The last 15 months have been a tumultuous time for everyone as a result of the pandemic. Now that we’re in the second quarter of 2021, we wanted to find out what’s on your mind, and how it relates to your financial journey. Please note that your responses will remain anonymous -- they will only be used for aggregate analysis and specific feedback. To share general feedback on your experience as a participant, please complete the Participant Feedback Center survey located in the Resource Center of your online account at u.bpas.com. If you have questions or need assistance with your personal account, please contact the Participant Service Center at 866-401-5272 or request a call here.

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* 1. Are you “on target” for a secure retirement?

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* 2. What keeps you from contributing more to your retirement plan? (check all that apply)

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* 3. Investing your account – What’s your strategy? (check all that apply)

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* 4. On a 1-10 scale, how comfortable are you making investment decisions in your retirement account?

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* 5. Do you have access to an Advisor or Corporate Trustee who services your retirement plan?

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* 6. As it relates to the Advisor or Corporate Trustee who services your retirement plan, what services do you need most from them? (check all that apply)

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* 7. Emergency savings fund. If you had an unexpected life event and had to live off of your savings or an emergency fund for a period of time, how long could you go before you would have to tap other assets?

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* 8. Compared to previous years, how do your feel about the investment marketplace (or stock market) in general?

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* 9. What financial wellness topics would be most interesting to you? (check all that apply, or provide narrative feedback)

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* 10. What types of educational content do you find most valuable? (check all that apply)

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* 11. Where would you most likely view content? (check all that apply)

Tell us about yourself. 
We are looking for participants who might be willing to appear in a Zoom panel discussion as an added feature in BPAS University. If you would be interested in participating, please email education@bpas.com.

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