NAPA Net - Polling Places 022616

What's Your Take on Retirement Calculators?

A new research paper not only claims that online retirement planning calculators provide bad results, but that they may actually be undermining retirement plan participation. What’s your take?

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1. Do you recommend/use a retirement planning calculator in your practice?

Yes

Yes, but more than one.

Other (please specify)

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2. If you don't use a retirement calculator in your practice, why?

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3. If you do use one, which retirement calculator(s) do you use?

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4. Is it the same one you use for your own planning?

Yes

It's one of the ones I use

Other (please specify)

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5. Which is your favorite, and why? How did you first come across/discover it?

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6. What concerns, if any, do you have about retirement planning calculators (check all that apply)?

Too complicated

Take too long to complete

Require too much input from users

Don't require enough input from users

Too simplistic

Imbed too many assumptions

Allow users to make unrealistic assumptions

Other (please specify)

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7. Any other comments about retirement calculators, using retirement calculators, the assumptions they make (or require), and/or how they fit in with your practice?

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* 1. Do you recommend/use a retirement planning calculator in your practice?

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* 2. If you don't use a retirement calculator in your practice, why?

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* 3. If you do use one, which retirement calculator(s) do you use?

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* 4. Is it the same one you use for your own planning?

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* 5. Which is your favorite, and why? How did you first come across/discover it?

Question Title

* 6. What concerns, if any, do you have about retirement planning calculators (check all that apply)?

Question Title

* 7. Any other comments about retirement calculators, using retirement calculators, the assumptions they make (or require), and/or how they fit in with your practice?

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* 8. Suggestions for future survey questions?

1. Do you recommend/use a retirement planning calculator in your practice?

2. If you don't use a retirement calculator in your practice, why?

3. If you do use one, which retirement calculator(s) do you use?

4. Is it the same one you use for your own planning?

5. Which is your favorite, and why? How did you first come across/discover it?

6. What concerns, if any, do you have about retirement planning calculators (check all that apply)?

7. Any other comments about retirement calculators, using retirement calculators, the assumptions they make (or require), and/or how they fit in with your practice?

8. Suggestions for future survey questions?