The new website for plan sponsors and participants using BOK’s Start Right retirement plan program offers an updated look and user experience, as well as mobile access through the Start Right Retire Right application (app) for Apple and Android smartphones.
Among the improved tools is the My RetireRight Planner, through which users can set up personalized goals for their retirement. Participants can alter certain aspects of their plan—for instance, adjust their contribution rate or investments—and track their progress to see how those changes may improve their chances of achieving their aims.
Step-by-step instructions assist participants in their transactions, offering guidance and resources for further research. Users can also integrate their retirement account information with other financial management software.
Provider alerts enable plan sponsors to notify participants about changes to the plan or other updates via the website, and enhanced reporting capabilities allow sponsors and participants to review and download customized statements.
“The time is now for plan participants to take an active role in planning for their retirement, and our new website offers the tools to do just that,” says Ken Etheredge, senior vice president (SVP) and regional executive for Retirement Plans at BOK Financial.
More information about BOK Financial is at www.bokf.com.