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BOK Financial

Retirement Plan Services

Award-Winning Retirement Plan Solutions

Our award winning 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 are committed to providing the kind of hands-on, personal service you need to create a retirement plan for your organization.

Our Services

We offer a comprehensive range of services for any employer-sponsored retirement plan, including 401(k), profit sharing, 403(b), 457, employee stock ownership plans, defined benefit pension, cash balance and non-qualified plans.

  • Choosing the right partner to help you develop the ideal defined contribution plan for your organization is more critical than ever. Changes in retirement benefits are occurring at a rapid pace. No one individual can keep up with them all. And merely offering institutions a generic menu of basic services simply won’t suffice. Our defined contribution plan services offer seamless integration of record-keeping, trustee, investment funds, plan compliance and administration, and participant services. We can tailor a solution to meet the specific needs of your organization and provide tools that empower your employees to reach their retirement goals, while enabling your company to attract and retain top-notch talent.

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  • We can serve as a 3(38) or 3(21) investment fiduciary and help you implement a prudent process to manage both the investment and non-investment related responsibilities of the plan. Our comprehensive array of services will help reduce your administrative burden, provide fiduciary support to safeguard your plan, and increase employee awareness of the benefits you provide. We bring expertise in ERISA as well as the Department of Labor’s fiduciary requirements and expectations. We will ensure your committee establishes the proper processes, procedures, and documentation expected by the Department of Labor.

  • We offer executive compensation plan services designed to recruit, motivate, and retain senior leaders and key personnel with a broad array of executive compensation arrangements that allow your employees to defer taxes on investments and help you strengthen ties between your employees and your organization.

  • Sponsoring a defined benefit plan in today’s economy comes with substantial challenges: market volatility, uncertain liabilities, shifting regulations, and pressure to reduce funding requirements. BOK Financial will help you navigate these complexities. We specialize in all facets of defined benefit plans, offering an integrated solution that combines investment management, trust and custodial, actuarial, and participant services in one comprehensive outsourced solution.

  • Corporations
  • Foundations
  • Endowments
  • Nonprofits
  • Governmental Entities
  • Tribal Governments
  • Health Care Facilities
  • Universities

Best in Class 2021 PLANSPONSOR DC Survey

  • Rank #1

    Best Provider "Overall"

  • 94%

    Net promoter score

  • 12

    "Best in Class" awards

BOK Financial "Best in Class" Awards

  • Recordkeeping Platform

    Plan administration

    Plan design flexibility

    Systems integration

  • Participant Services

    Online/mobile retirement planning tools

    Online/mobile financial wellness offerings

    In-person/virtual participant support

    Enrollment materials and support

    Print/digital communications and education

  • Sponsor Services

    Website, reporting and tools

    Account/client service teams

  • Investments and Fees

    Investment options

    Fee value and transparency