Page 72 - DCAC Feb 2026 Files
P. 72

County of San Mateo Deferred Compensation Program Participant Survey 2026

        58         To know how much I will be taxed                                              2/5/2026 5:29 PM

        59         N/A                                                                           2/5/2026 5:21 PM
        60         What does 20 years in 457 / deferred comp give me in retirement?              2/5/2026 5:18 PM
        61         I am not sure                                                                 2/5/2026 5:02 PM
        62         not sure                                                                      2/5/2026 4:57 PM

        63         Reassurance that volatility in the American stock market will not erase the investment.  2/5/2026 4:43 PM
        64         A better understanding of the program                                         2/5/2026 4:40 PM
        65         some training about this plan. I have very little knowledge of it.            2/5/2026 4:38 PM

        66         UNDERSTANDING IT                                                              2/5/2026 4:37 PM
        67         better understanding how this works along with the retirement and how to know if the approach  2/5/2026 4:04 PM
                   I am taking is the best

        68         Teams meeting regarding plan information                                      2/5/2026 3:35 PM
        69         The financial stability to be able to contribute more to the plan. Currently I'm stretched pretty  2/5/2026 2:46 PM
                   thin financially.

        70         Maybe I can meet up with an advisor so I can properly make plans              2/5/2026 2:39 PM
        71         Nothing, I'm currently directing my savings to a different vehicle (post-tax stock portfolio)  2/5/2026 2:31 PM
        72         N/A                                                                           2/5/2026 2:26 PM
        73         more information about plan                                                   2/5/2026 2:17 PM

        74         I'm motivated to do so.                                                       2/5/2026 1:56 PM
        75         I am very new to the workforce and still learning how retirement accounts work. Understanding  2/5/2026 1:28 PM
                   the plan, how the contribution works and what happens to it when I retire, what can I do to
                   further improve my retirement funds.
        76         I try and follow a 20% investment into future retirement fund rule. This should set me up for  2/5/2026 1:25 PM
                   success.
        77         matching contributions                                                        2/5/2026 1:12 PM
        78         face reality                                                                  2/5/2026 12:53 PM
        79         just an overview                                                              2/5/2026 12:52 PM

        80         MORE INFORMATION ABOUT THE PLAN AND HOW IT WILL WORK DURING                   2/5/2026 12:51 PM
                   RETIREMENT
        81         Need to attend an informational class                                         2/5/2026 12:48 PM

        82         I didn't receive any information of the 457(b) plan.                          2/5/2026 12:43 PM
        83         I would like to know more information about the plan and how it works. I feel clueless about the  2/5/2026 12:29 PM
                   457(b) plan.

        84         Benefits of having this account in comparison to other accounts and any setbacks if balance  2/5/2026 12:24 PM
                   is used before retirement, taxes paid etc
        85         Meeting w/an Empower agent 2x/year                                            2/5/2026 12:23 PM

        86         I'm not exactly sure. I want to be able to financially support myself now and make  2/5/2026 12:13 PM
                   contributions without struggling to make ends meet. I also want to make sure the contributions
                   I am making will support me during my retirement.

        87         knowing where i stand now, and how I can invest more for retirement           2/5/2026 12:05 PM
        88         more educational tools/trainings                                              2/5/2026 12:03 PM
        89         IN PERSON SESSION WITH INFORMATION AND TIME FOR QUESTIONS                     2/5/2026 12:02 PM




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