Retirement Planning Survey
Exit this survey >>
We are NOT collecting any personal identifiable information in this survey and ALL information submitted will be kept strictly confidential.
*
1
. How would you rate your satisfaction with the Union Plus Retirement Site?
How would you rate your satisfaction with the Union Plus Retirement Site?
Excellent
Good
Fair
Poor
2
. What are your top 3 questions or concerns about retirement planning?
What are your top 3 questions or concerns about retirement planning?
1)
2)
3)
*
3
. Have you started planning for retirement?
Have you started planning for retirement?
Yes
No
4
. If you haven't started your retirement planning, please explain why not:
If you haven't started your retirement planning, please explain why not:
*
5
. What financial steps have you taken for retirement (check all that apply)?
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)
*
6
. Who have you contacted for retirement financial advice (check all that apply)?
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)
7
. What companies, magazines and/or Web sites have you used to obtain retirement advice?
What companies, magazines and/or Web sites have you used to obtain retirement advice?
8
. What suggestions do you have to improve the site?
What suggestions do you have to improve the site?
9
. What do you particularly like about the site?
What do you particularly like about the site?
*
10
. What is your age range?
What is your age range?
Under 17
18-25
26-35
36-45
46-55
56-65
66+
*
11
. In how many years do you plan to retire?
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
Javascript is required for this site to function, please enable.