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The Retirement Fund
1. What changes would you like to see to your Retirement Fund?
Contribution Flexibility
Investment Flexibility
Easier access to information
I want to be able to make ad hoc contributions
More tools to help me plan retirement
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Field is required!
2. Do you have an updated personal retirement plan?
Yes
No
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Field is required!
3. Would you be willing to complete an Investment Risk tolerance questionnaire to help the Benefits Committee establish what type of investment portfolio TIA should have?
Yes
No
Question 8 is required.
Question 8 is required.
4. On your Retirement Fund investment portfolio, what is more important to you?
I just want to understand it
Make it go up, I never want to see a decline in my capital
I do not mind if the value goes up and down just make it grow faster than inflation
I don't mind a bit of up and down value but I'd prefer it to not lose value over 6 to 12 months
Question 9 is required.
Question 9 is required.
5. Should TIA make it compulsory for employees 5 years or less from retirement to have a retirement planning session with a qualified adviser (for free)?
Yes, TIA should provide independent qualified advisers
No, my retirement is my business
Yes, but I should be allowed to opt out if I state in writing that I have already made a plan and I do not need assistance
Question 10 is required.
Question 10 is required.
6. In your opinion, what is the most important feature of a retirement fund?
Cost, do not make me pay more of my contribution to fees than I have to.
Make it simple to understand.
Flexibility, I am happy to pay a bit more of my contribution to fees to have more choice.
Other (please specify)
Question 11 is required.
Question 11 is required.
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Field is required!
Field is required!
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