This confidential survey will help the deferred compensation team understand your reasons for rolling funds out of the plan and how we might better support participants during retirement transitions.
It takes less than 3 minutes. Your responses are anonymous and will be evaluated by Relational Gravity, an independent research and advisory firm.
About your decision
Describe your decision to roll funds out of the Alameda County Deferred Compensation Plan.
What type of account did you move your funds to? (Select all that apply)
*
IRA at a brokerage firm (e.g., Schwab, Fidelity, Vanguard)
IRA with a financial adviser (e.g., Edward Jones, Ameriprise, Wells Fargo)
IRA at a bank or credit union
Another employer’s retirement plan (401(k), 403(b), 457(b))
Annuity product
Other
Which company or provider received your rollover?
*
Ameriprise
Charles Schwab
Edward Jones
Empower
Fidelity
J.P. Morgan
Merrill Lynch
Morgan Stanley
Nationwide
NFS
Pershing (BNY)
Vanguard
Voya
Wells Fargo
Other
Did a financial adviser help you with the rollover?
*
Yes – They recommended it.
Yes – I asked them to help, but I made the decision on my own.
No – I made the decision on my own, without help.
Did you roll all or just some of your funds out of your Alameda County deferred compensation account?
I rolled all of it out
I rolled some of it out
What were your top reasons for moving money out of the Plan?(Select all that apply)
*
Wanted help managing investments
Preferred another provider (e.g., lower fees, more features)
Wanted to consolidate accounts
Wasn’t aware I could leave money in the Plan
Unhappy with investment options
Wanted guaranteed income (e.g., annuity)
Unhappy with service or communication
Other
Which of the following influenced your decision to roll over your account?(Select all that apply)
*
An outside financial adviser (independent or firm-affiliated)
Someone from Empower or the Alameda County Plan
Spouse, partner, or family member
Information I read or found online
A friend, colleague, or peer
No one – I made the decision independently
Other
How satisfied were you with the Plan before rolling over?
*
Very Satisfied
Satisfied
Neither Satisfied or Dissatisfied
Dissatisfied
Very Dissatisfied
What influenced your satisfaction or dissatisfaction with the Plan?
How satisfied are you with the decision to move your money out of the Plan?
*
Very Satisfied
Satisfied
Neither Satisfied or Dissatisfied
Dissatisfied
Very Dissatisfied
How long had you been separated from County employment when you moved your money out of the Plan?
*
Less than 6 months
6–12 months
1–3 years
More than 3 years
Other
What could the Plan have done differently to encourage you to keep your money in the Plan?
About you
Tell us a little about yourself.
What best describes your employment status?
*
Fully retired, not working
Retired, working part-time
Retired, working full-time
Not retired, working full-time
Not retired, working part-time
Not currently working for other reasons
Other
How would you describe your gender identity?
Man
Woman
Non‐ Binary / Gender Non‐Conforming
Prefer not to answer
Other
Your racial or ethnic background?
African American or Black
Alaska Native
Asian or South Asian
Caucasian or White
Hispanic/Latin
Middle Eastern or North African
Native American
Native Hawaiian or other Pacific Islander
Prefer not to answer
Other
What is your marital status?
Now married
Divorced
Never married
Widowed
Separated
Domestic partnership
Prefer not to answer
Other
What is your age?
Submit
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