Retirement Plan Services

Our comprehensive retirement plan solutions rival those of the largest firms, while our focus on building strong and lasting relationships sets us apart from the competition. We provide a full range of services to help you and your employees make the most of your company sponsored retirement plan.

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A Full Range of Solutions

We offer a comprehensive range of services for employer-sponsored retirement plans, including:

  • 401(k)s
  • Profit Sharing plans
  • 403(b)s
  • 457 plans
  • Employee stock ownership plans
  • Defined benefit pension plans
  • Cash balance plans
  • Non-qualified deferred compensation plans

Full-service Solutions for Employers and Employees

For decades, we've helped companies implement creative and thoughtful retirement plan solutions. We can help you craft an effective retirement plan through our comprehensive suite of services, including:

  • Plan design consulting
  • Participant recordkeeping
  • Trustee and fiduciary services
  • Investment advisory services in a fiduciary capacity
  • Plan compliance and full testing services
  • True open architecture offering complete investment flexibility
  • Online tools, account access and reporting
  • Employee education and investment guidance services

Commitment to Personal Service

You’ll work with a dedicated BOK Financial Relationship Manager, an experienced professional committed to delivering services and solutions—timely, accurately and according to your expectations.

Comprehensive Plan Design Consulting

All new relationships start with a thorough review of the existing plan document. We will help you design a plan that meets your goals and objectives while looking for opportunities to create operational efficiencies and possibly save you time and money. In addition, we will prepare all plan documentation and forms and amend the documents whenever new regulations mandate.

Investment Fiduciary To the Plan

When serving as the Investment Fiduciary to your plan, we'll help you develop an investment menu, offering plan participants an array of choices to create well diversified investment portfolios. We’ll also introduce you to various professionally managed options for participants who prefer to leave the asset allocation decisions to investment professionals. With virtually every mutual fund available to us, we offer one of the most comprehensive investment offerings in the industry—with no requirement to select specific funds. Available investment options include:

  • Virtually any NSCC eligible mutual fund
  • Professionally managed portfolios with risk/reward or target retirement date objectives
  • Low-cost institutional funds
  • Collective trust funds
  • Self-directed account option

Helping You Meet Your Fiduciary Duties

When serving as the Investment Fiduciary to the plan, we'll help you fulfill your fiduciary responsibility to plan participants by screening and analyzing the plan's investment choices. On an on-going basis we’ll monitor performance and provide in-depth analysis and recommendations. We’ll also conduct comprehensive plan and investment reviews, which document our fiduciary process. Separately, our compliance professionals help you satisfy your fiduciary duties by providing:

  • Plan design consulting
  • Prototype plan document services
  • Compliance testing and resolution
  • Form 5500 preparation, including all schedules
  • Year-end financial reports and annual plan audit package
  • Hardship withdrawal administration
  • Minimum required distribution calculations
  • QDRO administration

Seamless Conversion Process

Once your plan design is complete, our conversion team will manage the entire conversion process for you, utilizing a detailed project plan and timeline. You’ll receive regular status reviews and updates, as we strive to maintain our 100% on-time success rate. And as plan sponsor, you’ll have online access to detailed participant- and plan-level information, 24 hours a day, seven days a week.

Your Own Plan Promotions Program

Our team will take care of promoting your retirement plan throughout the company. Your employees will receive a complete package of information and enrollment materials. In addition, we’ll host onsite enrollment meetings at the times and places convenient for your workforce. We use a proven presentation to demonstrate the benefits of employer-sponsored retirement plans and educate your employees on the available investment options.

Furthermore, we offer a full range of services to keep your plan participants updated and informed and to encourage participation in the plan. For example, we provide:

  • Quarterly statements
  • Quarterly newsletters
  • Plan awareness materials
  • Workshops and seminars
  • One-on-one guidance and planning assistance

Empowering Your Employees with Personalized Guidance

Personal Assistance Whenever Your Employees Need It

Access to a Comprehensive Online Retirement Resource

Online Access Tools for Retirement Planning and Trading

Start Right. Retire Right.

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.

Portfolio Online

For Plan Sponsors and employees with self-directed accounts, Portfolio Online provides online account access to buy and sell, review account holdings and allocations, follow funds and indexes, and track returns.

Ready to Learn More?

We can help consultants and plan sponsors choose the right employee retirement plan for your organization. Call 1-800-285-9559 or complete the form below and we will contact you at your convenience.

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