Page 100 - DCAC February 2024 Files
P. 100

County of San Mateo Deferred Compensation Program Participant Survey 2023

                   retirement plans.

        140        I would like to have a group onsite meeting so can all have questions answers  11/21/2023 4:01 PM
        141        I know this is not in our control, but changing reps so often is difficult as I have needed to  11/21/2023 3:58 PM
                   restate my goals, situation, questions etc to each new rep.

        142        It would be helpful to be able to roll the county's Plan 4 income at retirement calculations into  11/21/2023 3:58 PM
                   empower retirement's estimator. The website has seemed buggy lately. It gets stuck in a
                   feedback loop, sayng, "An error has occurred. Please contact a Participant Services
                   Representative if the problem persists." The problem persists.
        143        In all honesty, I find the world of retirement planning rather overwhelming and intimidating and  11/21/2023 3:58 PM
                   would appreciate guidance that could make it less so! I know I'm rather far from retirement, but
                   I don't want to put off planning. It would great to start from the basics and gain a thorough
                   understanding of my deferred comp, working my way to the more complex decisions (i.e.,
                   investment options).

        144        This doesn't apply to all users, but would be helpful to get more support for calculating how  11/21/2023 3:56 PM
                   rollovers from cashed out comp time impact the deferred compensation contributions. It is
                   super confusing!

        145        no                                                                            11/21/2023 3:54 PM
        146        no                                                                            11/21/2023 3:54 PM
        147        N/A                                                                           11/21/2023 3:53 PM

        148        N/A                                                                           11/21/2023 3:52 PM
        149        n/a                                                                           11/21/2023 3:50 PM
        150        No                                                                            11/21/2023 3:50 PM
        151        No thank you                                                                  11/21/2023 3:48 PM

        152        I am very happy with the external brokerage (Schwab) option for investing. I would be  11/21/2023 3:46 PM
                   interested in being allowed to keep less than 50% in the empower account.
        153        N/A                                                                           11/21/2023 3:46 PM

        154        I wish I had a clear understanding of how this works or knew who I could contact to have the  11/21/2023 3:45 PM
                   issue resolved, particularly with why it is asking me to enroll in an account online when I am
                   already enrolled in one.




































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