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  • Wangard Investment Consulting
    Crossroads Corporate Center
    20800 Swenson Drive, Suite 170
    Waukesha, WI 53186
    1-877-444-5344
    Direct 1-262-754-5580
    Fax 1-262-754-5584


  • www.nationalk.com

 For Program Information and To Establish a Plan:

    Wangard Investment Consulting 
    Corporate Crossroads Center
    20800 Swenson Drive, Suite 170
    Waukesha, WI 53186
    Association Toll-Free Line:  1-877-444-5344
    Direct: 262-754-5580   Fax:  262-754-5584
    Email Us
  
For Direct Access to Your Retirement Plan Provider:

OppenheimerFunds Client Service: 

1-800-835-7305 Option #4  
(For fund reallocations, account status, contribution system or logon questions)
Website: www.OppenheimerFunds.com

Oppenheimer Funds Mailing Addresses:


   General Address:
  
Oppenheimer Funds, Inc.
   Attn:  Preferred Partners Retirement Plans
   P.O. Box 5390 
   Denver, CO  80217-5390

   Overnight Delivery:
   10200 E. Girard Avenue, Bldg D
   Denver, CO  80231

Pioneer Funds Client Service: 

1-800-225-6292  #2    
(For fund reallocations, account status, contribution system or logon questions)
Website:
www.PioneerFunds.com 

Pioneer Funds Mailing Addresses:

   General Address:
   
Pioneer Investment Management Shareholder Services, Inc. (PIMSS)
:
   P.O. Box 55150
   Boston, MA  02205-5150

   Overnight Address:
   
30 Dan Road
   Canton, MA  02021-2809


Mutual funds are sold by prospectus.  Please carefully consider the Fund's investment objectives, risks and charges and expenses before investing.  The Fund's prospectus, which contains this and other information about the Fund, can be obtained by calling 877-444-5344.  Please read it carefully before you invest. 

Securities and Investment Products are:

NOT INSURED BY FDIC OR ANY FEDERAL GOVERNMENT AGENCY

MAY
LOSE VALUE

NOT A DEPOSIT OF OR GUARANTEED
BY A BANK OR ANY BANK AFFILIATE

For information, call toll free 877-444-5344 or refer to www.NationalK.com.  Wangard Investment Consulting is the owner and is solely responsible for content on www.NationalK.com.  Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc., and Pioneer funds are distributed by PioneerFunds Distributor, Inc., and are offered for sale to investors by the Wangard Investment Consulting. Shares of Oppenheimer funds and Pioneer 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. Wangard Investment Consulting is not a legal or tax advisor, and therefore any information provided in this regard is under the sole authority of the participant to apply such information and act according to IRS rules and provisions. However, Wangard Investment Consulting will be glad to work with you, your accountant, tax advisor and/or attorney to help you meet your financial goals. The retirement plan options offered through this program are participant directed programs. Wangard Investment Consulting does not have discretionary authority to direct the investment selection on behalf of account holders and is not responsible for investment results achieved based on this participant direction.  The associates of the Wangard Investment Consulting are registered to provide investment services in AL, AZ, AK, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV. 

 

Investment products and services offered through Wachovia Securities Financial Network, LLC (WSFN), Member NASD & SIPC.  Wangard Investment Consulting is a separate entity from WSFN.  Wangard Investment Consulting (WIC) and WSFN are not affiliated with FACT or firms working on their behalf.  You may contact the investment firms at: OppenheimerFunds Distributor, Inc. (OFDI), 498 Seventh Avenue, New York, NY  10018 and  PioneerFunds Distributor, Inc., 60 State Street, Boston, MA  02109. While WIC and WSFN offer clients access to a wide variety of fund choices, clients will be limited to Oppenheimer fund choices and Pioneer fund choices indicated when participating in this preferred pricing program. (11/06)

 


 

 

 

(To insure you receive the preferred pricing program, please send new account applications to Wangard Investment Consulting and not directly to your provider.)