- Notice - Charging Plan Fees to Former Employees
- UPAL PDF File 07/06/2010
- Retirement Program Participant Update & Notice - U.S. Real Estate Pooled Fund
- UPAL PDF File 06/24/2010
- Principal U.S. Property Account Information
- UPAL PDF File 04/30/2010
- Important Notice of Changes to UPAL Pooled Funds and Asset Allocation Models April 1, 2010
- UPAL PDF File 03/16/2010
- Retirement Program Participant Update & Notice - U.S. Real Estate Fund Principal Withdrawal Limitation Notice
- UPAL PDF File 02/26/2010
- Announcing the Allscripts Legislative & Regulatory Advocacy Center
- This new tool helps inform providers about the important issues that Congress is working on. Plus, it enables providers to directly engage with elected officials through auto-generated emails that can be sent in a matter of seconds.
- Late Deposits by Employers of Employees' 401(k) Salary Deferral Monies
- UPAL PDF File 01/21/2010
- CVS Caremark Announces e-Prescribing Agreement with Allscripts
- UPAL PDF File 01/08/2010
- BOk Retirement Plan Statements Go 'Green'
- UPAL PDF File 12/14/2009
- UPAL-CFR Malpractice Insurance Program
- UPAL PDF File 09/21/2009
- New Member Benefit - Personal Retirement Account Rate of Return
- UPAL PDF File 09/09/2009
- SDO Trust Statements Now Online as BOk Goes Green!
- UPAL PDF File 08/03/2009
- Notice - Charging Plan Fees to Former Employees
- UPAL PDF File 06/25/2009
- Difficult Investment Environments Prove the Value of Diversification - Enrique Chang, Executive Vice President and Chief Investment Officer, American Century Investments
- American Century Investments PDF File 04/23/09
- URGENT - UPAL Asset Allocation Model Revisions
- UPAL PDF File 04/02/2009
- Market Review by Jim Huntzinger, BOk Chief Investment Officer
- UPAL PDF File 03/30/2009
- UPAL Renews Agreement with Storage Plus!
- UPAL PDF File 03/10/2009
- Journey House Travel - New Services!
- UPAL PDF File 03/04/2009
- The Facts About High Volume Trading
- UPAL PDF File 02/10/2009
Pam
Pam begins saving $2000 per year at age 25, saves for 10 years, and then stops completely at age 35.
Michael
Michael delays saving until he turns 35 and then begins saving $2000 per year for 30 years until age 65.
Karen
Karen begins saving $2000 per year at age 25 and saves for 40 years until age 65.
*Assumes a seven percent rate of return and tax-deferred compounding.
UPAL members receive discounts and value-added services from the following companies. Please click on a company name for a brief description of the company and UPAL member benefits.
- Eide Bailly
- Accounting / Consulting
- The Private Bank - Bank of Oklahoma
- Banking Services
- Reliable Building Services
- Building Maintenance Services
- Tulsa Adjustment Bureau InstaCheck
- Collection Agency
- Storage Plus Record Destruction
- Document Destruction
- Infinedi, L.L.C.
- Electronic Claims Processing
- PDC4U
- Electronic Payment System
- Mysock & Chevaillier
- Estate Planning & Legal
- Flex Plan Administrators
- Health Savings
- CFR, Inc.
- Insurance Products
- LifeLock
- Identity Theft Prevention
- United Linen
- Linen
- Massachusetts Mutual Life Insurance
- Long Term Care Insurance
- Hampton Creative
- Marketing / Web Design
- Rittenhouse Book Distributors
- Medical Books
- Henry Schein
- Medical-Surgical Supplies
- Peak UpTime
- Network Engineering
- Drake Systems
- Office Equipment/Supplies/Service
- L & M Office Furniture
- Office Furniture
- Admiral Express Office Supply
- Office Supplies
- OnHold Worx
- On-hold Messaging, Lobby Video, Overhead Music
- Paycom
- Payroll Processing & Tax Pay Services
- Premier Staffing
- Personnel Services
- TRAK-1 Technology
- Personnel Screening & Training Services
- James Shirley Management Consultants
- Practice Management Services
- Allscripts
- Practice Management Software and Electronic Health Record Solutions
- Stewart Business Forms, Inc.
- Printing and Graphics
- Storage Plus By 5R, Inc.
- Records Storage
- TeleGen
- Telephone and Voice Mail Systems
- Journey House Travel, Inc.
- Travel Services