Invesco 403(b)(7) (formerly OppenheimerFunds)
Product ID: 49
Enrollment and Questions
P.O. Box 219078
Kansas City, MO 64121-9078
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.
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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.
||$30.00||Annually||Flat Dollar Amount||Yes||No||Yes|