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.
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. Provide plan and fee benchmarking services to ensure a plan is competitive with its peers.
We also provide plan and fee benchmarking services to ensure a plan is competitive with its peers.
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
To learn more about our retirement services, contact us or visit one of our branches in Oklahoma.
Meet Our Team
For more information about retirement services for your business, or to develop your customized plan, let’s talk today.
Jon Bowers
Senior Vice President, Regional Manager
Wealth & Fiduciary Management, Retirement Services
Oklahoma City
(405) 270-4771
Jon.Bowers@BancFirst.bank
Kristin Haynes Dixon
Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 270-1058
Kristin.HaynesDixon@BancFirst.bank
Sara Wilson
Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 270-1039
Sara.Wilson@BancFirst.bank
Mike Reynolds
Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 218-4104
Mike.Reynolds@BancFirst.bank
James Dickson
President, Senior Trust Officer
Wealth & Fiduciary Management, Corporate Trust
Oklahoma City
(405) 270-4743
James.Dickson@BancFirst.bank
Kevin Morrissey
Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Oklahoma City
(405) 218-4032
Kevin.Morrissey@BancFirst.bank
Jordan Horn
Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 218-4081
Jordan.Horn@BancFirst.bank
Monty Curry
Senior Vice President, Regional Manager
Wealth & Fiduciary Management, Retirement Services
Tulsa
(918) 664-3417
Monty.Curry@BancFirst.bank
Madison D. Cataudella
Assistant Vice President, Trust Officer
Wealth & Fiduciary Management
Tulsa
(918) 664-3419
Madison.Cataudella@BancFirst.bank
Mark McCullough
Vice President, Trust Officer
Wealth & Fiduciary Management
Tulsa
(918) 664-3448
Mark.McCullough@BancFirst.bank
Geoff Johnson
Senior Vice President, Regional Manager
Wealth & Fiduciary Management, Retirement Services
Duncan
(580) 251-7033
Geoff.Johnson@BancFirst.bank
Carolyn Pollock
Vice President, Trust Officer
Wealth & Fiduciary Management
Duncan
(580) 251-7034
Carolyn.Pollock@BancFirst.bank
Susan Henderson
Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Ardmore
(580) 221-5321
Susan.Henderson@BancFirst.bank
Daniel Vernon
Assistant Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Ardmore
(580) 221-5323
Daniel.Vernon@BancFirst.bank
Michael C. Smith
Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Duncan
(580) 251- 7037
MichaelC.Smith@BancFirst.bank
Wealth Management
Enhance your financial security, both now and in the days to come.
- Financial planning
- Retirement planning
- Investment consulting & more
