If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. Oklahoma City, OK 73102, 405-272-2493 On March 12, 2020, we filed a lawsuit on behalf of participants in BOK Financial 401(k) Plan, (the “Plan”). 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. Let us help you enhance your Financial Institution's performance. 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 … BOK Financial Asset Management. sdeneen@bokf.com, 401 E Broadway Tulsa, OK 74132, 918-895-8363 At Bank of Oklahoma full-service brokerage affiliate, 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 — right where you bank. If you're planning for the long-term, an individual retirement account could be right for you. Bartlesville, OK 74006. Learn More. When's the best time to start saving for retirement? How do I contact a Participant Service Representative? Keeping an average collected balance of $2,500 will ensure you never have to pay the $10 monthly service fee. 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. mmitchell@bokf.com, 6505 E. 101st St. wbrumbaugh@bokf.com, 6036 S. Yale Ave. lanthony@bokf.com, 1604 N. Lewis Ave. Preparing financially for retirement requires the best tools and resources. Many people find the Roth IRA preferable to the Traditional IRA because of the long-term tax benefits. 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. Learn about BOK Financial Retirement Plan, including a description from the employer, and comments and ratings provided anonymously by current and former BOK Financial employees. jcorcoran@bokf.com, 215 State, 2nd Floor BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. 918-338-8301 jnippert@bokf.com 440 Louisiana St, Suite 2500 Houston, TX 77002 Phone: 1-800-969-6264 Fax: 713-228-3445 Email: questions@bokf.com Learn More With everything in one place, saving for retirement has never been easier. The Arena Ticket Information Directions & Parking Concessions Virtual Tour BOK Center FAQs Premium Seating Fundraising Opportunities More COVID-19 INFO It's a strong choice if you are nearing retirement, already retired or just want to take a first step toward saving for retirement. 3237 S. Peoria Ave. For other inquiries, please use the form below. A 401(k) plan is a retirement savings plan that offers significant tax benefits while helping you plan for the future. How do I contact a Participant Service Representative? 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. If you fail to login three consecutive times your account could be disabled. ‎Read reviews, compare customer ratings, see screenshots, and learn more about Start Right Retire Right. With a focus on best-in-class 401(k) plans, employees choose how their money is invested and enjoy a competitive matching contribution. 230 BOK Financial reviews. Note: For assistance with the Online Investing portal NETXClient, please call (877) 781-6889. Your employer-sponsored retirement plan is a high-profile benefit. Energy Industry Services Let us help you with your energy industry investment banking needs. sswiggett@bokf.com, 1500 S. Midwest Blvd. Call our automated service: Start Right Voice at 1-800-686-9457. THE CONS. BOK Financial Asset Management. Energy Industry Services Let us help you with your energy industry investment banking needs. Tulsa, OK 74135, 918-493-5271 Oklahoma City, OK 73112, 7701 S. Western Not ready for an IRA? Bartlesville, OK 74006, 918-338-8301 hdemarcy@bokf.com, 918-684-7817 Glassdoor is your resource for information about the Retirement Plan benefits at BOK Financial. BOK Financial 401(k) Plan Opinion on the Financial Statements We have audited the accompanying statements of net assets available for benefits of BOK Financial 401(k) (the Plan) as of December 31, 2017 and 2016, the related statement of changes in net … 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. 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). With an IRA, you’ll likely get a wider range of investment options than a 401(k) offers. 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. sskipper@bokf.com, 3815 SE Frank Phillips Blvd. 2. ; Resources and tools: Employees have access to online tools and resources covering a wide range of topics at no cost. Learn about BOK Financial 401K Plan, including a description from the employer, and comments and ratings provided anonymously by current and former BOK Financial employees. Tulsa, OK 74110, 918-259-5178 By accessing this site and any pages thereof, you agree to be bound by the Terms and Conditions exhibited on this website. 918-338-8301 jnippert@bokf.com Learn about BOK Financial , including insurance benefits, retirement benefits, and vacation policy. New User Muskogee, OK 74401, 918-684-7821 Let us help you enhance your Financial Institution's performance. jgodwin@bokf.com, 7110 S. Olympia Ave. We can help consultants and plan sponsors choose the right employee retirement plan for your organization. Learn More. TWO CHOICES, ADDED CONVENIENCE At BOK Financial, we're proud to offer our clients access to BusinessSource , a powerful platform for managing cash flow — and much more. Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as "401(k) plans," have become one of the most popular types of employer-sponsored retirement plans. 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). matthew.mitchell@bokf.com, 918-588-6783 We easily can help you rollover funds into an IRA. 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. If you're looking for a more conservative investment vehicle, the Premier Money Market IRA offers the security of FDIC insurance and a guaranteed interest rate. Charitable Organizations & Not-for-Profit. Glassdoor is your resource for information about the 401K Plan benefits at BOK Financial. Checking To open a checking account, click on the Checking link; Savings & Money Market To open a Savings or Money Market account, click on the Savings & Money Market link; Loans To open a Loan account, click on the Loans link; Credit Cards To open a Credit Card, click on the Credit Cards link Invest in your future and open a Bank of Oklahoma individual retirement account (IRA) today. Tulsa, OK 74133, 918-619-0315 THE CONS. Download Start Right Retire Right and enjoy it on your iPhone, iPad, and iPod touch. Lloredo@bokf.com, One Williams Center, 10 NE ckitchen@bokf.com, 405-272-2115 Here are some tips and tricks that might help you along the way. Advertising Material. agoossen@bokf.com, 918-296-5658 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 If I borrow money from my 401k to purchase a home, is the interest I pay back to my 401k deductible as mortgage interest on my 1040? jessica.jones@bokf.com, 499 W. Sheridan Ave., Suite 25S Sand Springs, OK 74063, 918-493-5225 At BOK Financial, you can enroll in the online banking solution that's best suited for your business. To speak with a Participant Service Representative call 1-800-876-9557. Glassdoor is your resource for information about the 401K Plan benefits at BOK Financial. 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. Call our automated service: Start Right Voice at 1-800-686-9457. Midwest City, OK 73140, 405-736-8912 Glassdoor is your resource for information about BOK Financial benefits and perks. Your bank must also send the check through a clearing house to clear the funds from the bank on which the check is being drawn. $1000. kevin.hall@bokf.com, 918-684-7802 Invest Where You Bank. To speak with a Participant Service Representative call 1-800-876-9557. Plus, you can move the money from your old employer into a traditional IRA without getting hit with taxes. 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. With a Traditional IRA, the money you invest earns tax-deferred interest. Benefits information above is provided anonymously by current and former BOK Financial employees, and may include a summary provided by the employer. Norman, OK 73072, 405-366-3622 jlabouff@bokf.com, 6505 E. 101st St. S. Retirement Plan Services. A 401k plan offers you the option of having your money directly deposited into your bank account. 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 … Jessi Nippert: 3815 SE Frank Phillips Blvd. Retirement Plan Services. For a live representative, please call us at 1-888-866-1521, option #1. I would like to transfer this … We've got other accounts that might be more your speed. rusty.jones@bokf.com, 3550 W. Main 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. Bank of Oklahoma is with you through every step of your financial journey. 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. 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. Tulsa, OK 74172, 918-588-6856 Contact Us Bartlesville, OK 74006. 401(k) plan: Cox offers a leading 401(k) plan with a generous match and an additional annual company contribution, giving our employees an easy way to save for their retirement. jnippert@bokf.com, 5509 Pennsylvania Ave. Learn about our competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions. What is a 401(k) plan? ... Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK … Oklahoma City, OK 73139, 405-616-7520 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. For some clients, it makes sense to roll a Traditional IRA into a Roth IRA. New User RETIREMENT SUCCESS. Your contributions may be deductible on your federal income tax return, so a Traditional IRA can help you save on taxes each year. Jessi Nippert: 3815 SE Frank Phillips Blvd. Note: The password is case sensitive. Note: For assistance with the Online Investing portal NETXClient, please call (877) 781-6889. Please include your name and a phone number where you can be reached so we may contact you. brwilliams@bokf.com, Charitable Organizations & Not-for-Profit. 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 Schedule an appointment and we'll help you understand your options. 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. Please include your name and a phone number where you can be reached so we may contact you. If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. Tulsa, OK 74105, 918-746-7417 An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. 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. 440 Louisiana St, Suite 2500 Houston, TX 77002 Phone: 1-800-969-6264 Fax: 713-228-3445 Email: questions@bokf.com Owasso, OK 74055, 918-928-4775 Your employer-sponsored retirement plan is a high-profile benefit. Right now, no matter what your age. dlimerick@bokf.com, 9580 N Garnett Rd Is a QDRO something I can do myself? OKC, OK 73102, 405-272-2557 When you invest in an IRA with Bank of Oklahoma, you get all the convenience you've come to expect from a large financial institution, along with the customer service of a local bank. Rolling your old 401(k) balance into an IRA rollover account is a popular option for many people. Whom do I contact? I still have a 401k account with my former employer. 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. For other inquiries, please use the form below. Download our Summary of Fees and our Agreements and Disclosures. Call 1-800-285-9559 or complete the form below and we will contact you at your convenience. This differs from having a paper check mailed out to you. 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. Learn More david.clark@bokf.com, One Williams Center, Lobby Learn about BOK Financial 401K Plan, including a description from the employer, and comments and ratings provided anonymously by current and former BOK Financial employees. A paper check may be slower than a direct deposit, since you must wait for the actual check before you can deposit your money. Actual plan savings may vary and could be less than 43%. For a live representative, please call us at 1-888-866-1521, option #1. kkitchen@bokf.com, 499 W Sheridan Ave, Suite 25S 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. Tulsa, OK 74133, 918-995-2408 Plus, take advantage of tax-deferred earnings and possible yearly deductions with competitive money market rates. Learn more about Bank of Oklahoma IRAs and open an account today. A free inside look at company reviews and salaries posted anonymously by employees. 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