Debbie_Crump

Debbie Crump

BOK Financial

Deborah Crump has over 36 years of experience as a retirement plan specialist with a focus on assisting plans in maintaining compliance with ERISA fiduciary responsibilities and IRS tax qualification requirements.  Deborah is a senior vice president and institutional trust officer with Institutional Wealth Division of BOK Financial (BOKF).  She has also served for 20 years as the manager of BOK’s Plan Compliance team that is primarily responsible for assisting plans in maintaining compliance with DOL and IRS regulatory requirements, including:

  • monitoring proposed and new legislation
  • communicating and educating BOK employees and clients on new legislation
  • assisting with the development of processes and procedures for BOK’s retirement plan trustee and recordkeeping services offered to its clients with a focus on continual improvement toward meeting regulatory requirements
  • consulting on retirement plan design and planning
  • providing technical research and support, including providing error correction assistance
  • development of plan communication materials, including regulatory required notices 

Prior to joining the Bank, Deborah was a Senior Manager with Deloitte.  During her twenty-one years with Deloitte, Deborah’s responsibilities included management of a national benefit recordkeeping/compliance practice. This practice provided consulting and compliance services on a national level for qualified retirement plans, health and welfare plans, and nonqualified plans. She also served as a primary member of the management team of the firm’s first business process consulting and third-party outsourcing service line prior to its transition to Deloitte Consulting.  During her tenure, the team grew from a less than 30-member team to well over 100 professionals servicing clients across the United States.

Deborah received her Bachelor’s in Agriculture Economics/Accounting from Oklahoma State University and a Master’s in Taxation from the University of Tulsa.  She is a CPA and member of the Oklahoma Society of Certified Public Accountants.