1.Do you currently have student loan debt?

Yes

No

2.What types of student loans do you have? (Select all that apply)

Federal

Private

Parent Plus

Graduate Plus

Consolidated

Other (please specify)

3.What is your approximate total student loan balance?

Under $10,000

$10,000 – $30,000

$30,000 – $60,000

$60,000 – $100,000

Over $100,000

Prefer not to say

4.How much do your monthly student loan payments impact your ability to save or budget?

No impact

Slight impact

Moderate impact

Significant impact

It makes it very difficult to save or manage expenses

5.Are student loans affecting any of the following? (Select all that apply)

My ability to contribute to retirement

My ability to save for emergencies

My mental or emotional well-being

My ability to buy a home

My ability to save for my children’s education

None of the above

6.Have you attempted to enroll in income-driven repayment (IDR) or forgiveness programs?

Yes, I’m enrolled

Yes, but the process was confusing or difficult

No, but I’d like to

No, I was unaware these programs exist

7.If you have children or grandchildren, are you contributing to a 529 college savings plan?

Yes

No

N/a

8.Do you feel that you have adequate savings to cover an unexpected expense? (i.e., job loss, car or home repair)?

Yes

No

I have some savings but not enough

9.If your employer offered a benefit that provided assistance with student loan repayment, or 529 college or Emergency Savings funding, would you be interested in participating?

Yes, significantly

Yes, somewhat

Not Really

10.Which type of benefit would be most valuable to you? (Select all that apply)

Monthly employer student-loan contributions (tax-free)

One-on-one loan Student Loan guidance (IDR, forgiveness, PSLF, repayment strategy)

529 College savings benefit

Help funding your emergency savings

Other (please specify)

11.What additional resources or benefits would improve your financial wellbeing?