Regency Centers

LocationJacksonville, FL
Asset Size$82.3MM 
Number of Participants100 – 499 Participants
BusinessReal Estate Management
Participation rate96%
Avg. deferral rate8.6%
No. of funds offered18
Investment ReviewQuarterly
True-up featureYes
Match Vesting PeriodImmediate
Eligibility<3 months
Default deferral rate3%
Default investmentRetail TDF (Index)
Systematic withdrawalsYes
Fee equalizationYes
Match Rate100% up to $5,000 max annually
% receiving full match51% – 74%
Max Employer Contribution11.0%
Financial education: 
Investing strategiesx
College savingx
Credit/debt mgtx
Tax/estate planning 
Retiree health costs/savings options 
RecordkeeperWells Fargo Bank, N.A.
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