Employee Survey
on Retirement Benefits
In an effort to provide you with quality retirement plan benefits, we would like to get your feedback on some aspects of retirement preparation. All of your responses will be confidential.
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About You
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1. What is your gender?
Male
Female
Prefer not to answer
2. To which age group do you belong?
Under 25
25-34
35-44
45-54
55-64
65 or older
Prefer not to answer
3. What is your ethnicity?
White (Not of Hispanic origin) Hispanic
Black/African American
Native American
Pacific Islander
Other:
Prefer not to answer
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Participation
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4. Are you currently participating in the plan?
Yes
No
5. If not, why?
n/a
I feel like I am too young to start thinking about retirement
I can’t afford to contribute toward retirement right now
I have a retirement account somewhere else
I have other financial responsibilities that are more important right now
I think the stock market is too risky
Other:
6. Do you have other accounts or institutions where you are contributing money for retirement?
Yes
No
7. If yes, please select all that apply:
Personal savings account
A retirement account from a previous employer
Individual Retirement Account (IRA) Mutual Funds
Bonds
Other:
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Features
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8. How important is the variety and number of investment options offered to you through the plan?
Very Important
Somewhat Important
Not Too Important
Not Important at all
9. How satisfied are you with the variety and number of investment options offered currently through your plan?
Very satisfied
Somewhat satisfied
Neutral
Somewhat unsatisfied
Very unsatisfied
10. How important are employer matching contributions?
Very Important
Somewhat Important
Not Too Important
Not Important at all
11. How important is loan availability from the plan?
Very Important
Somewhat Important
Not Too Important
Not Important at all
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Resources and topics
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12. If you use or have used online retirement preparation resources, what do you find most helpful?
Articles
Calculators
Videos and tutorials
Social Media conversations
Other:
13. If you make a change to your account which do you prefer?
Online
Telephone
14. Are there retirement preparation topics not listed below that you would like to learn more about?
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15. Please note your level of comfort with the following retirement preparation topics:
Very Comfortable / Somewhat Comfortable / Not Sure / Somewhat Uncomfortable / Very UncomfortableStarting early with retirement prep
Tax deferral
Creating an investment portfolio
Advanced investment strategies
Personal finance (budgeting, etc.)
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