Invesco 403(b)(7) (formerly OppenheimerFunds)
Product ID: 49


Type:
Mutual Fund 


$166
1.36%
None
Yes
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Phone:
(800) 959-4246
 E-mail:
Mailing Information  Address:
Invesco Investment Services, Inc.
P.O. Box 219078
Kansas City, MO 64121-9078
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


As of May 24, 2019, OppenheimerFunds was acquired by Invesco, a leading global investment management firm and experienced provider of retirement planning solutions, managing approximately $97billion (1) in defined contribution assets . Through this strategic union, we will continue offering a range of investment solutions and services to help public school employees get more out of retirement. Invesco’s retirement planning expertise is backed by the global resources of Invesco Ltd., with $1.2 trillion (2) in assets under management with investment capabilities spanning virtually all asset classes, styles and regions. Data: (1) as of 3/21/19, (2) as of 5/28/19. Total AUM figure includes all assets advisement, distributed and overseen by Invesco Ltd.

Select the topics below to expand and view additional product details


through the Portfolio Builder program
OppenheimerFunds will track if hardships are permitted by the plan and will assist with hardship calculations, if requested.
RMD message in Q4 statement to shareholders turning 70. Message advises that they may be due to take RMD and encourages shareholder to speak to their financial advisor. Upon request, OppenheimerFunds provides assistance with RMD calculation.


All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact of fees, and the different types of fees please refer to the Explanation of Fees piece located in the Help & Resources.

Fees




$30.00 Annually Flat Dollar Amount Yes No Yes
Fee Waiver
*If the total value of the participant's investments in retirement and/or non-retirement accounts in Oppenheimer funds, excluding OppenheimerFunds direct-sold 529 plans, is $50,000 or more, the annual maintenance fee is $0.

Funding Options


Fixed Investment Options

Variable Investment Options


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