Page 77 - DCAC Feb 2026 Files
P. 77

County of San Mateo Deferred Compensation Program Participant Survey 2026

                   type of fee until I've terminated employment with them, at which time I then began being
                   charged this fee. I would feel more motivated if the county negotiated this fee to be lower or if
                   the county covered its costs for the duration of my employment.
        203        Detailed explanation of benefits e.g. clear breakdown of tax advantages; A step-by-step guide  1/22/2026 7:02 PM
                   or a tool that helps you determine how much to contribute based on your retirement goals and
                   time horizon can be really helpful; Employer Match & contribution.
        204        I am a retired employee still working in an extra help position.              1/22/2026 1:38 PM

        205        a webinar                                                                     1/22/2026 1:22 PM
        206        Need shariah-compliant (Islamic) investment options                           1/21/2026 7:25 PM
        207        Unknown at this time                                                          1/21/2026 6:48 PM
        208        Webinars hosted by the county would be informative. I am not sure I have seen any  1/21/2026 6:37 PM
                   advertised.
        209        Ability to add funds after retirement                                         1/21/2026 4:46 PM
        210        Ability to continue to contribute to plan on my own despite not being active employee any  1/21/2026 4:01 PM
                   longer
        211        Can I continue to invest in the deferred comp plan or is it strictly only eligible for income  1/21/2026 3:09 PM
                   taxable withdrawals?
        212        I am retired from San Mateo, but returned as a part time, extra help. I would like to still  1/21/2026 2:39 PM
                   contribute

        213        meeting with an advisor                                                       1/21/2026 1:42 PM
        214        Meeting one on one with someone at my worksite                                1/21/2026 1:36 PM
        215        I would like to know my retirement plan regarding to my deferred compensation program.  1/21/2026 1:07 PM
        216        Would love to increase the rate, but everything else is getting so expensive so it's not a good  1/21/2026 12:21 PM
                   time financially.
        217        (not applicable)                                                              1/20/2026 11:03 PM
        218        Not applicable-am retiree                                                     1/20/2026 10:23 PM

        219        At this point, nothing. I retired 14 years ago                                1/20/2026 9:19 PM
        220        A required training video informing employees of the 457(b) plan and how it shapes your  1/20/2026 8:42 PM
                   financial future and plans. Also how to maximize your plan fully

        221        Nothing                                                                       1/20/2026 8:39 PM
        222        not interested in depositing anymore                                          1/20/2026 8:22 PM
        223        It would be nice for Empower to offer more plan varieties for investment on top of the existing  1/20/2026 8:02 PM
                   Mutual Fund lineup.
        224        Yes                                                                           1/20/2026 8:02 PM
        225        Make it easier to navigate your system                                        1/20/2026 7:55 PM

        226        I am no longer an employee and I withdrew all my funds. How do I get off your mailing list?  1/20/2026 6:21 PM
        227        more choices                                                                  1/20/2026 5:19 PM
        228        N/A                                                                           1/20/2026 5:08 PM
        229        Satisfied with current advice                                                 1/20/2026 4:56 PM

        230        NA                                                                            1/20/2026 4:13 PM
        231        Would be better to have a different company manage the money. I lost money in 2024 when  1/20/2026 3:36 PM
                   my other employer accounts gained a lot of money. Empower doesn’t seem to be getting good
                   returns on our investments
        232        ?                                                                             1/20/2026 3:09 PM


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