UPAL offers several clear advantages to our client ownership. Learn how the UPAL Physician Board is working harder and smarter for you.

View this email in your browser

Alarming Facts About America’s Retirement Crisis

According to recent data from Fidelity Investments, it’s unlikely that many Americans are saving enough to live comfortably in retirement. As of March 31st, Fidelity reported that the median size of a 401(k) is only $24,400, with people over age 55 having saved an average of just $65,300. Read More

6 Things Every Physician Should Know About Retirement

Relaxation, recreation, and leisure: After a lifetime of working hard to care for other people, doctors deserve to enjoy their retirement to the fullest. A 2013 survey conducted by AMA Insurance revealed that only 6% of U.S. physicians consider themselves ahead of schedule when it comes to retirement preparedness while about 48% feel that they are behind. Read More

Inherited IRAs In Play for Bankruptcy Creditors

The U.S. Supreme Court on Thursday said inherited individual retirement accounts are not protected from creditors in bankruptcy, in a ruling that impacts one of the most popular ways to save for retirement.
Read More

Welcome Back, Kathy!

We’d like to announce the return of a familiar face to the UPAL team-Kathy Doering! Kathy just recently came out of short-term retirement to rejoin as our administrative assistant. In addition to keeping things organized and running smoothly at the UPAL office, Kathy is an active member of the Tulsa Chapter of the International Association of Administrative Professionals. In her spare time, she enjoys camping and spending time with her 3 children and 4 grandchildren and can’t wait to welcome a 5th grandbaby in November. Kathy was previously with UPAL for 24 years, and we are thrilled to have her back. Welcome back, Kathy!

Get Social with UPAL

Now you can connect with UPAL on Twitter, Facebook, LinkedIn and Google+ for industry news, investment forecasts, seminars and important member info.

Meaningful Use Extension Proposed

Read the CMS press release & proposed changes to the meaningful use timeline.
Learn More

Exclusive Checking Account Options

No Monthly Service Fee Checking. Learn More

You're Invited!

BOKF Economic & Market Outlook Call. Learn More

Mortgage Opportunity from BOK

For UPAL members from Bank of Oklahoma. Learn More

Updated UPAL Directory

UPAL strives to keep our membership directory current so that we can stay in touch with you and keep you informed. Please take a moment and update your UPAL Membership contact information here.

How Can We Serve You?

Phone: 918-747-5585
Info: info@upal.com
Website: UPAL.com

Forward to Friend