Page 68 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

91 Don't really know much about the plan besides investment options. I think Def Comp offers 11/21/2023 6:24 PM
better info than SAMCERA updates. It would be nice to know more about SAMcera

92 maybe i havent fully browsed the website yet but i havent seen much education items 11/21/2023 6:08 PM
93 The dashboards from the statements are not very helpful for non-finance people. 11/21/2023 6:04 PM
94 na 11/21/2023 5:44 PM
95 It would be helpful to see more resources/trainings/1:1 sessions around this topic for 11/21/2023 5:43 PM
beginners.
96 more information needed. 11/21/2023 5:38 PM
97 Some automated alerts would be nice. 11/21/2023 5:28 PM

98 I think there should be more education on the deferred compensation. I went so long after my 11/21/2023 5:28 PM
start date to enroll in this program simply because I didn't know enough about it
99 have not utilize 11/21/2023 5:26 PM

100 I wish it was easier to understand and that there were more videos helping explain options and 11/21/2023 5:25 PM
what benefits there are to the program. It would be nice to have access to a financial planner
101 no information 11/21/2023 5:25 PM

102 I just 11/21/2023 5:17 PM
103 There could be more opportunities to learn about the plan and a slower paced option in 11/21/2023 5:08 PM
understanding "investment" options
104 i don't need them 11/21/2023 5:03 PM

105 Not exciting workshops 11/21/2023 4:59 PM
106 Need better options 11/21/2023 4:57 PM

107 haven't looked into it too much to have an opinion 11/21/2023 4:46 PM
108 when I participate in trainings I normally do not receive additional information from what I 11/21/2023 4:43 PM
already know
109 Not familiar with plan. 11/21/2023 4:42 PM

110 I feel out of touch with options, education -- need some very basic education 11/21/2023 4:29 PM
111 Don't know much about the County's program 11/21/2023 4:17 PM
112 You can't even have clear requirements that are not contradictory when it comes to Schwab 11/21/2023 4:11 PM
accounts. You are obviously misleading employees who are not so savvy with their
investments.
113 Would like the info to be easier to digest 11/21/2023 4:10 PM

114 would like monthly or quarterly updates on how well my investments options performed and 11/21/2023 4:08 PM
info on best overall performance and worst overall performance in that same quarter-if possible
a listing of investment options and their performance. This info might be helpful if I wish to
move my investment to better performing funds.
115 Never attend any because time conflict with work schedule 11/21/2023 4:07 PM
116 I find investment and retirement overwhelming and confusing, and need an easily accessible 11/21/2023 4:06 PM
webpage or two that I can read to wrap my head around everything. I found helpful info when I
was first investing, but still feel a bit lost.
117 Lack of info 11/21/2023 4:05 PM

118 I'm not aware of any edu resources and don't really have that high of a need to use them at the 11/21/2023 4:01 PM
moment
119 Need better investment options. 11/21/2023 4:00 PM

120 Would be very helpful to have education and information throughout the year from the County 11/21/2023 3:59 PM

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