PLANSPONSOR - February/March 2018 - 50

2018 Best In Class Plans
Conning Retirement Savings Plan
(Hartford, Connecticut)
>$50mm - $100mm / 100 - 499 Participants / Financial Services
95.0%
ELIGIBILITY:
11.3% DEFAULT DEFERRAL RATE:
Quarterly
Yes
AUTO-ESCALATION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
Immediate
4.0%
22 DEFAULT INVESTMENT: Retail TDF (active)
Opt-out
No
3 years
100% of first 4% of salary
50% - 75%
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
Not applicable
MAX EMPLOYER CONTRIBUTION: 4% or more
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
Empower Retirement
Delta Airlines Family Care Savings Plan
(Atlanta, Georgia)
>$10b / >60,000 Participants / Airlines
86.3%
9.5%
17
Quarterly
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
2 years
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
ELIGIBILITY:
DEFAULT DEFERRAL RATE:
DEFAULT INVESTMENT:
AUTO-ESCALATION:
No SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
100% of first 6% of salary
75% or more
MAX EMPLOYER CONTRIBUTION:
Immediate
6.0%
Custom TDF
Opt-out
Yes
No
9.0%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
Fidelity Investments
Farm Credit Foundations
Defined Contribution/401(k) Plan (St. Paul, Minnesota)
$2.65b / >10,000 Participants / Financial Services
98.0%
ELIGIBILITY:
8.9% DEFAULT DEFERRAL RATE:
16
Quarterly
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
4 years
DEFAULT INVESTMENT:
AUTO-ESCALATION:
No SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
Ford Motor Company - Salaried Employee Plan
(Dearborn, Michigan)
$11.8b / 46,600 Participants / Automotive - Manufacturing, Parts
93.4%
ELIGIBILITY:
10.9% DEFAULT DEFERRAL RATE:
12
Quarterly
Yes
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
3 years
90% of first 5% of salary
85% or more
AUTO-ESCALATION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
Immediate
5.0%
DEFAULT INVESTMENT: Retail TDF (index)
Opt-out
Yes
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
Not applicable
MAX EMPLOYER CONTRIBUTION:
8% - 10%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
Conduent LLC
Halliburton Retirement and Savings Plan
(Houston, Texas)
$4.65b / 24,000 Participants / Oil & Gas, Energy
95.0%
ELIGIBILITY:
7.5%
11
Quarterly
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
2 years
DEFAULT DEFERRAL RATE:
DEFAULT INVESTMENT:
AUTO-ESCALATION:
No SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
100% of first 4% of salary; 50% of next 2%
90% or more
Immediate
6.0%
Custom TDF
Opt-out
Yes
Not applicable
MAX EMPLOYER CONTRIBUTION:
7.0%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
Fidelity Investments
Hexion Inc. Retirement Savings Plan
(Columbus, Ohio)
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
100% of first 6% of salary
75% or more
Immediate
6.0%
Custom TDF
Opt-out
Yes
Not applicable
MAX EMPLOYER CONTRIBUTION:
9.0%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
John Hancock Retirement Plan Services
$380mm / 1,700 Participants / Chemicals
91.0%
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
ELIGIBILITY:
10.0% DEFAULT DEFERRAL RATE:
16
Quarterly
Yes
3 years
100% of first 5% of salary
90% or more
AUTO-ESCALATION:
Immediate
5.0%
DEFAULT INVESTMENT: Retail TDF (index)
Opt-out
No
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
MAX EMPLOYER CONTRIBUTION:
Yes
8% - 12%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
Fidelity Investments
50 PLANSPONSOR.com February-March 2018
http://www.PLANSPONSOR.com
PLANSPONSOR - February/March 2018

Table of Contents for the Digital Edition of PLANSPONSOR - February/March 2018
