Introduction
BOK Financial
www.bokf.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #42 | $8,747 | |||
401(k) | $7,643 | |||
403(b) | $113 | |||
457 | $117 | |||
NQDC | $37 | |||
All Other | $837 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #49 | 119,063 | |||
<$10MM | 34,072 | |||
$10MM – $50MM | 42,564 | |||
>$50MM – $200MM | 27,775 | |||
>$200MM – $1BMM | 10,804 | |||
>$1B | 3,848 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 0 |
Will act as §3(16) fiduciary | No |
Participant Services | |
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Call center hours | Weekdays: 8 a.m. - 10 p.m. ET Saturday: 9 a.m. - 6 p.m. ET |
Online chat support | No |
Mobile app | Yes |
Managed account options | BOK Financial |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | Yes |
Recordkeeping Platform FIS Omni |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |