Page 87 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

27 general questions re: access to funds 12/14/2023 5:31 PM
28 self directed investment 12/14/2023 5:30 PM

29 questions about the online services 12/14/2023 5:25 PM
30 The representative was not familiar with San Mateo Defer Compensation. 12/14/2023 5:23 PM
31 To understand availability of funds. 12/14/2023 5:22 PM

32 Inquired about my Retirment qualification. What is necessary to start the process, etc. 12/14/2023 5:18 PM
33 find out about loan repayment information 12/14/2023 5:14 PM
34 not available on Fridays 12/12/2023 1:57 AM
35 Wanted to find out what I'm investing in, what is the rate of return, may I add to the amount, 12/7/2023 12:05 PM
may I withdraw when needed, when will I achieve tenure/vested and will any of the above
answers be altered by that time frame

36 review investments 12/3/2023 1:14 AM
37 plan to plan transfer, investment options fees 11/30/2023 12:02 PM
38 buy back of time 11/28/2023 7:15 PM
39 n/a 11/27/2023 7:18 PM

40 I moved funds from another IRA into my current plan plus I transferred funds when I was a 11/27/2023 1:16 PM
temporary to my full time position
41 Locked out of website due to forgetting password. 11/27/2023 1:10 PM

42 Rollover 11/27/2023 11:01 AM
43 To get information about my account when I retire. 11/23/2023 7:15 AM
44 Information on how My Total Retirement works. 11/22/2023 6:02 PM

45 To rollover my previous 401K. 11/22/2023 5:53 PM
46 questions on purchasing service credit 11/22/2023 1:01 PM
47 Find out how to transfer balance into my Schwab account 11/22/2023 12:20 PM

48 reviewed and asking questions 11/22/2023 11:12 AM
49 I had a question about the website 11/22/2023 8:56 AM
50 To get a better understanding of my Empower investments. 11/22/2023 4:57 AM

51 To get professional investment /allocation assistance. 11/21/2023 9:59 PM
52 disbursement 11/21/2023 7:54 PM
53 Go over the Program 11/21/2023 7:24 PM
54 trying to withdraw excess contribution 11/21/2023 7:14 PM

55 Needed information 11/21/2023 6:57 PM
56 Loan against my balance. 11/21/2023 6:39 PM
57 nothing to be amazed about 11/21/2023 6:10 PM

58 informing them that I was divorced 11/21/2023 5:31 PM
59 I had questions about the plan and was redirected 11/21/2023 5:11 PM
60 Review of my investments and if I am on the right track. 11/21/2023 4:50 PM
61 To discuss my progress towards retirement 11/21/2023 4:41 PM

62 Checking on increasing loan possibilities against account 11/21/2023 4:30 PM

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