Program Overview

Your National Source for Retirement Plans for Individuals and Businesses 

 

 

 

 

Through this special program sponsored by Wangard Investment Consulting, retirement plan advisors specializing in small business and individual retirement plans, you receive the benefit of no front-end or back-end sales charges, and direct pricing normally reserved for company plans. These are full service programs with two of the nation’s well known investment firms, OppenheimerFunds or PioneerFunds, along with the benefit of advisor support. There are no set-up fees, low annual fees (less than $25 per year), no extra layer of charges, and pricing normally reserved for larger investors with no-front end or back-end sales charges on the full array of offered mutual funds.   This special pricing offered through this program is not available through your own broker or advisor.  

 

Available Retirement Plan Options Include:

  • OppenheimerFunds SingleK™
  • OppenheimerFunds SingleK™ (Roth)
  • Pioneer Uni-K™
  • Pioneer Uni-K™ (Roth)
  • OppenheimerFunds Rollover IRA, SEP-IRA and SIMPLE IRA 

Defined benefit plans and full-service 401(k) plans, including OppenheimerFunds Genesis PlanforTen™, and Genesis PlanforMost™, and are also available with institutional investment pricing and full-service administration for both new and existing plans of all sizes. Please contact us for a custom pricing proposal for these.


 

To request an application or to learn more, please call 1-877-444-5344 or complete our on-line application request form.

 

 

 

 

 

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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 Insurance Products: 

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 Iinvestment 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. Association membership may be required to receive special pricing under special group contract with OppenheimerFunds or PioneerFunds.  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.  

 

 

Investment products and services offered through Wachovia Securities Financial Network, LLC (WSFN), Member FINRA & 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.  The investment firms may be contacted 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. (03/08)

 

 

Saving for retirement is a top priority today.  It has gotten easier and more flexible with new options available for individuals, self-employed, and business owners for higher level of savings, retirement plan rollover consolidation, and loan access to retirement assets.