Page 95 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

Q31 Is there anything else you would like to share?

Answered: 154 Skipped: 602

# RESPONSES DATE

1 I have several different retirement savings accounts from past jobs. I need help either 12/22/2023 7:27 PM
consolidating them or understanding their collective impact.
2 Just would like to know more about distributio 12/21/2023 11:59 AM

3 none 12/20/2023 6:41 PM
4 Overall the move to Empower and their website is a big step in the right direction for the 12/20/2023 12:03 PM
County. Please add a NASDAQ indexed fund option for better overall returns. Thank you for
providing this survey to provide feedback.
5 No. 12/19/2023 2:35 PM
6 none so far 12/19/2023 8:41 AM

7 no 12/18/2023 6:07 PM
8 No 12/18/2023 4:51 PM
9 Not right now 12/18/2023 4:29 PM

10 nope 12/18/2023 2:53 PM
11 NO 12/18/2023 2:37 PM
12 Thank you for the support 12/18/2023 2:05 PM
13 no 12/18/2023 1:48 PM

14 Individual counseling would be a nice benefit 12/18/2023 1:19 PM
15 I prefer not to share. Thank you. 12/18/2023 12:20 PM
16 no 12/18/2023 5:18 AM

17 I do not want my funds invested in ESG's 12/17/2023 4:54 PM
18 No 12/16/2023 12:55 PM
19 The trainings should be on County time so that people can go to them, if they are not already. 12/15/2023 11:36 PM
20 FIX RETIREE HEALTHCARE!!! After your vested it should be yours and not lost if you don't 12/15/2023 5:08 PM
retire the same day you leave the County. What a joke that the County screws its employees
once again. Get the insurance crap off our open enrollment. Its turned into an insurance
scheme for Alliance to make money selling all types of junk coverages.
21 The new online statements are overly generalized and aren't offering the allocation percentages 12/15/2023 3:32 PM
or balances. The website isn't showing the participant how to transfer funds or reset
allocations. This design has taken away the control from the participant. If this continues, I will
search for a different company to transfer my funds to.
22 no 12/15/2023 2:33 PM

23 Not at this moment 12/15/2023 11:44 AM
24 no 12/15/2023 11:36 AM
25 n/a 12/15/2023 10:06 AM
26 Investor education should emphasize the importance of how high fund expenses effect long 12/15/2023 6:44 AM
term returns.
27 No Thanks! 12/15/2023 12:26 AM

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