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InvesTrust Retirement Specialists

The time to plan for the future is now. Whether your company is large or small, InvesTrust can help you create a retirement plan that will give you and your employees long-lasting financial security – and peace of mind.

Our experienced professionals will design a cost-effective retirement or 401(k) plan that’s just right for you. Start down the road to financial security today.

Retirement Plans

401(k)

A 401(k) retirement plan lets you and your employees contribute to a happy retirement and a secure future. These pre-tax retirement accounts have many advantages, and quickly are becoming the plans of choice for companies of all sizes. InvesTrust can help create the plan to fit your company’s individual needs.

Other Plans

If a 401(k) plan isn’t the right fit for your organization, or if you want to supplement your plan with additional benefits, InvesTrust Retirement Specialists have the solution for you.

Retirement Plan Login

Click the login link to access your retirement plan account information and statements.

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Contact Information

InvesTrust N.A.

5100 N. Classen Blvd.
Suite 620
Oklahoma City, OK 73118

T: 405.848.0258
TF: 866.848.0258
F: 888.748.7835
E: investrust@investrust.com

Hours of Operation

Monday through Friday
8:00 am to 5:00 pm

InvesTrust is closed for the following holidays:

Monday, Jan. 1 New Year’s Day
Monday, Feb. 19 President’s Day
Monday, May 28 Memorial Day
Wednesday, July 4 Independence Day
Monday, Sept. 3 Labor Day
Monday, Oct. 8 Columbus Day
Monday, Nov. 12 Veterans Day
Thursday, Nov. 22 Thanksgiving
Friday, Nov. 23 Thanksgiving
Tuesday, Dec. 25 Christmas


Newsletter

The content on this site is for informational purposes only and should not be considered advice. Additionally, it is important to keep in mind that all investments are subject to risk, including loss of principle. Risk is defined as fluctuation in returns from one period to the next and the potential for loss. A well diversified portfolio may help investors reduce the risk associated with investing. However, diversification does not insure protection against a loss in a declining market.

Circular 230 Disclosure: Please note that Treasury regulations effective June 20, 2005 impose extensive requirements for a formal tax opinion. Since this communication (including any attachments) is not such a formal tax opinion, we are required to advise you that it was not intended or written to be used, and it cannot be used (i) for the purpose of avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. If you would like further information, please contact us.