IW Plan Compliance Consultant

IW Plan Compliance Consultant

Location: Tulsa - TUL

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Final date to receive applications: 05/23/2026

BOKF Performance Plan (D02)

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us in Institutional Wealth as a Plan Compliance Consultant. You’ll be positioned for a great career!

The Institutional Wealth - Plan Compliance Consultant position is primarily responsible for providing in-depth technical, analytical, and managerial assistance to the Manager, Plan Compliance Services; ensuring pension and profit sharing information is in compliance with plan documents and government regulations; working with complex client situations providing compliance services and developing relationships.

• You will provide in-depth technical, analytical, and managerial assistance to the Manager of Compliance Services.
• You will supervise and review the work of the Institutional Wealth Plan Compliance staff.
• You will train new employees, provide continuing education, guidance and training, as well as conduct performance reviews.
• You will manage and supervise the ADP (Actual Deferral Percentage) /ACP (Actual Contribution Percentage) testing for all plan compliance clients, review and perform ADP/ACP tests, and set up spreadsheets to do calculations for tests.
• You will manage and supervise the 5500 filings for all plan compliance clients to ensure compliance and minimize risk to the bank.
• You will determine participant eligibility for employer contributions.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related field of study and 6-8 years of directly related experience in Trust Retirement Plan Administration or 12-14 years equivalent combination of education and experience.

Office

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.