It's a strong choice if you are nearing retirement, already retired or just want to take a first step toward saving for retirement. Tulsa, OK 74133, 918-995-2408 What is a 401(k) plan? How do I contact a Participant Service Representative? It provides a wide array of banking, fiduciary and investment services through our regional bank brands, a broker dealer, four registered investment advisor firms and an electronic funds network. Owasso, OK 74055, 918-928-4775 To speak with a Participant Service Representative call 1-800-876-9557. Use of this website does not constitute a recommendation by BOK Financial to buy or sell any security or financial instrument, or to participate in any … A 401(k) plan is a retirement savings plan that offers significant tax benefits while helping you plan for the future. 918-338-8301 jnippert@bokf.com Phone Number: 833-868-7905 Email: ... IRAs are a popular choice for full-time and part-time workers with no 401(k) option at work. Glassdoor is your resource for information about BOK Financial benefits and perks. Tulsa, OK 74133, 918-619-0315 BOK Financial Securities, Inc. A registered broker/dealer in all 50 states and the full-service brokerage subsidiary of BOK Financial Corporation: securities.bokfinancial.com matthew.mitchell@bokf.com, 918-588-6783 BOK Financial Asset Management. This differs from having a paper check mailed out to you. Learn about our competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions. Contact Us RESOURCES 401(K) Blog 401(K) Resources 401(k) Advisor Compare Your Fees Benchmark Your Plan ... ForUsAll plan fees on LT Trust as compared to the 401(k) Book of averages from 2018, 19th edition. For other inquiries, please use the form below. Investment Advisory Services offered through BOK Financial Asset Management, Inc., an SEC registered investment advisor, and a subsidiary of BOKF, NA, a wholly owned subsidiary of BOK Financial Corporation (BOKF), a financial holding company. Rolling your old 401(k) balance into an IRA rollover account is a popular option for many people. Your contributions may be deductible on your federal income tax return, so a Traditional IRA can help you save on taxes each year. hdemarcy@bokf.com, 918-684-7817 With an IRA, you’ll likely get a wider range of investment options than a 401(k) offers. Glassdoor is your resource for information about the Retirement Plan benefits at BOK Financial. Norman, OK 73072, 405-366-3622 jcorcoran@bokf.com, 215 State, 2nd Floor ckitchen@bokf.com, 405-272-2115 Plus, you can move the money from your old employer into a traditional IRA without getting hit with taxes. ‎Read reviews, compare customer ratings, see screenshots, and learn more about Start Right Retire Right. At BOK Financial Advisors, you’ll find all the capabilities you need to create a personal investment strategy and put your money to work for you. With a Traditional IRA, the money you invest earns tax-deferred interest. Your employer-sponsored retirement plan is a high-profile benefit. mmitchell@bokf.com, 6505 E. 101st St. Participants in BOK Financial’s 401(k) plan have filed a lawsuit alleging the company, its retirement plan committee and Cavanal Hill Investment Management Inc., a subsidiary of BOK, have failed to administer the plan in the interest of participants and failed to employ a prudent process for managing the plan. agoossen@bokf.com, 918-296-5658 With a Roth IRA, your contributions are not tax deductible, but when you retire, the money you take out (including your earnings) will be tax-free. Benefits information above is provided anonymously by current and former BOK Financial employees, and may include a summary provided by the employer. 440 Louisiana St, Suite 2500 Houston, TX 77002 Phone: 1-800-969-6264 Fax: 713-228-3445 Email: questions@bokf.com At BOK Financial, you can enroll in the online banking solution that's best suited for your business. Call our automated service: Start Right Voice at 1-800-686-9457. A carefully designed plan can help your employees accumulate the funds they’ll need to live comfortably in retirement, while enabling your company to attract and retain top-notch talent. If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. Please include your name and a phone number where you can be reached so we may contact you. Download Start Right Retire Right and enjoy it on your iPhone, iPad, and iPod touch. Lloredo@bokf.com, One Williams Center, 10 NE For a live representative, please call us at 1-888-866-1521, option #1. BOK Financial Asset Management. ; Resources and tools: Employees have access to online tools and resources covering a wide range of topics at no cost. Tulsa, OK 74172, 918-296-5676 Investment Advisory Services offered through BOK Financial Asset Management, Inc., an SEC registered investment advisor, and a subsidiary of BOKF, NA, a wholly owned subsidiary of BOK Financial Corporation (BOKF), a financial holding company. On March 12, 2020, we filed a lawsuit on behalf of participants in BOK Financial 401(k) Plan, (the “Plan”). Learn More. Midwest City, OK 73140, 405-736-8912 An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Plus, take advantage of tax-deferred earnings and possible yearly deductions with competitive money market rates. Oklahoma City, OK 73139, 405-616-7520 230 BOK Financial reviews. Energy Industry Services Let us help you with your energy industry investment banking needs. Invest Where You Bank. Contact Us Advertising Material. Phone Number: 833-868-7905 Email: ... IRAs are a popular choice for full-time and part-time workers with no 401(k) option at work. wbrumbaugh@bokf.com, 6036 S. Yale Ave. With a focus on best-in-class 401(k) plans, employees choose how their money is invested and enjoy a competitive matching contribution. Learn about BOK Financial , including insurance benefits, retirement benefits, and vacation policy. At BOK Financial Advisors, you’ll find all the capabilities you need to create a personal investment strategy and put your money to work for you. Glassdoor is your resource for information about the 401K Plan benefits at BOK Financial. A paper check may be slower than a direct deposit, since you must wait for the actual check before you can deposit your money. Tulsa, OK 74172, 918-588-6856 kevin.hall@bokf.com, 918-684-7802 Download our Summary of Fees and our Agreements and Disclosures. Retirement Plan Services. Lower contribution maximum: The maximum you can contribute to a traditional IRA in 2020 is $6,000 ($7,000 if you’re age 50 or older). Tulsa, OK 74135, 918-493-5271 To speak with a Participant Service Representative call 1-800-876-9557. Bartlesville, OK 74006. A free inside look at company reviews and salaries posted anonymously by employees. Oklahoma City, OK 73102, 405-272-2493 Whom do I contact? New User Learn more about Bank of Oklahoma IRAs and open an account today. Learn More Note: The password is case sensitive. sskipper@bokf.com, 3815 SE Frank Phillips Blvd. The lawsuit alleges that the Plan’s fiduciaries (the Defendants in the case) violated the Employee Retirement Income Security Act (ERISA) by failing to act prudently or in the interest of Plan participants and beneficiaries. Lower contribution maximum: The maximum you can contribute to a traditional IRA in 2020 is $6,000 ($7,000 if you’re age 50 or older). Tulsa, OK 74110, 918-259-5178 BOK Financial Corporation (BOKF) offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc. each an SEC registered investment adviser. We easily can help you rollover funds into an IRA. Retirement Plan Services. With everything in one place, saving for retirement has never been easier. dlimerick@bokf.com, 9580 N Garnett Rd BOK Financial does not give or offer any investment advice, tax advice or legal advice to anyone using the website as defined in the Terms and Conditions. jlabouff@bokf.com, 6505 E. 101st St. S. That's all it takes to open an IRA with us, and there's no limit to how much your money can grow from there. Not ready for an IRA? You’ll love the convenience, and because we’re licensed and active in all 50 states, you can benefit from our expertise wherever you live. kkitchen@bokf.com, 499 W Sheridan Ave, Suite 25S Jessi Nippert: 3815 SE Frank Phillips Blvd. BOK Financial offers a comprehensive range of services for any employer-sponsored retirement plan, including 401(k) plans, profit sharing plans, 403(b) plans, 457 …

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