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Retirement Process Summary

1. How clearly were the eligibility criteria for retirement explained to you?
71% Well explained (2805)
23% Adequately explained (923)
2% Poorly explained (65)
0% I didn't ask (1)
3% No answer (134)

 

2. If you qualified for more than one retirement plan, how clearly were the differences between the plans explained to you?
47% Well explained (1864)
23% Adequately explained (887)
2% Poorly explained (74)
0% I didn't ask (3)
28% No Answer (1100)


3. How clearly were the benefit payment options explained to you?
67% Well explained (2646)
26% Adequately explained (1034)
3% Poorly explained (119)
0% I didn't ask (1)
3% No Answer (128)

 

4. If you qualified for BackDROP, how clearly was the BackDROP provision explained to you?
35% Well explained (1372)
17% Adequately explained (680)
4% Poorly explained (144)
0% I didn't ask (6)
44% No Answer (1726)


5. How well did you understand the information in the retirement packet?
77% Easy to understand (3032)
19% Somewhat understandable (739)
3% Confusing (99)
1% No Answer (58)

 

6. How much time did you have to complete the retirement process?

93% Enough time to review materials and return forms (3644)
5% Enough time to return forms by due date only (189)
1% Not enough time - missed my targeted date of retirement (35)
2% No Answer (60)

 

7. How well did you understand the benefit estimates you received with your election form?
84% Easy to understand (3281)
13% Somewhat understandable (508)
2% Confusing (87)
1% No Answer (52)

 

8. Was your benefit payment received when expected?
97% Yes (3793)
2% No (68)
2% No Answer (67)


9. Concerning the various forms you completed, were the instructions clear so you understood:

Yes % No % No Answer %
What forms to return? 97% (3803) 2% (95) 1% (30)
What documentation to attach? 97% (3823) 2% (67) 1% (38)
When to return specific forms? 97% (3824) 2% (72) 1% (32)
Where to return form? 97% (3826) 2% (56) 1% (46)

 

10. Please indicate any contact(s) that provided helpful benefits information (may check more than one).

   
86% Talked to MOSERS staff by telephone or in person (3366)
51% Attended an educational seminar offered by MOSERS (2019)
71% Received printed materials from MOSERS (2775)
33% Viewed MOSERS web site (1307)
41% Contacted human resources staff where I worked (1598)
2% No Answer (88)

Total Count: 3928