(k) packaged products and our Defined Contribution investment only product, as of June 2009.

For more information about our funds, click here.

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Unparalleled Support

All our retirement sales team members are Chartered Retirement Plan SpecialistsSM2, with an average tenure of 10+ years in the retirement industry. Call 800.734.5222 and request to speak with your Regional Retirement Representative.

2The Chartered Retirement Plan SpecialistSM or CRPS® is a financial professional designation sponsored by The College of Financial Planning. The CRPS program is specifically targeted at professionals who design, install and maintain retirement plans for the business community.

OppenheimerFunds Wholesaler Territory Map

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Opportunities to Build Your Business

OppenheimerFunds goes beyond the traditional approaches to help you uncover, and make the most of, prospecting opportunities.

Tools:

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For Institutional Use Only

Disclosures

Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or to avoid penalties that may be imposed under U.S. federal tax laws. Clients should contact their own legal or tax advisors to learn more about the rules that may affect individual situations.

For Institutional Use Only. This material has been prepared by OppenheimerFunds Distributor, Inc. for institutional investors only. It has not been filed with FINRA, may not be reproduced and may not be shown to, quoted to or used with members of the public.

Before investing in any of the Oppenheimer funds, investors should consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses, and if available, summary prospectuses contain this and other information about the funds, and may be obtained by visiting our website at www.oppenheimerfunds.com or calling us at 1.800.255.2755. Investors should read prospectuses, and if available, summary prospectuses carefully before investing.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc. Two World Financial Center, 225 Liberty Street, New York, NY 10281-1008. ©Copyright 2009 OppenheimerFunds Distributor, Inc. All rights reserved.

October 31, 2009

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FOR FINANCIAL PROFESSIONAL USE ONLY

Contacts

Contact us at 800.734.5222
to learn more.

 

 


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