IW Plan Compliance Consultant

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Location: Tulsa
-TUL

Areas of Interest: Wealth Management;
Accounting;
Audit;
Client Relationship Support

Pay Transparency Salary Range: Not Available

Final date to receive applications: 10/21/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial®.

BOKF Performance Plan (D02)

Our institutional wealth team focuses on managing and growing the financial assets of large organizations and entities, specializing in retirement plans and asset services, corporate trust, and reinsurance. We offer a wide range of services, including trust and investment management, retirement planning, investment consulting, and more, serving a diverse clientele such as corporate entities, foundations, and municipalities. Our team of experienced professionals works closely with clients to provide tailored financial solutions, leveraging extensive industry knowledge to drive client success.

The IW Plan Compliance Consultant serves as an experienced technical resource within the Plan Compliance Services group. This position is responsible for performing compliance services for medium to highly complex plans while providing technical guidance, mentorship, and quality oversight for Associates and Analysts.

The Consultant serves as a trusted advisor to plan sponsors, applying advanced technical expertise to evaluate complex compliance matters, interprets regulatory requirements, and develops corrective action strategies. Recommendations have a direct impact on regulatory compliance outcomes, operational risk management, client satisfaction, and retention. This position operates with a high degree of independence, exercising sound professional judgement.

Here at BOK Financial, we believe meaningful careers start with recognizing and prioritizing potential. We emphasize collaboration and professionalism to seamlessly address clients’ complex financial needs. Innovation and continuous learning are highly valued, encouraging team members to stay ahead of market trends and deliver cutting-edge solutions. Our culture of mutual respect and trust focuses on everyone's contributions, enabling us to create and adapt customized strategies that grow with our clients' needs.

• You will advise retirement plan sponsors on compliance requirements, plan design strategies, and regulatory changes.
• You will independently manage annual compliance projects for moderately complex retirement plans.
• You will review participant eligibility, compensation, and contributions to ensure plan compliance.
• You will conduct and analyze retirement plan compliance testing and allocation calculations.
• You will provide technical guidance on compliance issues, correction methods, and regulatory requirements.
• You will coordinate Form 5500 filings, audit support, and corrective actions for operational issues.
• You will support complex compliance research, process improvements, training, and risk management initiatives.

This level of knowledge is normally acquired through completion of a bachelor’s degree in business, Accounting, Finance, or related field and 5-8 years of directly related retirement plan compliance or administration experience; or equivalent combination of education and experience.

• Advanced knowledge of retirement plan administration, plan operations, compliance requirements, and regulatory guidance affecting qualified retirement…