Retirement Planning Survey

We are NOT collecting any personal identifiable information in this survey and ALL information submitted will be kept strictly confidential.

Question Title

* 1. How would you rate your satisfaction with the Union Plus Retirement Site?

Excellent

Good

Fair

Poor

Question Title

* 2. What are your top 3 questions or concerns about retirement planning?

Question Title

* 3. Have you started planning for retirement?

Yes

Question Title

* 4. If you haven't started your retirement planning, please explain why not:

Question Title

* 5. What financial steps have you taken for retirement (check all that apply)?

None

Participate in my employer's pension program (if applicable)

Set aside money in a savings account

Contribute to my 401(K), 403(b) or equivalent

Set up an Individual Retirement Account (IRA)

Purchased Certificates of Deposits (CDs)

Invested in mutual fund(s)

Invested in stocks

Invested in bonds

Other (please specify)

Question Title

* 6. Who have you contacted for retirement financial advice (check all that apply)?

No one

Financial planner

My bank

Insurance agent

Invested myself using Web and other resources

Relatives or friends with financial experience

My union

Other (please specify)

Question Title

* 7. What companies, magazines and/or Web sites have you used to obtain retirement advice?

Question Title

* 8. What suggestions do you have to improve the site?

Question Title

* 9. What do you particularly like about the site?

Question Title

* 10. What is your age range?

Under 17

18-25

26-35

36-45

46-55

56-65

66+

Question Title

* 11. In how many years do you plan to retire?

Next 1-4 years

Next 5-10 years

Next 10-15 years

Next 15-20 years

Next 20-25 years

Over 25 years from now

Don't know