Page 71 - DCAC Feb 2026 Files

County of San Mateo Deferred Compensation Program Participant Survey 2026

25 Challenging to piece together how the pension plan, 457(b), and social security will piece 2/9/2026 7:02 PM
together. Some of the assumptions in the reports don't seem realistic.
26 Matching or percentage incentive for contributions made by employees 2/9/2026 5:26 PM
27 Yearly estimates on retirement benefits. 2/9/2026 3:58 PM

28 small ways to save now for later 2/9/2026 3:25 PM
29 don't know 2/9/2026 1:43 PM
30 chat with someone from plan again 2/9/2026 11:59 AM
31 A County match of even a small percentage would be motivating. This is what I had when I 2/9/2026 10:42 AM
worked in a prior County.
32 if i knew I could use it to buy a house 2/9/2026 10:31 AM
33 understand my finances 2/9/2026 1:50 AM

34 information about retirement taxation 2/8/2026 1:16 PM
35 Have a way to take you money in case or emergency and the money always increased a little 2/7/2026 3:35 PM
bit but never down.

36 If the county did a match or if I was paid more so that I could contribute more 2/6/2026 8:04 PM
37 have an in- person date . 2/6/2026 6:46 PM
38 I think an estimate/ sample plan or calculation letter like SSA did- annual update based on the 2/6/2026 6:40 PM
contribution and plans for retirement at age 63 or age 67 etc.
39 in person one-on-one appointment please 2/6/2026 6:29 PM
40 I want to schedule a 1:1 and update my allocations on a call with my husband joining. 2/6/2026 2:15 PM

41 It would help if someone could manage the account for a reasonable fee. I wouldn't know when 2/6/2026 1:31 PM
to move my funds and which entity to choose to maximize my contribution.
42 Emails 2/6/2026 12:46 PM

43 Understanding planning and preparing for the future better 2/6/2026 12:31 PM
44 N/A 2/6/2026 12:19 PM
45 Regular educational webinars to prepare for retirement 2/6/2026 11:24 AM
46 maybe if the county could match part of my contribution 2/6/2026 11:15 AM

47 better information about the plan and what it really is when new employees start 2/6/2026 11:05 AM
48 I plan on contributing, and maxing out, until retirement 2/6/2026 10:36 AM
49 All offerings in the plan should be low-cost index funds with ERs of less than 0.1. It would also 2/6/2026 9:43 AM
be nice to have a stable value fund that has an interest rate of 3%+
50 more online seminars 2/6/2026 9:35 AM
51 To figure out my end date. I'm making my 20 years of service this year and want to figure out 2/6/2026 2:16 AM
how long I have to work to feel comfortable retiring
52 None 2/5/2026 10:16 PM
53 No motivation needed, I've seen the results of over 20 years of investing. How could we 2/5/2026 8:59 PM
convince the younger generation to invest? Perhaps do some participate case studies?
54 N/A 2/5/2026 8:07 PM
55 Not sure 2/5/2026 7:20 PM

56 Creating intentional and disciplined time to ensure that I connect with someone who can assist 2/5/2026 6:37 PM
with the financial planning around this.
57 not sure 2/5/2026 5:43 PM

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