Pitney Bowes

Plan namePitney Bowes
LocationStamford, Connecticut
Asset size>$1b
# of participants10,000 or more
Business Category Technology
Participation Rate86.6%
Avg Deferral Rate7.4%
# of Funds Offered15
Investment ReviewAnnually
True-up FeatureYes
Match Vesting Period3 years
EligibilityImmediate
Default Deferral Rate6%
Default InvestmentRetail TDF (Active)
Auto-EscalationYes
Systematic WithdrawalsYes
Fee EqualizationNo
Match Rate51%–99% of first 6% of salary
% Receiving Full Match>90%
Max Employer Contribution6%
Financial Education 
   Saving/BudgetingYes
   Investing strategiesYes
   Tax/Estate planningYes
   College savingYes
   Credit/Debt mgmtYes
   Retiree health costs/savings optionsYes
Recordkeeper:T. Rowe Price
Requalified plan
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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