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Employer-Sponsored Retirement Plans

Employer-Sponsored Retirement Plans

For many business owners, a 401(k) is the first option that comes to mind when considering adding a retirement plan to employee benefit options. While a 401(k) option might be a good fit, there are many alternatives to consider that have attractive and flexible administrative aspects. Our team can help you explore plan options that are right for your business, and explain contribution limits, tax advantages, employee implications, and more to make a decision in the best interests of your business’ future.

Partner with Oklahoma Financial Center to design, implement, and help improve your group retirement plan. Our team of experts will work with your organizational leaders to create a plan that strives to provide the most tax efficient benefit to employees and ownership.

Why Oklahoma Financial for Your Business’ Retirement Planning?

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">$220MM+ in Qualified Plan Assets </span>

$220MM+ in Qualified Plan Assets

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Over 50 Qualified Plans + Flexible Plan Design </span>

Over 50 Qualified Plans + Flexible Plan Design

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">All Under One Roof: Advisor, TPA, Recordkeeper </span>

All Under One Roof: Advisor, TPA, Recordkeeper

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Concierge Level Client Services</span>

Concierge Level Client Services

Plan Offerings

Plan Offerings

Save time while getting expert advice and plan management. Not only do we design and implement your plan, our team remains as your partner to support both your business and each plan participant. We offer annual plan reviews to ensure the chosen plan continues to meet your needs.

Our team will take care of biannual participant enrollment as well as engagement meetings to answer any questions your employees have, and for convenience we offer online account services.

Let us focus on your retirement plan while you focus on growing your business.

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