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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. Suspended Account? With a focus on best-in-class 401(k) plans, employees choose how their money is invested and enjoy a competitive matching contribution. BOK Financial Asset Management, Inc. is an SEC registered investment adviser and a wholly- ... 401(k) rollover account, much like rollovers are allowed from 401(k) plans to Roth IRAs. You have no alerts. If your account was locked due to too many log in attempts, provide security verification information to reset your password and unlock your account. 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. Note: The password is case sensitive. Suspended Account? If your account was locked due to too many log in attempts, provide security verification information to reset your password and unlock your account. 10-Q: 10-Q: 8/4/2020: 6/30/2020 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. If you forgot your challenge questions and need to have your account unsuspended, contact the Participant Service Representative at 1-800-876-9557 to enable your account. BOK Financial Mortgage - Frisco 401 E Main St. 1F (1st Floor) ... BOK Financial (NASDAQ: BOKF) is a strong and stable partner with more than $35 billion in assets and over 5,000 employees in 10 states, with services throughout the nation. Test your password in another application such as MS Word or Notepad to make sure you are typing it correctly. 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. No matter where you are in your career, we offer retirement benefits to help our employees meet their future financial goals. 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. BOK Financial Corporation Plan Rating. If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. Long Live Your Money. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. We easily can help you rollover funds into an IRA. Furthermore, we offer professional investment guidance and a full range of financial planning services for your plan participants. Last Name. Call our automated service: Start Right Voice at 1-800-686-9457. Sign in to your account Welcome back! We easily can help you rollover funds into an IRA. 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 … If your account was locked due to too many log in attempts, provide security verification information to reset your password and unlock your account. This plan has a BrightScope Rating of 80. 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. Would you like to enhance your ability to retain and reward key people? On March 12, 2020, we filed a lawsuit on behalf of participants in BOK Financial 401(k) Plan, (the “Plan”). Secure Client Login ... 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. You and your employees will receive a level of personal service that our competition is challenged to provide. 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. 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. We provide a wide variety of education and training programs, regular communications and an exclusive online resource to help your employees stay informed and updated on their retirement plan investments. Please include your name and a phone number where you can be reached so we may contact you. Learn about our competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions. Try pressing Return instead of clicking Log In (or vice-versa). An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although money market funds seek to preserve the value of your investment at $1 per share, it is possible to lose money by investing in these funds. Provide security verification information to retrieve User ID. Great benefits get the attention of great employees; the right incentives keep them on your team. Attract the industry's top talent with executive benefits services, such as non-qualified deferred compensation plans, as well as supplemental executive retirement plans. No matter where you are in your retirement journey, you've come to the right place. All investments are subject to risks, including possible loss of principal. By accessing this site and any pages thereof, you agree to be bound by the Terms and Conditions exhibited on this website. If you forgot your challenge questions and need to have your account unsuspended, contact the Participant Service Representative at 1-800-876-9557 to enable your account. Find out more about us at www.bokfinancial.com. A 401(k) plan is a retirement savings plan that offers significant tax benefits while helping you plan for the future. Member FDIC. BOK Financial 401(k) Plan We have audited the accompanying statements of net assets available for benefits of BOK Financial 401(k) Plan (the Plan) as of December 31, 2016 and 2015, and the related statement of changes in net assets available for benefits for the year ended December 31, 2016. FORM 5500 DATA. Home > 401K Directory > Bok Financial 401k Plan > Form 5500. BOK Financial Corporation Plan Rating. The American Taxpayer Relief Act of 2012, expanded the in-plan Roth rollover provisions to allow vested let us help with retirement account choices. By accessing this site and any pages thereof, you agree to be bound by the Terms and Conditions exhibited on this website. Provide security verification information to reset your password. Login Information If you do not know your User ID and Password and have tried and failed to reset it using the credential request below, please email us at Questions@bokf.com. 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 particular trading or investment strategy. An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Retirement Planning. BOK Financial 401k Plan currently has over 6,300 active participants and over $777.3M in plan assets. Learn More Take us with you! BOK Financial Advisors is part of BOK Financial (NASDAQ: BOKF), which traces its roots to 1910. Contributions aren’t always deductible: If you have access to a workplace retirement account such as a 401(k), contributions to an IRA may not be deductible. BOK Financial 401k 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. Mobile Banking allows you to conveniently and securely access your BOK Financial account(s) anytime, which means you can literally do your banking wherever you are. Advertising Material. Retirement & Investments. Find out more about us at www.bokfinancial.com. BOK Financial Corporation Plan Rating. BOK Financial. Overview Financials Service Providers Investments Insurance Information. The rules are complicated and depend on your workplace, your income, and your spouse’s workplace and income. Sign in to view status or complete next steps on your loan. Print; Form 5500 Year: 2016. View additional information about SecureSite and how it works. 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. Long Live Your Money. If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. MY FUTURE. Plus, take advantage of tax-deferred earnings and possible yearly deductions with competitive money market rates. Charitable Organizations & Not-for-Profit, Commercial & Institutional Financial Solutions. Sign in to view status or complete next steps on your loan. For other inquiries, please use the form below. ... Click the button that describes your account: Personal Account Will take you to onlinebanking.bokfinancial.com Small Business or Commercial Account Will take you to treasurysource.bokf.com ... BOK Financial Corporation, including investor and press information: investor.bokf.com. With the right employee benefit program, you can attract the right talent — and keep them motivated. If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Participants must conduct their own investigation of the merits and risks of each opportunity. BOK Financial 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. View your archived alerts to see past alerts. Some voluntary benefits don't add any additional cost to you. First Name. Relationship managers, talented specialists and online services are always available to provide you with answers when you need them. Overview Financials Service Providers Investments Insurance Information. Investments are not insured by the FDIC; are not deposits or other obligations of, and are not guaranteed by, any bank or bank affiliate. Note: For assistance with the Online Investing portal NETXClient, please call (877) 781-6889. Organizations can find benefits programs to work with their budget. 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. The Message Center allows you to send and receive messages while keeping your identity and account information secure. Make sure the Number Lock (Num Lock) is on. Access retirement account information, incorporate it into your accounting software, plan what-if scenarios for your future, and learn how best to fill your retirement gap, all via desktop, tablet or mobile. A carefully designed retirement plan, deferred compensation plans, and tax incentive programs can bring the best of the best to your staff. BOK Financial is a strong and stable partner with more than $40 billion in assets and 4,700 employees in 10 states, with services throughout the nation. 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. 2017; 2016; 2015; 2014; 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. What is a 401(k) plan? BOK Financial Branch Location at 401 East Broadway, Sand Springs, OK 74063 - Hours of Operation, Phone Number, Address, Directions and Reviews. BOK Financial. Home > 401K Directory > Bok Financial 401k Plan > Form 5500. Retirement Plan Services. We are committed to the client experience and the service delivery process meets the standards our clients have come to expect. Company or Institution Name. Home > 401K Directory > Bok Financial 401k Plan > Form 5500. If you forgot your challenge questions and need to have your account unsuspended, contact the Participant Service Representative at 1-800-876-9557 to enable your account. Glassdoor is your resource for information about the 401K Plan benefits at BOK Financial. FORM 5500 DATA. 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 … glassbox_sessionid_49480826_glassbox_sessionid. Overview Financials Service Providers Investments Insurance Information. ©BOK Financial. Code section 401(m) arrangement: Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. 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. BOK Financial Branch Location at 401 East Broadway, Sand Springs, OK 74063 - Hours of Operation, Phone Number, Address, Directions and Reviews. FORM 5500 DATA. 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