HOLLY FERGUSON

Senior Vice President


Holly Ferguson joined Trust Company of Oklahoma is 2023 and is a Senior Vice President in our Retirement Plan Solutions division. Holly brings extensive expertise in retirement plan design and consulting, compliance, ERISA, and retirement plan corrections. She is a trusted business advisor to clients of all sizes, providing guidance and expertise in retirement plans, executive benefits, and compensation planning.

With a BA in Economics and an MBA, Holly has a deep understanding of financial and business principles. She leverages this knowledge to develop retirement plan strategies that align with her clients’ objectives while ensuring compliance with complex regulations and requirements. Holly’s dedication to excellence is reflected in her numerous licenses and designations. She is enrolled to practice before the IRS as an enrolled retirement plan agent (ERPA) and also holds the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professions and Actuaries (ASPPA). Holly has been a member of ASPPA since 2010. These credentials demonstrate her expertise and commitment to staying up to date on the latest trends and best practices in the retirement plan industry.

Beyond her professional achievements, Holly is an active member of her community. She currently serves on the Parent Leadership Council at Northeastern University and previously served as President, Treasurer, and Membership Director of organizations in North Carolina. Holly is a Tulsa native and is excited to make an impact in the Tulsa community.

DIVISION
RETIREMENT
LOCATION
TULSA
TELEPHONE
(918) 744-0553