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Download our Summary of Fees and our Agreements and Disclosures. 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. BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. Call our automated service: Start Right Voice at 1-800-686-9457. Norman, OK 73072, 405-366-3622 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. Midwest City, OK 73140, 405-736-8912 On March 12, 2020, we filed a lawsuit on behalf of participants in BOK Financial 401(k) Plan, (the “Plan”). Glassdoor is your resource for information about the 401K Plan benefits at BOK Financial. matthew.mitchell@bokf.com, 918-588-6783 Your employer-sponsored retirement plan is a high-profile benefit. For some clients, it makes sense to roll a Traditional IRA into a Roth IRA. Here are some tips and tricks that might help you along the way. Tulsa, OK 74133, 918-995-2408 If you fail to login three consecutive times your account could be disabled. Preparing financially for retirement requires the best tools and resources. Charitable Organizations & Not-for-Profit. Jessi Nippert: 3815 SE Frank Phillips Blvd. 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. We can help consultants and plan sponsors choose the right employee retirement plan for your organization. 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. 230 BOK Financial reviews. Learn More. kkitchen@bokf.com, 499 W Sheridan Ave, Suite 25S Learn about BOK Financial , including insurance benefits, retirement benefits, and vacation policy. Plus, you can move the money from your old employer into a traditional IRA without getting hit with taxes. By accessing this site and any pages thereof, you agree to be bound by the Terms and Conditions exhibited on this website. Bartlesville, OK 74006, 918-338-8301 Tulsa, OK 74110, 918-259-5178 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 Is a QDRO something I can do myself? Note: For assistance with the Online Investing portal NETXClient, please call (877) 781-6889. Oklahoma City, OK 73102, 405-272-2493 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). 2. 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. For a live representative, please call us at 1-888-866-1521, option #1. david.clark@bokf.com, One Williams Center, Lobby Glassdoor is your resource for information about BOK Financial benefits and perks. BOK Financial Asset Management. dlimerick@bokf.com, 9580 N Garnett Rd Actual plan savings may vary and could be less than 43%. Tulsa, OK 74132, 918-895-8363 Your contributions may be deductible on your federal income tax return, so a Traditional IRA can help you save on taxes each year. Plus, take advantage of tax-deferred earnings and possible yearly deductions with competitive money market rates. 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? An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Contact Us 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 … 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. 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. Owasso, OK 74055, 918-928-4775 OKC, OK 73102, 405-272-2557 rusty.jones@bokf.com, 3550 W. Main wbrumbaugh@bokf.com, 6036 S. Yale Ave. mmitchell@bokf.com, 6505 E. 101st St. 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 … Your employer-sponsored retirement plan is a high-profile benefit. Energy Industry Services Let us help you with your energy industry investment banking needs. 918-338-8301 jnippert@bokf.com Advertising Material. 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. Many people find the Roth IRA preferable to the Traditional IRA because of the long-term tax benefits. Sand Springs, OK 74063, 918-493-5225 New User kevin.hall@bokf.com, 918-684-7802 Not ready for an IRA? Learn More 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. ‎Read reviews, compare customer ratings, see screenshots, and learn more about Start Right Retire Right. For a live representative, please call us at 1-888-866-1521, option #1. Invest Where You Bank. Glassdoor is your resource for information about the Retirement 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. To speak with a Participant Service Representative call 1-800-876-9557. ... 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 … jlabouff@bokf.com, 6505 E. 101st St. S. 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. 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 … The Arena Ticket Information Directions & Parking Concessions Virtual Tour BOK Center FAQs Premium Seating Fundraising Opportunities More COVID-19 INFO ckitchen@bokf.com, 405-272-2115 RETIREMENT SUCCESS. Learn about our competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions. Energy Industry Services Let us help you with your energy industry investment banking needs. 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. 918-338-8301 jnippert@bokf.com 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. Glassdoor is your resource for information about the 401K Plan benefits at BOK Financial. Bartlesville, OK 74006. sskipper@bokf.com, 3815 SE Frank Phillips Blvd. lanthony@bokf.com, 1604 N. Lewis Ave. hdemarcy@bokf.com, 918-684-7817 What is a 401(k) plan? Note: The password is case sensitive. Tulsa, OK 74135, 918-493-5271 Bartlesville, OK 74006. If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. For other inquiries, please use the form below. Call our automated service: Start Right Voice at 1-800-686-9457. 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. Invest in your future and open a Bank of Oklahoma individual retirement account (IRA) today. Bank of Oklahoma is with you through every step of your financial journey. I still have a 401k account with my former employer. agoossen@bokf.com, 918-296-5658 Please include your name and a phone number where you can be reached so we may contact you. 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. Download Start Right Retire Right and enjoy it on your iPhone, iPad, and iPod touch. 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. New User When's the best time to start saving for retirement? ; Resources and tools: Employees have access to online tools and resources covering a wide range of topics at no cost. A 401k plan offers you the option of having your money directly deposited into your bank account. 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 401K Plan, including a description from the employer, and comments and ratings provided anonymously by current and former BOK Financial employees. jessica.jones@bokf.com, 499 W. Sheridan Ave., Suite 25S Learn More 440 Louisiana St, Suite 2500 Houston, TX 77002 Phone: 1-800-969-6264 Fax: 713-228-3445 Email: questions@bokf.com It's a strong choice if you are nearing retirement, already retired or just want to take a first step toward saving for retirement. Schedule an appointment and we'll help you understand your options. 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. 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. A free inside look at company reviews and salaries posted anonymously by employees. THE CONS. To speak with a Participant Service Representative call 1-800-876-9557. THE CONS. Tulsa, OK 74172, 918-588-6856 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. This differs from having a paper check mailed out to you. BOK Financial Asset Management. 3237 S. Peoria Ave. Rolling your old 401(k) balance into an IRA rollover account is a popular option for many people. Benefits information above is provided anonymously by current and former BOK Financial employees, and may include a summary provided by the employer. 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. 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. If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. jnippert@bokf.com, 5509 Pennsylvania Ave. I would like to transfer this … Tulsa, OK 74133, 918-619-0315 sswiggett@bokf.com, 1500 S. Midwest Blvd. 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. Tulsa, OK 74105, 918-746-7417 Lloredo@bokf.com, One Williams Center, 10 NE With a Traditional IRA, the money you invest earns tax-deferred interest. Let us help you enhance your Financial Institution's performance. A paper check may be slower than a direct deposit, since you must wait for the actual check before you can deposit your money. Jessi Nippert: 3815 SE Frank Phillips Blvd. jgodwin@bokf.com, 7110 S. Olympia Ave. Right now, no matter what your age. A 401(k) plan is a retirement savings plan that offers significant tax benefits while helping you plan for the future. 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