American Financial Group, Inc.

LocationCincinnati, OH
Asset Size>$1B
Number of Participants5,000 – 9,999 Participants
BusinessFinancial Services
Participation rate95%
Avg. deferral rate7.7%
No. of funds offered15
Investment ReviewQuarterly
True-up featureYes
Match Vesting Period2 years
Default deferral rate3%
Default investmentCustom TDF
Systematic withdrawalsNo
Fee equalizationYes
Match Rate100% of first 3% of salary; 50% of next 3%
% receiving full match>75%
Max Employer Contribution7.5%
Financial education: 
Investing strategiesx
College savingx
Credit/debt mgtx
Tax/estate planningx
Retiree health costs/savings optionsx
RecordkeeperBank of America Merrill Lynch
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