BEST IN CLASS 401(k) PLANS

BEST IN CLASS 401(k) PLANS

An annual award program designated for plan sponsors whose retirement plans meet the highest standard of excellence as deemed by our research and editorial teams. Winners are selected from thousands of plans that respond to PLANSPONSOR's Defined Contribution (DC) Survey in the summer months. Winners are announced in March.

TG

LocationRound Rock, TX
Asset Size$58.0MM
Number of Participants500 – 999 Participants
BusinessNonprofit Organization
Participation rate95%
Avg. deferral rate6.0%
No. of funds offered11
Investment ReviewQuarterly
True-up featureNo
Match Vesting Period2 years
EligibilityImmediate
Default deferral rate3%
Default investmentRetail TDF (Index)
Auto-escalationOpt-out
Systematic withdrawalsYes
Fee equalizationYes
Match Rate200% of first 3% of salary
% receiving full match>90%
Max Employer Contribution8.5%
  
Financial education: 
Saving/budgetingx
Investing strategies 
College saving 
Credit/debt mgtx
Tax/estate planning 
Retiree health costs/savings optionsx
  
RecordkeeperPrincipal

E_NOTICE Error in file Best-In-Class-2017.php at line 67: Undefined variable: link