American Financial Group, Inc.
Location | Cincinnati, OH |
Asset Size | >$1B |
Number of Participants | 5,000 – 9,999 Participants |
Business | Financial Services |
Participation rate | 95% |
Avg. deferral rate | 7.7% |
No. of funds offered | 15 |
Investment Review | Quarterly |
True-up feature | Yes |
Match Vesting Period | 2 years |
Eligibility | Immediate |
Default deferral rate | 3% |
Default investment | Custom TDF |
Auto-escalation | Opt-out |
Systematic withdrawals | No |
Fee equalization | Yes |
Match Rate | 100% of first 3% of salary; 50% of next 3% |
% receiving full match | >75% |
Max Employer Contribution | 7.5% |
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Financial education: | Â |
Saving/budgeting | x |
Investing strategies | x |
College saving | x |
Credit/debt mgt | x |
Tax/estate planning | x |
Retiree health costs/savings options | x |
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Recordkeeper | Bank of America Merrill Lynch |