Page 72 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

28 I need more training to understand 12/14/2023 7:01 PM
29 N/A 12/14/2023 6:54 PM

30 not enough info 12/14/2023 6:42 PM
31 Again, I don't know anything about it so I'd guess it's not good. 12/14/2023 6:39 PM
32 need more education on current investments and update 12/14/2023 6:37 PM

33 because I have not seen any informational opportunities 12/14/2023 6:24 PM
34 I haven't been able to attend any sessions yet. 12/14/2023 6:15 PM
35 not enough education offer 12/14/2023 6:09 PM
36 Not much in terms of education as far as I know. 12/14/2023 5:56 PM

37 I feel unequipped to answer these questions, so I selected that I am dissatisfied with the 12/14/2023 5:53 PM
education provided. I don't really have a clear understanding of how deferred compensation
works.
38 There aren't any virtual seminars around the program. We are told to schedule a meeting and 12/14/2023 5:52 PM
the representative always seems to be in a rush and does not provide any valuable input.

39 I never receive any information from the company. 12/14/2023 5:52 PM
40 More educational materials and more formats/ways to access them would be helpful. 12/14/2023 5:47 PM
41 Need more education 12/14/2023 5:46 PM
42 Don't know 12/14/2023 5:36 PM

43 I'd like to see more educational videos or presentations on investing basics, investment types, 12/14/2023 5:31 PM
current market, and how to use the site.
44 Again, no fact-to-face interaction. 12/14/2023 5:30 PM

45 Not been in the county long enough to experience it. 12/14/2023 5:26 PM
46 I don't pay attention to it. 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 have not received any participant education opportunities 12/14/2023 5:23 PM
49 See previous comments 12/14/2023 5:19 PM
50 N/A 12/14/2023 5:19 PM
51 Not much information provided overall. 12/14/2023 5:16 PM

52 haven't really needed to look into that 12/14/2023 5:14 PM
53 Haven't received information about on site consultation with representative. 12/14/2023 5:13 PM
54 More in person options needed 12/13/2023 9:09 AM

55 Prefer 1:1 to address personal situation 12/12/2023 1:56 AM
56 Need to have a rabbi/guide 12/7/2023 12:01 PM
57 There aren't enough educational events 12/4/2023 4:43 PM

58 how to increase the amt deferred 11/30/2023 5:53 PM
59 I don't know anything about it 11/27/2023 6:00 PM
60 A lot more can be offered. 11/27/2023 4:31 PM

61 The notices of change in the mail are good, but would be better if there was a live session to 11/27/2023 4:00 PM
explain such updates as they arise.
62 Participant Education can be easier to understand. In terms of Finance, everyone should be 11/27/2023 3:11 PM

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