BIO
Hannah Morton is a client advocate whose commitment to service excellence has earned her a repeat PLANSPONSOR Service Star Award. She has served BOK Financial for 17 years and holds the Certified Financial Planner® and Chartered Retirement Plans Specialist® designations. A former D1 volleyball player, Morton lives in Rochester, New York, with her husband and two sons. She “love[s] the outdoors, sports, libraries and lifelong learning.”
NOMINATOR COMMENTS
A real estate development company said: “Hannah informed us of the relationship BOKF has with our payroll provider, Paylocity, and the service they provide for our 401(k) plan. She provided us with a Paylocity contact who led the charge and worked with us to ensure a smooth transition. In addition, she was able to waive the fee Paylocity would have charged us. This Paylocity service provides a seamless transfer of funds eliminating the potential for human error to ensure compliance. We appreciate her educating us on the service that improves our process, providing a strong Paylocity contract and getting our fee waived. In addition, she provides ‘high touch’ service, by contacting us to ensure RMDs [required minimum distributions] are met and processed in a timely manner.”
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