Page 73 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

talked to like they are 8 years old. Terminology and definitions of items are confusing to follow.

63 I'm not well-read into the education experiences available. I'm likely skimming over the emails. 11/27/2023 2:44 PM
64 I would like more individual opportunities to discuss my deferred comp investments one-on-one 11/27/2023 12:50 PM
with a professional financial advisor

65 Same 11/27/2023 12:12 PM
66 I haven't seen much on a topic I would like which would be simplifying choices 11/27/2023 11:43 AM
67 no comment 11/27/2023 10:41 AM
68 I don't know enough to give it a rating, which means it could probably be better. 11/27/2023 10:33 AM

69 I don't have much knowledge of it 11/27/2023 9:16 AM
70 Not aware of education 11/22/2023 8:56 PM
71 I don't know much about it 11/22/2023 5:56 PM

72 See other comments 11/22/2023 4:41 PM
73 same comment 11/22/2023 4:32 PM
74 I didn't know there were different options for where I can send my Deferred Comp monies? I 11/22/2023 1:37 PM
just thought I picked how much of my paycheck to set aside. Unaware of investment choices
75 interfacing with Empower associates 11/22/2023 1:00 PM
76 I didn't really understand the program and still don't but I signed up anyway because I know I 11/22/2023 11:56 AM
should.
77 I don't believe I participated in 11/22/2023 11:53 AM
78 I do not participate and so cannot comment. 11/22/2023 11:45 AM
79 I'm not really concerned with the participant education aspect. 11/22/2023 11:34 AM

80 I really do not know how you are educating the other participants so I do not have an opinion 11/22/2023 11:05 AM
81 The course offerings are limited. 11/22/2023 11:01 AM
82 There is still a lot I don't understand. 11/22/2023 10:24 AM

83 wish there were more on site workshops to learn more about investing options with San Mateo 11/21/2023 8:28 PM
Deferred Compensation Program
84 When I joined the county there was not a lot of information on Deferred Compensation. I was 11/21/2023 7:53 PM
extra-help, then term, then permanent, so it would've been helpful to understand how each
position type is affected. I never received any education on that and still have two different
compensation programs.
85 Dillon Broderick is terrible and he never called back timely and he missed scheduled trainings. 11/21/2023 7:52 PM
We need a new account rep

86 Prev answer 11/21/2023 7:05 PM
87 Please educate me on where to see what's happenng with my 457 B 11/21/2023 7:05 PM
88 I don't remember the last time i got a related email 11/21/2023 6:29 PM
89 Don't know much about the plan besides investment options SAMCERA also a factor in the 11/21/2023 6:25 PM
not knowing much status
90 Can the vendor add a FAQ? 11/21/2023 6:04 PM
91 na 11/21/2023 5:44 PM

92 Regarding participant education, not sure if we are sent anything regarding this. 11/21/2023 5:40 PM
93 more needed 11/21/2023 5:39 PM
94 same as previous response not enough known about this program 11/21/2023 5:29 PM

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