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  2. 2014
  3. June
  4. R
  5. Retirement Survey
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Exit Survey
 
 
Hello:

The retirement committee is in the process of examining our retirement plan. We are evaluating ICMA-RC and other companies in an effort to find the best company to manage the plan.

Your participation in this study is completely voluntary. Your survey responses will be strictly confidential and data from this survey will be reported only in the aggregate. Your information will be coded and will remain confidential.

We need your input! Please take a couple minutes and complete this survey. Please start with the survey now by clicking on the Continue button below.
 
 
 
Are you satisfied with ICMA-RC managing your retirement plan?
 
Yes
 
No
 
 
 
What do you like or dislike about ICMA-RC?
   
 
 
 
How many times have you met in person with a retirement specialist from ICMA-RC?
 
Never
 
Once
 
Twice
 
More than Twice
 
 
 
How do you manage your retirement account?
 
Website
 
Phone conversation with service rep
 
In person
 
I have a personal financial planner
 
 
 
Would you like to switch retirement companies if we can lower costs, expand investment choices, and receive better customer service?
 
Yes
 
No
 
 
 
Please explain If you answered NO to the above question.
   
 
 
 
Are there any benefits, services or options currently provided by ICMA-RC that you would like to be offered by a retirement company if we decide to switch? Are there additional benefits, services or options you would like included in your retirement plan?
   
 
 
 
Please rank your top 5 priorities in order of importance when selecting a retirement company:
Customer Service
Education
Financial Planning
High Returns
Investment Options
Local Office/in-person consultation
Low Costs
Managed Account
Phone Consultation
Telephone/Investment Account Access
 
 
 
During our review the retirement board has identified two types of retirement management companies. The first type is a national company with a local office, however have higher costs. The second type is a national company with no local offices, however the costs would be lower. The lower cost company would require an initial default investment selection, but allow one to select from any funds at their choosing at a higher cost. Assume that both companies provide similar education, customer service, internet access and costs lower than ICMA-RC. Which do you prefer?
 
Retirement management company with a local office and higher costs.
 
Retirement management company with lower costs and no local office.
 
Thank you for completing the Survey!
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