For employer looking to recruit and retain the best workforce possible, or for the individual planning for retirement, BancFirst offers and manages a comprehensive range of retirement services.
Corporate Retirement Plans
BancFirst assumes three primary roles with regard to your employee retirement plan – Trustee, Fiduciary, and Investment Advisor.
Our retirement plan options include qualified and non-qualified executive plans. Our goal is to organize, implement and manage the company’s retirement benefits so that management can focus on ensuring the success of the business.
We collaborate with management to perform our scope of services in order to fulfill plan sponsor responsibilities and to help employees prepare for their retirement. We will meet to review the plan and its investments, and discuss any compliance or regulatory issues that need to be addressed. In addition to our scope of services, we provide plan and fee benchmarking services to ensure a plan is competitive with its peers.
Individual Retirement Accounts
For decades, BancFirst Trust and Investment Management has been the loyal financial partner to individuals all across Oklahoma. We work with each client to help meet their retirement goals as a part of their overall financial plan.
Our Scope of Services
- 3(21) or 3(38) Fiduciary to the Plan
- Investment Policy Development
- Fund Menu Design, Management & Monitoring
- Asset Allocation Modeling (where appropriate)
- Plan/Investment Reviews
- Recordkeeper/Vendor Fee & Service Reviews
- Recordkeeper/Vendor Management & Issue Resolution
- Recordkeeper/Vendor Search
- Plan Design Consulting
- Education Program Strategy
- Participant Investment Advice
- Group and Individual Enrollment Meetings
- Rollover Individual Retirement Accounts (IRA)
We're Here to Listen
For complete information about retirement services for your business, or to develop your customized plan, let’s talk today.
Oklahoma City & Central Oklahoma • 405-270-4778
Tulsa & Northeast Oklahoma • 918-664-6660
Duncan, Ardmore & Southern Oklahoma • 580-251-7027
Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, BancFirst; Subject to investment risks, including possible loss of the principal amount invested.