BOK Financial 401k Plan currently has over 6,300 active participants and over $777.3M in plan assets. We easily can help you rollover funds into an IRA. Glassdoor is your resource for information about the 401K Plan benefits at BOK Financial. Attract the industry's top talent with executive benefits services, such as non-qualified deferred compensation plans, as well as supplemental executive retirement plans. Your employer-sponsored retirement plan is a high-profile benefit. ... 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. Provide security verification information to retrieve User ID. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. let us help with retirement account choices. Plus, take advantage of tax-deferred earnings and possible yearly deductions with competitive money market rates. 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. If your account was locked due to too many log in attempts, provide security verification information to reset your password and unlock your account. Suspended Account? This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. With a focus on best-in-class 401(k) plans, employees choose how their money is invested and enjoy a competitive matching contribution. 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. Try pressing Return instead of clicking Log In (or vice-versa). FORM 5500 DATA. Test your password in another application such as MS Word or Notepad to make sure you are typing it correctly. 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. View your archived alerts to see past alerts. The rules are complicated and depend on your workplace, your income, and your spouse’s workplace and income. 10-Q: 10-Q: 8/4/2020: 6/30/2020 Home > 401K Directory > Bok Financial 401k Plan > Form 5500. Organizations can find benefits programs to work with their budget. 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. Would you like to enhance your ability to retain and reward key people? We are committed to the client experience and the service delivery process meets the standards our clients have come to expect. 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. 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. With the right employee benefit program, you can attract the right talent — and keep them motivated. Overview Financials Service Providers Investments Insurance Information. By accessing this site and any pages thereof, you agree to be bound by the Terms and Conditions exhibited on this website. BOK Financial. 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. 2017; 2016; 2015; 2014; If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. 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. Learn about our competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions. 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. Advertising Material. BOK Financial 401k Plan. You and your employees will receive a level of personal service that our competition is challenged to provide. 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. Please include your name and a phone number where you can be reached so we may contact you. Please include your name and a phone number where you can be reached so we may contact you. The American Taxpayer Relief Act of 2012, expanded the in-plan Roth rollover provisions to allow vested An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Sign in to view status or complete next steps on your loan. Sign in to your account Welcome back! Home > 401K Directory > Bok Financial 401k Plan > Form 5500. Find out more about us at www.bokfinancial.com. BOK Financial Advisors is part of BOK Financial (NASDAQ: BOKF), which traces its roots to 1910. Overview Financials Service Providers Investments Insurance Information. View additional information about SecureSite and how it works. Long Live Your Money. FORM 5500 DATA. 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. 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. 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. Plus, take advantage of tax-deferred earnings and possible yearly deductions with competitive money market rates. BOK Financial. No matter where you are in your career, we offer retirement benefits to help our employees meet their future financial goals. Charitable Organizations & Not-for-Profit, Commercial & Institutional Financial Solutions. Make sure the Number Lock (Num Lock) is on. 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. Try using the numbers above the letters, instead of the numeric keypad. MY FUTURE. 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 … 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. 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. Your employer-sponsored retirement plan is a high-profile benefit. BOK Financial Branch Location at 401 East Broadway, Sand Springs, OK 74063 - Hours of Operation, Phone Number, Address, Directions and Reviews. 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 … let us help with retirement account choices. What is a 401(k) plan? 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. Suspended 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. On March 12, 2020, we filed a lawsuit on behalf of participants in BOK Financial 401(k) Plan, (the “Plan”). Retirement Planning. Print; Form 5500 Year: 2016. 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. Retirement Plan Services. 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. BOK Financial Corporation Plan Rating. Call our automated service: Start Right Voice at 1-800-686-9457. 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. Find out more about us at www.bokfinancial.com. Relationship managers, talented specialists and online services are always available to provide you with answers when you need them. 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. No matter where you are in your retirement journey, you've come to the right place. Furthermore, we offer professional investment guidance and a full range of financial planning services for your plan participants. Note: For assistance with the Online Investing portal NETXClient, please call (877) 781-6889. A carefully designed retirement plan, deferred compensation plans, and tax incentive programs can bring the best of the best to your staff. BOK Financial 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. Last Name. Overview Financials Service Providers Investments Insurance Information. By accessing this site and any pages thereof, you agree to be bound by the Terms and Conditions exhibited on this website. Long Live Your Money. Company or Institution Name. 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. A 401(k) plan is a retirement savings plan that offers significant tax benefits while helping you plan for the future. If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. 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. BOK Financial Corporation Plan Rating. Member FDIC. glassbox_sessionid_49480826_glassbox_sessionid. Take us with you! An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Note: The password is case sensitive. 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. Sign in to your account Welcome back! 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. This plan has a BrightScope Rating of 80. Provide security verification information to reset your password. Some voluntary benefits don't add any additional cost to you. 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 Branch Location at 401 East Broadway, Sand Springs, OK 74063 - Hours of Operation, Phone Number, Address, Directions and Reviews. You have no alerts. All investments are subject to risks, including possible loss of principal. 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. We easily can help you rollover funds into an IRA. Abstract: Presentation made by BOK Financial Corp. regarding its third quarter earnings, period ending September 30. First Name. 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. Services provided by BOKF, NA. If you have forgotten the requested information, contact a Participant Service Representative at 1-800-876-9557. FORM 5500 DATA. BOK Financial Corporation Plan Rating. If your account was locked due to too many log in attempts, provide security verification information to reset your password and unlock your account. 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