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Rogers Machinery Company, INC Survey

Rogers Machinery Company, INC Financial Awareness Survey
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Greetings,

You are invited to participate in a financial awareness survey. Rogers Machinery Company, Inc. asks that you complete this survey to provide helpful insight that will inform their profit sharing and 401k plans. It will take approximately 15 minutes to complete the questionnaire.

Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Your information will be coded and will remain confidential.

If you have questions at any time about the survey or the procedures, please email them to [email protected]

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
 
* 1. How long have you been employed at Rogers Machinery Company, Inc.?
 
less than 1 year
 
1-3 years
 
4-6 years
 
7-10 years
 
more than 10 years
 
 
 
* In the past, Rogers Machinery Company, Inc. has provided seminars for the purpose of explaining the profit sharing plan. Have you ever attended one of these meetings?
 
Yes
 
No
 
 
 
* Please list how many of these seminars you have attended:
   
 
 
2. On a scale of 1 to 5, please rate your level of confidence in the following items:
(with 1 being least confident and 5 being most confident)
1 2 3 4 5
* That you are currently saving enough into your retirement accounts?
* That you are invested appropriately in your retirement accounts?
* That Social Security will provide a sufficient amount of retirement income?
* In your ability to understand the investments in your retirement accounts?
* In your ability to select and update investments in you retirement accounts?
 
 
3. How satisfied are you with the following:
1 2 3 4 5
* The investment return that you've realized in your retirement accounts?
* The amount of risk you are taking in your retirement accounts?
* The amount of investment advice and support that are available to you?
 
 
 
* 4. What most heavily influences your investment decisions for your retirement accounts?
(Please select all that apply)
 
Market climate
 
Retirement planning
 
Desire for asset growth
 
Length of time until retirement
 
Advice of others
 
Personal expenses
 
Other (please specify)
 

 
 
 
* 5. What deters you from saving more of your income for the purpose of retirement?
(Please select all that apply)
 
My spending habits
 
My personal debt
 
I don't feel well equipped to invest efficiently
 
Saving for retirement is not very important to me
 
I'm satisfied with my current level of investment
 
Other (please specify)
 

 
 
 
* 6. Which method do you use to check your account balance?
 
Voice response
 
Online
 
I have never checked my account balance
 
 
 
* How often do you check your account balance?
 
Daily
 
Weekly
 
Monthly
 
Quarterly
 
Annually
 
Other (please specify)
 
 
 
 
* 7. Do you know how to make changes to your account?
 
Yes
 
No
 
 
 
* 8. Do you understand the tax benefits of saving in a 401k account?
 
Yes
 
No
 
 
 
A 401(k) represents a way to reduce your taxable income since contributions come out of your pay before taxes are withheld; many plans include a matching contribution from your employer; and the money you save benefits from tax-deferred growth, which lets your money compound more quickly than it would if it were taxed yearly.

-From "Guide to your 401k" www.money.cnn.com
 
 
 
* 9. Do you participate in the 401k plan?
 
Yes
 
No
 
 
 
* 10. Do you have any interest in participating in the 401k plan?
 
Yes
 
No
 
 
 
* What is your age?
   
* At what age do you plan to retire?
   
 
 
 
* What would help you feel more prepared for your eventual retirement?