New! 401k Match Enhanced Starting 5/1/2026
Contributions:
- You can choose to contribute a percentage of your income (1-100%) or a flat amount each check.
- HALO matches 50% of the first 3% you contribute
- To make changes to your contributions amount, see Deferral Change Instructions for assistance.
- Changes must be made by 3:00 (CST), Friday before the upcoming check date to reflect on that check.
Deferral Limits
- Employees under the age of 50 can contribute $24,500 to their 401K or Roth.
- If you are age 50 or over, you may defer an additional amount, called a “catchup contribution”, of up to $8,000.
- If you are 60-63, you can contribute an additional $11,250 catch-up, for a total of $35,750 in 2026.
Vesting Schedule for match:
Matches for employees hired before 5/1/2026 are vested at 100%. Employees hired on or after 5/1/2026 will vest 30% year 1, 60% year 2 and at their 3 year anniversary be 100% vested.
Visit: www.startright.bokf.com or call (800) 876-9557
BOK Investment Advice:
Sara Skipper at (918) 588-6783 or email [email protected]
- HALO Branded Solutions, Inc. 401(k) Plan – Highlights
- Summary Plan Description
- Loan Policy
- Savings Plan Annual Notice
- Bank of Oklahoma – User Guide
- Beneficiary Update Instructions
- Halo Fund Spectrum
- Asset Allocation Instructions.
- Financial Wellness Worksheet
- Rollover Contribution Form
The resources below are accessible on-demand.