Products April 28, 2003

Oppenheimer's Pinnacle K Plan Gets Dressed Up

April 28, 2003 (PLANSPONSOR.com) - Oppenheimer Funds has beefed up its Pinnacle 401(k) program by adding new managers and a wider menu of available funds as well as investment guidance and additional enrollment materials.
Reported by

In addition to the longer list of available investment options, an Oppenheimer news release said the company added Morningstar ClearFuture Guidance, which helps participants determine their retirement goals as well as an appropriate asset allocation to best meet those goals.

Finally, Oppenheimer said it would offer Pinnacle clients customized enrollment booklets for no additional charge. The booklets will include:

  • plan highlights
  • investment education
  • a risk tolerance questionnaire
  • asset allocation models
  • fund fact sheets
  • a retirement needs worksheet
  • forms.

For more information go to  www.oppenheimerfunds.com

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