BPAS Participant Survey | Sept. 2023

As you know, the last few years have presented some very unusual challenges for all of us (getting through and emerging from the pandemic). Today, we’re taking a “pulse check” to see where you are in your retirement journey so we can develop tools and resources to help you along the way. Would you be willing to answer a few questions to guide us? Results of the survey will be anonymous, so you can be as candid as possible in your answers. Thank you in advance for your assistance!

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* 1. Please indicate your age

18-24

25-34

35-44

45-54

55-64

65+

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* 2. What is your approximate total retirement balance, including your BPAS account and any other accounts? (Example: $192,000)

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* 3. What percent of your income are you contributing to your organization's retirement plan? (e.g., 5%, 10%). Enter 0% if you are not contributing to the plan.

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* 4. I understand my organization’s retirement plan and how it works (1 = Strongly Disagree and 10 = Strongly Agree)

1

5

10

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 5. I am comfortable selecting investments within my account.

1

5

10

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 6. I am confident that I’m financially on track to retire around age 67.

1

5

10

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 7. I have a financial plan and I have control of my finances.

1

5

10

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 8. I understand Social Security and Medicare and how the programs may impact my eventual retirement.

1

5

10

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 9. I have a solid understanding of financial and investment matters.

1

5

10

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 10. I feel good about my current financial situation.

1

5

10

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 11. When you think about the concept of retirement, what actually inspires or motivates you? Select all that apply.

Being able to live life on my own terms - without worrying about finances.

Spending more time with family, children, grandchildren and/or friends

The ability to try something totally new, like a different line of work or consulting (whether it’s on a full-time or part-time basis).

Moving/relocating.

Being able to travel.

Reducing the stress in my life.

The ability to explore hobbies, music, sports, and leisure activities.

Volunteering my time or advocating for causes I believe in.

Other (please specify)

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* 12. Are you familiar with BPAS University?

Yes

No

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* 13. If you answered YES, can you provide feedback on the BPAS University content you find most useful?

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* 14. When it comes to financial planning, what kind of content do you find most valuable and engaging? Select all that apply:

Testimonials and anecdotes from fellow participants.

Interviews or panel discussions.

Educational videos or webinars.

Quizzes/interactive games.

Articles, flyers, or web-based tutorials.

Other (please specify)

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* 15. Please rate your satisfaction with the technology offered by BPAS as it relates to your retirement plan and provide related feedback if necessary:

Poor

Needs improvement

Just OK

Great

Excellent

Poor

Needs improvement

Just OK

Great

Excellent

Other (please specify)

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* 16. What is your approximate average household income?

Less than $50,000

$50,000-$99,000

$100,000-$199,000

$200,000-$299,000

$300,000 and above

I would prefer not to answer.

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* 17. Please share any open comments about your journey to retirement or your experience with BPAS in general.