Through its partnership with Bank of Oklahoma, UPAL offers a full range of retirement saving options for its members including a 401(k) profit sharing plan and personal and IRA investment programs.  Over $200 million is administered by UPAL with both corporate and individual retirement plans available.

UPAL is organized and operated for professionals, their employees and their families, we maintain a steadfast policy to offer our programs at a minimal cost with the highest quality possible. UPAL’s efforts in keeping costs low provides a significant “bonus” every year in the form of lower expenses to our members.


Notice and Clarification of Investment Risks

DOL Fiduciary Rule Disclosure