Start Right: Toolkit
Welcome to our Retirement Plan Sponsor Resource Hub!
As a retirement plan sponsor, you play a vital role in helping your participants achieve financial security in their retirement. That's why we've curated a comprehensive collection of resources to support your mission. Let's take a closer look at what's available.
New and featured content
Start Right New User Guide – Online Enrollment
Follow these steps to enroll in your retirement plan.
Start Right New User Guide and Profile (English)
Creating your online profile (English).
Start Right New User Guide and Profile (Spanish)
Creating your online profile (Spanish).
How to Choose a Beneficiary
Beneficiary designations are a necessary part of planning for the future for you and your loved ones.
Creating your online profile (Spanish).
-
Getting started/enrollment
-
How-tos: Online and app navigation for participants
-
Money moves instructions for participants
-
Investing basics tutorials for participants
-
Financial wellness tools for participants
-
Benefit fair resources for sponsors
-
Participant newsletter archive
-
Social media and email campaigns for sponsors
-
On Demand: Account access and enrollment guide:
- Video instructions for participants to complete enrollment online. View now.
On Demand: Rollover options:
- Video Guide to your rollover options. View now.
On Demand: How much should you contribute:
- Video guide to determining your contribution rate. View now.
On Demand: Which type of contribution is right for you:
- Video guide to contribution options. View now.
On Demand: How to choose your investments:
- Video guide on choosing your investments. View now.
On Demand: How to choose your beneficiary:
- Video guide on choosing your beneficiary. View now.
Beneficiary Designation: Beneficiary Designation | BOK Financial on Vimeo:
- Video guide on determining your beneficiary designation. View now.
Generic Why to Enroll in Your Plan video:
- Video guide to enroll in your retirement plan. View now.
Start Right video for Participants:
- Accessing your account and options. View now.
Start Right video for Sponsor and Participant:
- Accessing your account and options. View now.
-
Answering participants' frequently asked questions on their retirement plans. Learn more.
How-tos: Online and app navigation for participants
Empower your participants to confidently manage their retirement plans through our user-friendly online portal and mobile app. Our how-to guides walk participants through account navigation, statement access, contribution management, and performance tracking.
-
Participant guide for online and app access to Start Right. View now.
Participant guide for updating your profile on Start Right. (English) View now.
Participant guide for updating your profile on Start Right. (Spanish) View now.
Guide for participants to update their Start Right username and password. View now.
-
Postcard mailer with important retirement plan information for participants. Take a look.
Postcard mailer for auto enroll participants. Take a look.
-
Start Right Video StartRight: Participant
- Start Right introductory video for participants. View now.
Start Right Website Video Tour On Demand: Start Right website video tour
- Video walkthrough of Start Right online. View now.
Start Right Mobile App Video Tour On Demand: Start Right mobile app
- Video instructions for managing your Retirement Portfolio with Start Right Mobile. View now.
Money Moves: Instructions for participants
Help participants make informed financial decisions with our guidelines for money moves. From rollovers and distributions to loans and conversions, we provide clear instructions so that participants can confidently take the necessary steps to maximize their retirement savings.
-
Checklist for participants on how to maximize their retirement plan. View now.
Comprehensive brochure on planning for retirement. Take a look.
Checklist for participants on retirement planning. View now.
Pre-retirement strategies meeting invite. Learn more.
-
Auto-increase contribution information for participants. View now.
Challenge your participants to take the 1% challenge. Explore now.
-
Checklist for buying a house for participants. View now.
-
Options for participants when changing jobs. Take a look.
Investment basics: Tutorials for participants
Equip your participants with resources to make sound investment decisions. Our tutorials cover key strategies to help participants understand risk tolerance, asset allocation, and diversification. With this knowledge, participants can make choices that align with their retirement goals.
Financial wellness tools for participants
A financially well participant is a more engaged participant. Our financial wellness tools help participants improve their overall financial health. From budgeting guides to debt management tips, participants can access resources to help them develop healthy financial habits.
-
Steps to Achieve Financial Wellness video
- Video guide to achieving financial wellness. View now.
Financial Wellness (Questis) Video StartRight - Financial Wellness:
- Start Right introductory video for financial wellness. View now.
Financial Resource Center Video
- Video guide to accessing the financial resource center. View now.
Cons of taking a loan video
- Video guide explaining the cons of taking a loan. View now.
Impact of taking a loan video
- Video guide on the positive and negative impacts of taking a loan. View now.
Distributions video
- Video guide to your employer’s plan distribution options. View now.
Start Right video on Financial Wellness
- Track and manage your overall financial health. View now.
Benefit fair resources for sponsors
Planning a benefit fair? We've got you covered! Our resource hub offers a variety of materials, including posters and handouts, to enhance your benefit fair experience. These resources will educate participants about retirement planning and encourage active engagement.
Participant newsletter archive
Check out our informative participant newsletters. This archive houses past issues featuring articles on retirement planning, investment insights, and market updates. Participants can access this archive to stay informed and receive valuable tips for their retirement journey.
-
Maximize your 401k
- The short-term and long-term benefits of saving for retirement. Take a look.
.© 2024 BOKF, NA.