Page 69 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

designated representative. Would also be helpful to have information to verify if we are on
track or not.
121 The semi-annual report that is mailed does not incorporate SAMCERA information so, while 11/21/2023 3:57 PM
the report purports to be a simple, single view, it's completely inaccurate with respect to "how
I'm doing" on my retirement goals.
122 I wasn't aware of educational resources on the deferred plan through Empower, as the 11/21/2023 3:57 PM
management of such plans has changed multiple times during my period of employment, from
Hartford to MassMutual and now to Empower.
123 I think the program administrator should provide some level of education but I think it is mostly 11/21/2023 3:56 PM
up to the participants to proactively get educated.

124 AS previously mentioned I don't believe the resources are being promoted very well 11/21/2023 3:54 PM
125 Again, would love more resources to educate myself about the ins and outs of the program, 11/21/2023 3:53 PM
investment options, etc.

126 not to much 11/21/2023 3:52 PM
127 na 11/21/2023 3:50 PM
128 Because I am neutral - Why must I explain this again? 11/21/2023 3:48 PM

129 Although I know that they exist, I have yet to tap into the resources for additional education 11/21/2023 3:47 PM
about the deferred comp plans.
130 Too confusing. Even after calling and speaking with a representative, I still dont understand my 11/21/2023 3:42 PM
plan.

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