Page 67 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

59 There aren't many educational events 12/4/2023 4:42 PM
60 not clear how to increase my amt 11/30/2023 5:53 PM
61 the phone number that is supposed to be intended for SMC employees, is a call center every 11/30/2023 12:00 PM
time I have called, I get different information. There is a lot of inconsistencies, about the
information they provide. The process of doing a plan-to-plan transfer to the pension is so
confusing and you must deal with different departments who all have different policies.
62 Not sure how to answer 11/29/2023 7:47 PM

63 Need more investing options education 11/29/2023 12:50 PM
64 where do we find the educational resources? 11/28/2023 3:22 PM
65 I don't know anything about it 11/27/2023 6:00 PM

66 A lot more can be offered. 11/27/2023 4:31 PM
67 The retirement readiness amount is somewhat unintentionally deceptive. It assumes what our 11/27/2023 4:00 PM
other sources of retirement will be in its calculations. Would be good to know the amount(s)
based solely on data from the 457 and known-source amounts.
68 Have not taken advantage of the resource 11/27/2023 3:52 PM
69 Planning information is intimidating and confusing. 11/27/2023 3:09 PM

70 I would like more opportunities to meet with a deferred comp financial advisor about my 11/27/2023 12:49 PM
investments
71 Current provider does not provide easy enough access to investment performance, analysis, 11/27/2023 12:16 PM
information. Also, matching and contributions by the County as an employer is far lower than
other employers.
72 Need additional information as to when I can increase deposits. Sometimes hard to find. 11/27/2023 12:12 PM

73 maybe a simple class for how to chose and change choices 11/27/2023 11:42 AM
74 in person meeting scheduled in East Bay 11/27/2023 10:40 AM
75 I don't know enough to give it a rating. 11/27/2023 10:32 AM

76 I don't have much knowledge of it 11/27/2023 9:16 AM
77 Not enough information in this area. 11/23/2023 7:13 AM
78 I was never informed we switched to Fidelity. 11/22/2023 9:53 PM
79 Never used them 11/22/2023 5:56 PM

80 I'm not familiar or had time to take a look at the educational components of what is being 11/22/2023 4:41 PM
shared/discussed, etc.
81 I've not had any impression made on me yet about the program as I'm only six months into my 11/22/2023 4:31 PM
job.
82 communicated with Empower associates and found their assistance uneven 11/22/2023 12:59 PM
83 I don't participate in the education programs and so cannot comment. 11/22/2023 11:44 AM

84 I don't really care about the education portion of the program. 11/22/2023 11:33 AM
85 Offer additional online how to guides. 11/22/2023 11:00 AM
86 There needs to be more programs offered 11/22/2023 10:24 AM

87 I wish there were more information throughout the year regarding investment options and plan 11/22/2023 9:44 AM
options.
88 No info - I guess there is an online app, but I don't think I've used it. 11/21/2023 7:05 PM

89 Need more info and hands on advice on available plans 11/21/2023 7:04 PM
90 need resources available during off times. Mostly they are offered during regular work hours 11/21/2023 6:39 PM

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