Page 66 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

27 I need more training to understand 12/14/2023 7:01 PM

28 I absolutely love the SDBA option but I don't like the allocation requirement of $2500 or 50% 12/14/2023 6:54 PM
which ever is greater, should remain in the core fund in Empower. I'd love to invest more in
SDBA and not worry about allocation requirement.

29 I don't know really anything about the plan or if the 457 is "deferred compensation". I'm just 12/14/2023 6:39 PM
trying to save money for retirement.
30 I would like to see more educational classes offer to employees 12/14/2023 6:36 PM

31 I don't think there is enough information distributed about the plan over all, or it is not very well 12/14/2023 6:23 PM
understood
32 I haven't attended any sessions yet. 12/14/2023 6:15 PM
33 Haven't paid attention to the educational aspect 12/14/2023 6:04 PM

34 Not able to give a score since I did not utilize much of this area. 12/14/2023 5:56 PM
35 I have never received much support and when I contacted customer service, I did not get a 12/14/2023 5:55 PM
good response.

36 I don't feel equipped to respond so I answered "neutral" 12/14/2023 5:53 PM
37 There are very few seminars around this category. It seems we are on our own to figure it out. 12/14/2023 5:51 PM
38 More educational materials and different formats will help us make educated decisions. 12/14/2023 5:47 PM

39 Haven't seen (or missed) outreach on the resources side. 12/14/2023 5:46 PM
40 Don't know much about it 12/14/2023 5:36 PM
41 I don't get enough education on this topic. 12/14/2023 5:31 PM

42 I've attended a few presentations. They were rudimentary and not very informative. They 12/14/2023 5:30 PM
ended early instead of using the time better.
43 County programs are virtual or online. No face-to-face meetings, courses, classes, etc. 12/14/2023 5:29 PM

44 would love to see more educational opportunities that are at one's own pace, virtual 12/14/2023 5:28 PM
45 Not been in the county long enough to know. 12/14/2023 5:26 PM
46 I did not receive a lot of information. 12/14/2023 5:24 PM

47 because I don't really use them, but you don't have that option. 12/14/2023 5:24 PM
48 I don't engage with educational resources. 12/14/2023 5:23 PM
49 I don't have clear understanding how it works 12/14/2023 5:23 PM
50 I have not received a single plan update since my employment began 12/14/2023 5:23 PM

51 We need representative on site and customer service is not helpful. When I call the customer 12/14/2023 5:21 PM
service representative was not aware of how San Mateo County plan works.
52 The previous deferred comp representative had generic answers and talked a lot but didn't 12/14/2023 5:19 PM
answer specific questions. STill have not made it to an appointment with our new rep. I'm
looking forward to someone who can answer specific questions instead of general investment
strategy for age group

53 I would have put dissatisfied...but I don't use these resources enough to do an evaluation. I will 12/14/2023 5:19 PM
say that they are confusing and a lot of non-essential information appears on the web pages.
54 I'm not educated enough in this area to give an opinion. 12/14/2023 5:17 PM

55 I paid no attention to this. 12/14/2023 5:12 PM
56 not sure 12/12/2023 1:55 AM
57 Because lacks array of Socially Responsible fund options 12/7/2023 2:14 PM

58 Once again need to have the time and someone who can direct me into the appropriate areas 12/7/2023 12:01 PM

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