Ranked a top five provider in the annual PLANSPONSOR survey
TULSA, Okla.--(BUSINESS WIRE)--
BOK Financial has announced it ranked among top retirement plan
providers in the country once again, according to the highly regarded
PLANSPONSOR Defined Contribution Survey. The annual survey asks
employers to rate their retirement plan providers on a number of factors
and then compares those results with other plan providers. BOK Financial
ranked in the Top 10 in a number of categories and was ranked in the top
five overall for providers of a similar size.
“At BOK Financial, we don’t just sell companies retirement plans that
they then hand over to their employees. We’re part of the whole process.
We help companies educate and engage their employees so that they get
the most out of their retirement benefits,” said Ken Etheredge, senior
vice president, manager of retirement plan services. “These rankings
demonstrate that fact and show that we are successful at it.”
Etheredge added that because the survey talks directly to customers and
asks about their experience with BOK Financial, the results are very
meaningful.
The company received a number of Top 10 rankings, including those for
“Clients feeling most employees will meet retirement goals” and “Clients
extremely likely to recommend provider.” In addition, the company also
ranked high for its compliance support/testing, plan design flexibility,
overall education program, and enrollment assistance.
JoAnn Schaub, senior vice president for institutional wealth management,
said that BOK Financial is focused on providing the highest quality of
service, education and investment products to its customers and these
results reflect that.
“We’re proud to be a top five provider of retirement services for our
size, but honestly, that’s something we expect to achieve,” said Schaub.
“We are wholly committed to giving our customers a level of service that
makes them successful in attracting and retaining employees, and offers
their employees the resources and products necessary for successful
retirement planning.”
BOK Financial offers a comprehensive range of services for any
employer-sponsored retirement plan, including 401(k) plans, profit
sharing plans, 403(b) plans, 457 plans, employee stock ownership plans,
defined benefit pension plans, cash balance plans and non-qualified
deferred compensation plans.
For more information about BOK Financial’s retirement plan services,
visit this webpage.
About BOK Financial Corporation
BOK Financial Corporation is a $27 billion regional financial services
company based in Tulsa, Okla. The company's stock is publicly traded on
NASDAQ under the Global Select market listings (symbol: BOKF). BOK
Financial's holdings include BOKF, NA, BOSC, Inc. and Cavanal Hill
Investment Management, Inc.BOKF, NA operates the TransFund electronic
funds network and seven banking divisions: Bank
of Albuquerque, Bank
of Arizona, Bank
of Arkansas, Bank
of Kansas City, Bank
of Oklahoma, Bank
of Texas, and Colorado
State Bank and Trust. Through its subsidiaries, the company provides
commercial and consumer banking, investment and trust services, mortgage
origination and servicing, and an electronic funds transfer network. For
more information, visit www.bokf.com.
BOK Financial Corporation
Andrea Myers, 918-594-7794
amyers@bokf.com
Source: BOK Financial Corporation