Page 84 - DCAC Feb 2026 Files

County of San Mateo Deferred Compensation Program Participant Survey 2026

if there is a match for either accounts?

402 More classes held more often 1/14/2026 1:39 PM
403 better fund-choices! The funds you have now are not great, at all! Add more Vanguard/Fidelity 1/14/2026 1:39 PM
funds and less "Target Date" funds. You used to have an Invesco QQQ Real Estate fund, but
you got rid of that for all of these funky generic funds. Also, add individual stock(s), if possible.
404 Understanding how the new laws apply to the catch-up retirement contributions being required 1/14/2026 1:39 PM
to be moved to an IRA

405 More educational workshops about topics available with the county ie HSA becoming a pseudo 1/14/2026 1:39 PM
retirement account at age 65, benefits of having it when you retire, more about the advantage
of roth vs traditional, sick leave hours as part of health plan when retiring

406 Provide actual facts with clear concise financial information and not assumptions what it could 1/14/2026 1:39 PM
be. Information placed on the website with no explanation have mislead me. Even though I've
asked several times on my one-on-ones and over the phone, I was mislead to believe the total
amount shown on my portal was an accurate amount once retired. It was a waste of time and
very disappointing. Now, I have to wait until retirement age. This is not ideal for me as working
conditions are unbearable due to misconduct from peers and it is at a standstill. No support
given.
407 n/a 1/14/2026 1:38 PM
408 Unsure 1/14/2026 1:38 PM

409 Better reporting based on investment options chosen with possible return percentages. 1/14/2026 1:37 PM
410 I think the County has done an excellent job with the program already 1/14/2026 1:36 PM
411 Nothing 1/14/2026 1:34 PM

412 N/A 1/14/2026 1:34 PM
413 A periodic check in from someone who can keep me in the loop with understanding how the 1/14/2026 1:33 PM
account looks/ works.

414 No 1/14/2026 1:32 PM
415 that the allocation is done correctly 1/14/2026 1:32 PM
416 - Guidance, because I transferred my 401k from my ex-employer and I didn't get no guidance 1/14/2026 1:32 PM
on how this works, what options, they didn't go over what are my plans nothing at all. I only
was told call my employer to do the transfer and since I put I self-manage that is why there
was no conversation.

417 I appreciate the opportunity to have this plan available. I did move my money from prior 1/14/2026 1:32 PM
employer accounts to this one and am working to bring my debt down in order to increase my
contributions. At some point I would like to be on the catch up plan though cannot participate
right now. Am looking to be there by 2027. You do provide information though it may be
beneficial to provide a simple explanation about it. Most people do not know what a 457 (b)
plan is and how it can be a benefit.

418 County match 1/14/2026 1:31 PM
419 I currently participate in our 457(b) plan at a minimum level as I have significant investments 1/14/2026 1:31 PM
from past employment and am close to retirement age.

420 To get more information on my account. 1/14/2026 1:31 PM
421 None 1/14/2026 1:30 PM
422 I am motived because it helps to lower my wage tax and it's an extra retirement account. 1/14/2026 1:30 PM

423 Meeting with a representative 1/14/2026 1:29 PM
424 making sure my investment selection are growing and not at risk/losing money given the 1/14/2026 1:29 PM
current political and economic instability (impact of sanctions, AI bubble, etc.)
425 Salary raise so that there is enough disposable income to cover current expenses. 1/14/2026 1:28 PM

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