2. Let us help you enhance your Financial Institution's performance. 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. Call our automated service: Start Right Voice at 1-800-686-9457. We've got other accounts that might be more your speed. Benefits information above is provided anonymously by current and former BOK Financial employees, and may include a summary provided by the employer. For other inquiries, please use the form below. jlabouff@bokf.com, 6505 E. 101st St. S. agoossen@bokf.com, 918-296-5658 With an IRA, you’ll likely get a wider range of investment options than a 401(k) offers. Many people find the Roth IRA preferable to the Traditional IRA because of the long-term tax benefits. kkitchen@bokf.com, 499 W Sheridan Ave, Suite 25S With a Traditional IRA, the money you invest earns tax-deferred interest. This differs from having a paper check mailed out to you. Your employer-sponsored retirement plan is a high-profile benefit. Your contributions may be deductible on your federal income tax return, so a Traditional IRA can help you save on taxes each year. Glassdoor is your resource for information about the Retirement Plan benefits at BOK Financial. Is a QDRO something I can do myself? If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. Note: For assistance with the Online Investing portal NETXClient, please call (877) 781-6889. Actual plan savings may vary and could be less than 43%. 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. RETIREMENT SUCCESS. 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 more about Bank of Oklahoma IRAs and open an account today. Tulsa, OK 74132, 918-895-8363 Learn about BOK Financial , including insurance benefits, retirement benefits, and vacation policy. brwilliams@bokf.com, Charitable Organizations & Not-for-Profit. 230 BOK Financial reviews. To speak with a Participant Service Representative call 1-800-876-9557. 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. kevin.hall@bokf.com, 918-684-7802 Here are some tips and tricks that might help you along the way. 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. Let us help you enhance your Financial Institution's performance. Plus, you can move the money from your old employer into a traditional IRA without getting hit with taxes. sswiggett@bokf.com, 1500 S. Midwest Blvd. 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. Right now, no matter what your age. 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. Download our Summary of Fees and our Agreements and Disclosures. OKC, OK 73102, 405-272-2557 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 you fail to login three consecutive times your account could be disabled. On March 12, 2020, we filed a lawsuit on behalf of participants in BOK Financial 401(k) Plan, (the “Plan”). What is a 401(k) plan? Energy Industry Services Let us help you with your energy industry investment banking needs. ; Resources and tools: Employees have access to online tools and resources covering a wide range of topics at no cost. Download Start Right Retire Right and enjoy it on your iPhone, iPad, and iPod touch. Call 1-800-285-9559 or complete the form below and we will contact you at your convenience. 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. rusty.jones@bokf.com, 3550 W. Main For a live representative, please call us at 1-888-866-1521, option #1. 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. Note: The password is case sensitive. Whom do I contact? THE CONS. 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. 440 Louisiana St, Suite 2500 Houston, TX 77002 Phone: 1-800-969-6264 Fax: 713-228-3445 Email: questions@bokf.com Oklahoma City, OK 73112, 7701 S. Western Plus, take advantage of tax-deferred earnings and possible yearly deductions with competitive money market rates. mmitchell@bokf.com, 6505 E. 101st St. Tulsa, OK 74172, 918-296-5676 Your employer-sponsored retirement plan is a high-profile benefit. 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 Charitable Organizations & Not-for-Profit. 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 … I would like to transfer this … An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. By accessing this site and any pages thereof, you agree to be bound by the Terms and Conditions exhibited on this website. The Arena Ticket Information Directions & Parking Concessions Virtual Tour BOK Center FAQs Premium Seating Fundraising Opportunities More COVID-19 INFO Bank of Oklahoma is with you through every step of your financial journey. New User david.clark@bokf.com, One Williams Center, Lobby ‎Read reviews, compare customer ratings, see screenshots, and learn more about Start Right Retire Right. Advertising Material. A paper check may be slower than a direct deposit, since you must wait for the actual check before you can deposit your money. We can help consultants and plan sponsors choose the right employee retirement plan for your organization. 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. Please include your name and a phone number where you can be reached so we may contact you. How do I contact a Participant Service Representative? 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. Lloredo@bokf.com, One Williams Center, 10 NE 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. 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. sdeneen@bokf.com, 401 E Broadway It's a strong choice if you are nearing retirement, already retired or just want to take a first step toward saving for retirement. Jessi Nippert: 3815 SE Frank Phillips Blvd. 440 Louisiana St, Suite 2500 Houston, TX 77002 Phone: 1-800-969-6264 Fax: 713-228-3445 Email: questions@bokf.com THE CONS. Midwest City, OK 73140, 405-736-8912 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. Call our automated service: Start Right Voice at 1-800-686-9457. To speak with a Participant Service Representative call 1-800-876-9557. When's the best time to start saving for retirement? Not ready for an IRA? 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. If you're planning for the long-term, an individual retirement account could be right for you. Tulsa, OK 74110, 918-259-5178 At BOK Financial, you can enroll in the online banking solution that's best suited for your business. Learn about our competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions. For some clients, it makes sense to roll a Traditional IRA into a Roth IRA. BOK Financial Asset Management. For a live representative, please call us at 1-888-866-1521, option #1. ... 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 … Invest Where You Bank. 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. Retirement Plan Services. Energy Industry Services Let us help you with your energy industry investment banking needs. Contact Us Keeping an average collected balance of $2,500 will ensure you never have to pay the $10 monthly service fee. Sand Springs, OK 74063, 918-493-5225 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. 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. Jessi Nippert: 3815 SE Frank Phillips Blvd. Learn More 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. Retirement Plan Services. 918-338-8301 jnippert@bokf.com 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 … jgodwin@bokf.com, 7110 S. Olympia Ave. We easily can help you rollover funds into an IRA. 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 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). Glassdoor is your resource for information about the 401K Plan benefits at BOK Financial. Learn More Rolling your old 401(k) balance into an IRA rollover account is a popular option for many people. A 401k plan offers you the option of having your money directly deposited into your bank account. 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). How do I contact a Participant Service Representative? With everything in one place, saving for retirement has never been easier. With a focus on best-in-class 401(k) plans, employees choose how their money is invested and enjoy a competitive matching contribution. wbrumbaugh@bokf.com, 6036 S. Yale Ave. 918-338-8301 jnippert@bokf.com Muskogee, OK 74401, 918-684-7821 Invest in your future and open a Bank of Oklahoma individual retirement account (IRA) today. Oklahoma City, OK 73139, 405-616-7520 jnippert@bokf.com, 5509 Pennsylvania Ave. Tulsa, OK 74133, 918-619-0315 lanthony@bokf.com, 1604 N. Lewis Ave. Glassdoor is your resource for information about BOK Financial benefits and perks. 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. Tulsa, OK 74133, 918-995-2408 Glassdoor is your resource for information about the 401K Plan benefits at BOK Financial. Bartlesville, OK 74006, 918-338-8301 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. Oklahoma City, OK 73102, 405-272-2493 I still have a 401k account with my former employer. 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. 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. jcorcoran@bokf.com, 215 State, 2nd Floor 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? 3237 S. Peoria Ave. New User Tulsa, OK 74172, 918-588-6856 Bartlesville, OK 74006. Owasso, OK 74055, 918-928-4775 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. A free inside look at company reviews and salaries posted anonymously by employees. Note: For assistance with the Online Investing portal NETXClient, please call (877) 781-6889. 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. Tulsa, OK 74135, 918-493-5271 hdemarcy@bokf.com, 918-684-7817 BOK Financial Asset Management. BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. dlimerick@bokf.com, 9580 N Garnett Rd ckitchen@bokf.com, 405-272-2115 A 401(k) plan is a retirement savings plan that offers significant tax benefits while helping you plan for the future. Learn 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. $1000. 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 … jessica.jones@bokf.com, 499 W. Sheridan Ave., Suite 25S Please include your name and a phone number where you can be reached so we may contact you. Learn More. Schedule an appointment and we'll help you understand your options. 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. Tulsa, OK 74105, 918-746-7417 Bartlesville, OK 74006. For other inquiries, please use the form below. matthew.mitchell@bokf.com, 918-588-6783 Preparing financially for retirement requires the best tools and resources. Norman, OK 73072, 405-366-3622 To login three consecutive times your account could be less than 43 % or guaranteed by the FDIC or other! Accounts that might be more your speed include your name and a phone number where you can be so... 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