8/12/2019 Retirement Survey Excerpt

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1. To what extent do each of the following describeyou in general. There are no right or wronganswers.

Choose the response that best describes how you

are, feel or act in your daily life NOT how you w ishyou were.

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FOR EACH WORD OR PHRASE.Never Always

1 2 3 4 5 6 7 8 9

I am precise I am efficient I am organized I am orderly

The distant future is toouncertain to plan for I pretty much live on a day-to-day basis The future seems very vagueand uncertain to me I focus on the present muchmore than the future

2. Please indicate the extent that you disagree or agreewith the following statements about yourself.

PLACE AN X IN ONE BOX FOR

EACH WORD OR PHRASE.

Strongly StronglyDisagree Agree

1 2 3 4 5 6 7

Respect for tradition is important to me. I plan for the long term Family heritage is important to me I value a strong link to my past I work hard for success in the future I dont mind giving up todays fun forsuccess in the future Traditional values are important to me Persistence is important to me

. To what extent do each o the ollowing describeyou?

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Seldom UsDescribes DescMe

EACH WORD OR PHRASE 1 2 3 4 5 6 7 8

Impulsive Careless Self-controlled Extravagant Farsighted Responsible Restrained Easily tempted Rational Methodical Enjoy spending A planner

How Would You Describe YourselfscientiousPresent Orientation

Long-termOrientation

Impulsiveness/Control

8/12/2019 Retirement Survey Excerpt

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As you imagined your reti rement and speci fical lyyour circumstances in terms of money andpossessions,..

13. ...how would you describe those images?

PLACE AN X IN ONE BOXFOR EACH WORD OR

PHRASE.

Strongly StronglyDisagree Agree

1 2 3 4 5 6 7 8 9

Clear Detailed Vivid Sharp Well-defined

14. When you imagined your retirement and specificallyyour circumstances in terms of money andpossessions, were the thoughts and images .

1 2 3 4 5 6 7

Negative __ __ __ __ __ __ __ Positive

Bad __ __ __ __ __ __ __ Good

15. As you imagined your retirement and specificallyyour circumstances in terms of money andpossessions, to what extent did you feel thefollowing?

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EACH WORD OR PHRASE.

Not VeryAt Some- MuchAll what Rather So

1 2 3 4

Angry Anxious Challenged Downhearted Fearful Happy Joyful Stimulated Mad Sad

16. Please indicate the extent that you disagree oragree with the following statements about yourself

PLACE AN X IN ONE BOX FOR

EACH WORD OR PHRASE.

Strongly StronDisagree Ag

1 2 3 4 5 6

If I decide to put aside a certain amountof money for retirement, I will be able todo it

Saving enough for retirement will bedifficult for me

If I expend the effort, I will have enoughmoney for a comfortable retirement

Other current financial demands willmake it hard for me to save adequatelyfor retirement

ATTITUDES TOWARD AND PLANNING FORRETIREMENT

How would you describe your current level offinancial planning for retirement?

31. Have you (or your spouse) personally saved anymoney for retirement? Savings cou ld includemoney you put into a plan at work, such as a401(K). Do not inc lude Social Security taxes oremployer-provided money.

1Yes2No

32. Have you (or your spouse) tried to figure outhow much money you w ill need to have saved bythe time you retire so that you can livecomfortably in retirement?

1Yes2No

33. Do you have an investing or savings s trategy foryour retirement?

1Yes

2No34. When it comes to planning and savings for

retirement, would you say that you are .

1A lot ahead of schedule2A little ahead/On track3Behind schedule

35. How confident are you (and your spouse) aboutthe following issues related to retirement? Howconfident are you that.

Vividness ofImagining FinancialFuture

Self-EfficacyFinancial Planning

Future Self Good/Bad

EBRI Retirement Readiness Rating - weighted scor

8/12/2019 Retirement Survey Excerpt

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a. You are doing a good job of preparing

financially for your retirement?

1Very confident2Somewhat confident3Not too/not at all confident

b. You will have enough money to take care ofyour medical expenses when you retire?

1Very confident2Somewhat confident3Not too/not at all confident

ABOUT YOU

The final set of questions are for classificationpurposes only.

36. Do you have dependent chi ldren that is,children for whom you provide all or much oftheir needs?

1 Yes If yes, how many? _____2 No

37. In what year were you born? ___ ___ ___ ___

38. What is the highest level of education you havecompleted?

1 Some high school or less2 Completed high school

3 Some college or technical school5 Completed a bachelors degree

6 Some graduate school

7 Completed a masters degree or beyond

39. Which o f the following best describes your to talannual household income? By household, wemean a family or other persons w ho sharefinances.

1 Less than $10,000

2

$10,000-$14,999

3 $15,000-$24,999

4 $25,000-$34,9995 $35,000-$49,999

6 $50,000-$74,999

7 $75,000-$99,9998 $100,000-$149,999

9 $150,000-$199,999

10 $200,000 or more

Thank youfor your help