Now Available On Demand: Pre-Retirement Readiness Meeting Recorded

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Couldn’t make it to the Pre-Retirement Readiness Meeting in September? If you weren’t able to join UPAL and BOK for the Pre-Retirement Readiness Meeting on September 27th, now you can listen to the same helpful pre-retirement planning information and tips on your own time. No matter what age or life stage, it’s not too soon or too late to plan for retirement. Listen to the recorded webinar here. Here’s what attendees said about the valuable information presented at the live meeting. “The speaker was very interesting.” “The presentation offered useful…

WealthBuilder Update

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September 2016 The Strategic Investment Advisors team at BOK Financial has implemented several changes to the WealthBuilder program. The changes are summarized below. Please note that the changes were implemented at the strategy level. Actual trades might vary in each account, depending on the account size and cash flows. Overview The Asset Allocation Committee at BOK Financial met last week and recommended several tactical changes. The Committee is modestly constructive on the market and decided to maintain an underweight in fixed income and overweight in equity as well as alternatives….

RSVP for Pre-Retirement Readiness Meeting

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Group Meeting Details Where: TCMS Meeting Room When: Tuesday, September 27th, 2016 Time: Registration begins at 5:30 PM, 1 hour presentation to follow RSVP HERE Light Hors d’oeuvres will be served. This group meeting is brought to you by BOK Financial & UPAL. Click below for meeting details Pre-Retirement Readiness Meeting (124 kB)

Notice: UPAL Retirement Program Change

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August 23, 2016 A few changes will be made this week to 3 of the 4 UPAL Pooled Fund Models in the UPAL Retirement Plan Program as indicated below.  These changes are recommended by the BOKF Asset Allocation Committee: No changes will occur in the Fixed Income Model Allocation. Conservative Model Allocation – Reduce the allocation to the UPAL Alternative Investment Fund by 2%, increase the allocation to the UPAL Core Bond Fund by 1% and increase the allocation to the UPAL International Fund by 1%. Balanced Model Allocation –…

You’re Invited: BOK Financial’s Economic and Market Outlook Call

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Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic & Market Outlook Call. Wednesday, July 13, 2016 3:30 p.m.-4:30 p.m. Central Conference Call Number: 1-888-317-6003 Participant Elite Entry Number: 7666215 Conference Call Topics: We will provide a comprehensive market analysis, review the latest U.S. and global economic conditions and discuss what it means for you and your business. We’ll also be discussing: 2016 Election and Policy Outlook Presented By: Daniel Clifton, Partner and Head of Policy Research for Strategas Research Partners Daniel will provide an in-depth…

UPAL Special Notice

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Annually, UPAL requires an Audit of its Common Collective Pooled Trust Funds which hold retirement plan core assets.  If you are a participant in a participating Plan, an investor in the Pooled Funds or a Plan Sponsor and would like a copy of the Audit of the Pooled Funds, please send an email requesting a copy of the Audit to Kent Butcher, President/CEO, at kbutcher@upal.com or Lea Ann Nunley, Vice President of Retirement Plan Services, at lnunley@upal.com.  Upon receipt of your written request, a copy of the Audit will be…

Asset Allocation Changes

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Allocation Changes The BOKF Asset Allocation Committee recently changed their strategic asset allocation guidance, based on the results from an updated portfolio optimization and asset allocation study.  These changes are recommended by the Investment Advisors of BOK Financial. Strategic Allocation Changes  The strategic allocations of the Conservative, Balanced and Aggressive Models will be changed as follows: the allocation to Alternative Investments is being reduced by -6%. This reduction is being reallocated +3% to the Core Bond Fund and +1% each to the Large Cap Growth Fund, Large Cap Value Fund,…

IMPORTANT INVESTOR NOTIFICATION

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Changes to WealthBuilder Program   Please be advised that we will begin implementing changes to the WealthBuilder Strategies the week of December 9, 2015.  An overview of these changes is provided below and will be made across the different investment objectives, if applicable.   Removal of BlackRock Equity Dividend Strategy The BlackRock Equity Dividend Strategy invests in companies that can sustain and grow dividends. This leads to a lower-beta, high quality strategy that may struggle on a relative basis in strong markets. The fund underperformed its peer group and benchmark…

UPAL Physician Board Announces Kent Butcher as New CEO

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UPAL is delighted to announce to its member physicians – their staff members and our business partners – the appointment of Kent Butcher as its new CEO effective January 1, 2016. He will succeed Donald Orchard, UPAL’s CEO and legal counsel for nearly 30 years. Kent was selected by the UPAL physician Board in a competitive process after considering a pool of interested and highly-qualified internal and external candidates. Kent has been a key member of UPAL’s management team for over a year, following 14 years as CEO of Oklahoma…

NOTICE – Changes to Investment Funds

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Changes have been made to the following Programs: •  UPAL Retirement Plan Program •  WealthBuilder Program Please click on the above links for information about the changes.