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Retirement Financial Planning of Employees in Private Sector Survey
Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.
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1
Do you currently have a retirement savings account?
Select yes if you have a retirement savings account, otherwise select no.
Yes
No
2
On a scale of 1 to 10, how confident are you in your retirement financial plan?
Rate your confidence level from 1 being the lowest to 10 being the highest.
3
What challenges do you face in planning for your retirement?
Please provide details on the challenges you encounter while planning for your retirement.
4
Are you aware of the different retirement investment options available?
Select yes if you are aware of the different investment options for retirement, otherwise select no.
Yes
No
5
How often do you review and update your retirement financial plan?
Indicate the frequency at which you review and make updates to your retirement financial plan.
Annually
Bi-annually
Quarterly
Monthly
Never
6
What sources of information do you rely on for retirement financial planning?
Please select the sources of information you rely on when planning for your retirement.
Financial Advisors
Online Resources
Books/Publications
Colleagues/Friends
Other
7
In your opinion, what is the ideal age to start planning for retirement?
Share your opinion on the ideal age at which individuals should start planning for their retirement.
8
How familiar are you with employer-sponsored retirement plans (e.g., 401(k), IRA)?
Indicate your level of familiarity with employer-sponsored retirement plans.
Very Familiar
Somewhat Familiar
Not Familiar
9
Do you have a specific retirement goal that you are working towards?
Share whether you have a defined retirement goal that you are aiming to achieve.
Yes, I have a specific goal
No, I do not have a specific goal
10
What factors influence your retirement financial planning decisions the most?
Select the factors that have the most influence on your decisions regarding retirement financial planning.
Current Income Level
Future Financial Goals
Risk Tolerance
Family Obligations
Health Considerations
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