Retirement Training Needs Analysis Question Title * 1. How close are you to retirement? 1 year 2-5 years 6-10 years 11-20 years 20 years or more Question Title * 2. What is your UC retirement savings plan? Alternative Retirement Plan City of Cincinnati Grandfathered 403b (hired prior to 7/1/1977) Ohio Public Employees Retirement System (OPERS) State Teachers Retirement System (STRS) Question Title * 3. Do you have a voluntary, supplemental investment savings plan with UC (403b and/or 457)? 403b 457 I do not have a 403b or 457 Question Title * 4. Do you have supplemental investments with another source such as another employer? Yes No Question Title * 5. UC offers educational programs about retirement. How many have you attended this past year? 0 1 2-5 5-10 More than 10 Question Title * 6. Do you feel prepared for retirement? Yes No Other (please specify) Question Title * 7. What educational opportunities would help you to be better prepared for your retirement? Classes on retirement topics Meeting with retirement advisors Retirement Fair (full day dedicated to retirement topics) Receiving information in print Receiving information via e mail Participating in an event via an app on your phone Other (please specify) Question Title * 8. If retirement education training would be helpful, what time of day should classes be offered? Lunch hour After work 8-11 am 1-4 pm All day fair Other (please specify) Question Title * 9. Would you attend evening sessions if you could bring your spouse or a family member? Yes No Question Title * 10. What is the most convenient place for you to attend training? University Hall (UC Human Resources) East Campus West Campus TUC CECH UCBA Clermont Other (please specify) Question Title * 11. What plan specific topics are of interest to you? 403b 457 OPERS STRS City of Cincinnati Retirement UC Grandfathered Plan Alternative Retirement Plan Other (please specify) Question Title * 12. What financial retirement topics are of interest to you? Estate Planning Financial Planning for Women Financial Planning for Young Savers Social Security Medicare How to become financially secure for retirement Question Title * 13. What holistic topics are of interest to you? Social/lifestyle change Volunteerism in retirement Housing Hobbies Entertainment Part-time employment Staying healthy in retirement Question Title * 14. Do you recognize the "Retirement's Better in the Black" UC logo? Yes No Question Title * 15. How can UC assist you with your retirement planning? Question Title * 16. Please add any other comments that you believe would be helpful to UC when planning the next series of retirement education events. Done