SLO County Pension Trust Active Member survey - April 2023

Question Title

* 1. How familiar are you with your SLO County pension benefit administered by the SLO County Pension Trust (SLOCPT)?

I know a lot about my pension benefit

I am somewhat familiar with my pension benefit

I have heard a little bit about my pension benefit and need to learn more

Not sure

What's a pension?

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* 2. How would you like to be educated about your retirement/pension benefit? (check all that apply)

I know pretty much all I need to know about my pension.

I prefer to read about it and call (or schedule an appointment) with the SLOCPT when I have questions.

I would like to attend live, in-person group presentations (e.g., a "Retirement 101" class).

I would like to attend virtual presentations (e.g., a "Retirement 101" class) on Teams or Zoom.

I would like to see pre-recorded video presentations that I can view anytime (including from home so my spouse/partner can also watch).

Other (please specify)

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* 3. How prepared do you feel for retirement?

Well-prepared - I have good plans and am on-track

Somewhat prepared

Okay, but I really should save more money or I plan on working many more years

Not prepared

Unsure

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* 4. When you think about how you will get income to live on in retirement, do you prefer -

Having money that I have saved with an account that I can take money from when I need it, knowing that I may run out of money before I die. I can manage my finances just fine on my own.

A conventional pension that pays me a set monthly benefit amount (with some COLAs) for my full life no matter how long I live - knowing that a pension like this is probably more expensive to fund during my working years.

Social Security benefits

A mix of all of the above: A conventional pension + Social Security + some sort of savings plan where I have set aside money to supplement my pension and SS benefits.

Other (please specify)

Question Title

* 5. If you have had any contact with the SLOCPT since you were hired, how was your customer service experience?

Very satisfied

Satisfied

Neither satisfied nor dissatisfied

Dissatisfied

Very dissatisfied

NA - I have not needed to contact the Pension Trust

Any comments on customer service at the Pension Trust?

Question Title

* 6. SLOCPT's Member Portal website is named "Member Direct." It allows you to check your contributions balance, years of pension service and to do estimates of your future retirement benefit. Do you use Member Direct or have you heard about it?

Yes! I use Member Direct and have an active login/password set up

I am aware of Member Direct and have tried it, but don't use it at present

I have heard that the SLOCPT has a member portal website, but have not signed up to use it

Nope! Never heard of Member Direct

Question Title

* 7. Are you aware that there is an optional Deferred Compensation Plan that allows you to voluntarily save more money for retirement? It is a defined contribution 457 savings plan administered by Nationwide (similar to 401(k) plans used in the private sector).

Yes

Not sure

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* 8. How old are you? (optional)

30 or younger

30 - 40 years old

40-50 years old

50-60 years old

60 or older

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* 9. How long have you worked for the County (or Courts, APCD, etc.)? (optional)

Less than 5 years

5-10 years

10-15 years

15 years or more

SLO County Pension Trust Active Member survey - April 2023

Question Title

* 1. How familiar are you with your SLO County pension benefit administered by the SLO County Pension Trust (SLOCPT)?

Question Title

* 2. How would you like to be educated about your retirement/pension benefit? (check all that apply)

Question Title

* 3. How prepared do you feel for retirement?

Question Title

* 4. When you think about how you will get income to live on in retirement, do you prefer -

Question Title

* 5. If you have had any contact with the SLOCPT since you were hired, how was your customer service experience?

Question Title

* 6. SLOCPT's Member Portal website is named "Member Direct." It allows you to check your contributions balance, years of pension service and to do estimates of your future retirement benefit. Do you use Member Direct or have you heard about it?

Question Title

* 7. Are you aware that there is an optional Deferred Compensation Plan that allows you to voluntarily save more money for retirement? It is a defined contribution 457 savings plan administered by Nationwide (similar to 401(k) plans used in the private sector).

Question Title

* 8. How old are you? (optional)

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* 9. How long have you worked for the County (or Courts, APCD, etc.)? (optional)

Question Title

* 10. Any comments you'd like to share with the SLOCPT?