Page 93 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

ANSWER CHOICES RESPONSES
Am I saving enough? 56.91% 321

Understanding investment choices 67.20% 379

Learn more about Environmental, Social, and Governance investing (ESG)? 16.67% 94
Online tools and resources 42.73% 241

How the plan works 45.21% 255
Basic rules of investing 47.52% 268

Distribution Options 46.63% 263

Tax strategies for retirees 52.13% 294
Retirement planning 64.18% 362

Other (please specify) 4.79% 27

Total Respondents: 564

# OTHER (PLEASE SPECIFY) DATE
1 I would like to see more analytical tools provided by Empower. 12/20/2023 12:02 PM

2 How to keep my funds out of ESG's 12/17/2023 4:54 PM
3 The County should match the employee or pay more towards our pension. 12/15/2023 5:06 PM
4 how to save more than the Empower system allows, how to make changes to our allocations 12/15/2023 3:30 PM
that the website system hides from participants, even the monthly statements are specifically
showing the allocations, the website is too generalized.
5 actual cost 12/15/2023 11:26 AM

6 none 12/14/2023 10:39 PM
7 Other unique circumstances which are often overlooked 12/14/2023 5:49 PM
8 face-to-face one-on-one appointments 12/14/2023 5:33 PM

9 How to navigate through on-line account and how to interpret available data? 12/14/2023 5:26 PM
10 tax strategies for non retirees 11/28/2023 3:24 PM
11 Roth vs Traditional, Cash-Out Options for College 11/27/2023 2:46 PM

12 WITHDRAWL OF FUNDS 11/27/2023 1:45 AM
13 how to best plan to take social security when a younger working spouse is involved. 11/22/2023 4:34 PM
14 Am I saving enough IN LIGHT OF MY PENSION BENEFIT 11/22/2023 11:34 AM
15 I would be very upset to find out my money was invested using esg 11/22/2023 2:10 AM

16 can I roll an old 401K into this? 11/21/2023 7:09 PM
17 Compare to other investment tools, even those not available to us. 11/21/2023 6:19 PM
18 dividend fund investing for retirement income 11/21/2023 5:28 PM

19 Roth IRA rollovers/conversions 11/21/2023 5:13 PM
20 I have a personal Financial Advisor and don't use Empower advisors 11/21/2023 4:54 PM
21 I would like to know how much the administrative expenses are (outside of each fund's 11/21/2023 4:37 PM
expense ratios).

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