Chambliss, Bahner and Stophel, P.C.

Plan nameChambliss, Bahner and Stophel, P.C.
LocationChattanooga, Tennessee
Asset size>$25mm–$50mm
# of participants175
Business Category Professional Services, Legal
Participation Rate80.0%
Avg Deferral Rate9%
# of Funds Offered58
Investment ReviewTwice a year
True-up FeatureYes
Match Vesting PeriodImmediate
Default Deferral Rate5%
Default InvestmentTDF (all types)
Systematic WithdrawalsYes
Fee EqualizationNo
Match Rate100% of first 3% of salary, 50% of next 2% of salary
% Receiving Full Match50%–75%
Max Employer Contribution4%
Financial Education 
   Investing strategiesYes
   Tax/Estate planningYes
   College savingYes
   Credit/Debt mgmtYes
   Retiree health costs/savings optionsYes
Note: Match rates and employer contributions are simplified for reporting purposes and may have other attributes (e.g., caps/limits, tiers, etc.) not listed here.
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