2017 Best in Class 401(k) Plans | Winner
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% |
| Â | Â |
| 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 |
| Â | Â |
| Recordkeeper | Bank of America Merrill Lynch |
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