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