Page 12 - DCAC Nov 2025 Files

6. If yes, please provide an email address to be contacted by Empower.
___________________________________________________________

7. Which of the following plan resources have you used in the past 12 months?
(Select all that apply)
a. Online account portal (empower.com/sanmateocounty)
b. Mobile app
c. Customer Care Center 833-SMD-PLAN (763-7526)
d. Educational webinars or workshops
e. One-on-one consultations with a representative from Empower
f. I haven’t used any of these

If terminated with an account balance:

8. Did you know you can keep your account balance in the plan and still have access
to local representatives from Empower who can provide you with ongoing
support at no additional cost?
a. Yes
b. No

9. Did you know you may potentially pay lower fees by leaving your money in the
plan instead of rolling it over to an IRA?
c. Yes
d. No

Final optional questions (for everyone):

10. Have you determined what your monthly budget will be when you are
retirement?
a. Yes
b. No

11. (If no to question 9) If no, have you determined what your monthly budget is
now?
a. Yes
b. No