Which of the following best describes your
total annual income, before taxes?
$50,000 to less than $75,000
$75,000 to less than $100,000
$100,000 to less than $200,000
$200,000 to less than $500,000
$500,000 or more
Don't Know/Refuse to answer
Who in your household is primarily responsible for managing your finances and/or investable assets
any workplace retirement savings or the value of any real estate you own?
This might include monitoring balances and investments, reviewing statements, etc.
Please consider all cash, savings, mutual funds, stocks, bonds, and other investments such as workplace retirement savings in accounts like 401(k)'s, 403(b)'s, etc. This might include monitoring balances and investments, reviewing statements, etc.
I am primarily responsible
I share responsibility equally with another member of my household
Someone else in my household is primarily responsible but I have input
I'm not involved with financial decisions
Please choose the statement that best describes you when it comes to financial planning:
I already have a plan in place for saving for retirement
I have begun to put a plan in place for saving for retirement
I know I need to start thinking about planning for retirement
I am not yet ready to think about saving for retirement
I'm saving for retirement but don't have a formal plan yet
I'm more concerned with current issues than the future
Do you currently have or will you have a pension?