Visit Ratick/Wood Investment Group
The Ratick/Wood Investment Group of Wachovia Securities is a unique group of financial professionals offering a comprehensive array of financial and portfolio-management services. Our team is ready to work with independent Tupperware sales force with their college savings program and Pre-Tax Individual 401(k) needs.
If you need more information on the OppenheimerFunds Single K or help filling out the application, please call Craig Ratick and/or Keith Wood with Wachovia Securities at (800) 327-8880.
An OppenheimerFunds Single K plan is a great new retirement alternative made available to you through your association with Tupperware. Recent pension reform regulations have made it possible for small business owners to benefit from higher contributions to retirement plans. By establishing an OppenheimerFunds Single K plan, you can defer up to $13,000 of your salary in 2004, in addition to making a 25% deductible profit-sharing contribution. Total contributions cannot exceed $41,000 in 2004. To learn more about the OppenheimerFunds Single K plan, please view the Single K Plan Employer Fact Sheet.
Getting Started
Establishing your new Single K retirement plan with OppenheimerFunds is easy. Simply read and fill out the OppenheimerFunds Qualified Plans paperwork listed below and submit it according to the instructions located in the application booklet.
OppenheimerFunds Qualified Plans Applications Booklet
OppenheimerFunds Qualified Plans Summary Plan Description Booklet
OppenheimerFunds Qualified Plans Plan Document
Contribution Submission
Submitting contributions is made easy through OppenheimerFunds' Contribution Processing System (CPS), an Internet-based system that allows you to submit retirement plan contributions electronically and receive confirmations instantaneously.
To find additional information regarding the submission of contributions and access to the Contribution Processing System, click here.
Online Account Access
To view your account balances and submit fund transfer instructions, click here. First time users will be required to create their own user id and password.
Fund Information Information regarding Oppenheimer funds, including fund prospectuses, semi-annual, and annual reports can be found at www.oppenheimerfunds.com.
Contact Information
Customer Service Representatives are available to answer any questions you may have at 1-800-835-7305. Additional information regarding OppenheimerFunds services can be found at www.oppenheimerfunds.com.