p140146 - express employment professionals boomer study … · p140146 - express employment...

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Page 1 P140146 - Express Employment Professionals Boomer Study The Harris Poll Field Period: October 16 - November 6, 2018 Filtered by US respondents 19 Nov 2018 Table 1 Q800. Thinking about your entire career, approximately how many years have you been working? Base: All Qualified Respondents Company prepped Engagement for their Gender Age Employment Status Plan for Retirement Income Level retirement Region At Will Haven’t Late Middle Early Employ- Employ- Self spe- never thought Less Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North- Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X) 1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332 Unweighted Base 1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335 Weighted Base 33 5 29 20 13 1 17 10 6 3 2 4 11 14 16 17 18 15 22 11 12 5 12 4 2% 1% 4% 3% 2% * 2% 5% 2% * 1% 3% 7% 4% 3% 2% 2% 3% 2% 2% 4% 2% 2% 1% B G J JK J Less than 20 years 42 8 34 34 7 1 22 15 5 9 8 - 5 20 27 15 29 13 28 14 12 6 17 7 3% 1% 5% 4% 1% * 2% 7% 2% 1% 6% - 3% 6% 5% 2% 3% 3% 3% 3% 4% 2% 3% 2% B E GI JL JL P 20-24 years 57 23 34 41 12 3 37 10 10 27 5 4 9 11 26 31 33 24 38 19 15 16 16 11 4% 3% 5% 5% 2% 2% 3% 5% 4% 4% 4% 3% 6% 3% 4% 3% 3% 5% 4% 3% 5% 5% 3% 3% E 25-29 years 154 76 78 119 29 6 123 15 16 80 8 7 27 32 55 99 112 42 103 51 29 28 58 39 10% 10% 11% 16% 5% 4% 12% 7% 7% 11% 6% 6% 17% 9% 10% 11% 11% 9% 11% 9% 10% 8% 11% 12% EF KLN 30-34 years 304 159 145 228 70 5 241 24 39 173 29 20 30 53 87 217 229 75 193 111 64 56 123 61 20% 20% 20% 30% 12% 3% 23% 11% 17% 24% 21% 15% 19% 16% 15% 23% 22% 16% 20% 20% 22% 17% 23% 18% EF F H N O R 35-39 years 540 302 237 310 216 14 389 69 81 273 63 36 48 119 218 321 379 160 327 212 89 130 199 122 36% 39% 33% 41% 37% 9% 37% 33% 35% 37% 45% 28% 30% 35% 38% 35% 37% 34% 35% 38% 31% 39% 36% 36% F F LM 40-44 years 232 130 102 11 181 40 154 38 39 121 12 25 18 55 90 142 143 89 143 89 46 48 83 55 15% 17% 14% 1% 31% 25% 15% 18% 17% 17% 9% 19% 11% 16% 16% 15% 14% 19% 15% 16% 16% 14% 15% 16% D D K K 45-49 years 138 81 57 - 49 89 71 31 37 47 12 33 11 35 57 81 82 56 92 46 21 44 37 37 9% 10% 8% - 9% 56% 7% 14% 16% 6% 9% 25% 7% 10% 10% 9% 8% 12% 10% 8% 7% 13% 7% 11% D DE G G JKMN W 50+ years 39.1 40.4 37.8 35.8 41.3 47.8 39.0 38.8 40.3 39.6 38.7 42.0 36.5 38.6 38.8 39.4 39.0 39.5 39.0 39.3 37.9 40.2 38.8 39.8 C D DE G M JKMN U U MEAN 0.2 0.3 0.3 0.3 0.3 0.6 0.2 0.7 0.6 0.2 0.7 0.8 0.8 0.5 0.3 0.3 0.2 0.4 0.3 0.3 0.5 0.5 0.3 0.4 STD. ERR. 8.1 6.8 9.2 6.9 7.4 7.1 7.3 10.8 8.8 6.5 8.2 9.2 9.9 9.4 9.0 7.5 7.7 8.9 8.3 7.7 9.0 8.5 7.7 7.5 STD. DEV. 40 40 40 38 43 50 40 40 40 40 40 42 39 40 40 40 40 40 40 40 40 40 40 40 MEDIAN 1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% Sigma _______________________________________________________________________________________________________________ Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/X Overlap formulae used. * small base

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Page 1: P140146 - Express Employment Professionals Boomer Study … · P140146 - Express Employment Professionals Boomer Study Page 2 The Harris Poll Field Period: October 16 - November 6,

Page 1P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 1Q800. Thinking about your entire career, approximately how many years have you been working?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

33 5 29 20 13 1 17 10 6 3 2 4 11 14 16 17 18 15 22 11 12 5 12 42% 1% 4% 3% 2% * 2% 5% 2% * 1% 3% 7% 4% 3% 2% 2% 3% 2% 2% 4% 2% 2% 1%

B G J JK J

Less than 20 years

42 8 34 34 7 1 22 15 5 9 8 - 5 20 27 15 29 13 28 14 12 6 17 73% 1% 5% 4% 1% * 2% 7% 2% 1% 6% - 3% 6% 5% 2% 3% 3% 3% 3% 4% 2% 3% 2%

B E GI JL JL P

20-24 years

57 23 34 41 12 3 37 10 10 27 5 4 9 11 26 31 33 24 38 19 15 16 16 114% 3% 5% 5% 2% 2% 3% 5% 4% 4% 4% 3% 6% 3% 4% 3% 3% 5% 4% 3% 5% 5% 3% 3%

E

25-29 years

154 76 78 119 29 6 123 15 16 80 8 7 27 32 55 99 112 42 103 51 29 28 58 3910% 10% 11% 16% 5% 4% 12% 7% 7% 11% 6% 6% 17% 9% 10% 11% 11% 9% 11% 9% 10% 8% 11% 12%

EF KLN

30-34 years

304 159 145 228 70 5 241 24 39 173 29 20 30 53 87 217 229 75 193 111 64 56 123 6120% 20% 20% 30% 12% 3% 23% 11% 17% 24% 21% 15% 19% 16% 15% 23% 22% 16% 20% 20% 22% 17% 23% 18%

EF F H N O R

35-39 years

540 302 237 310 216 14 389 69 81 273 63 36 48 119 218 321 379 160 327 212 89 130 199 12236% 39% 33% 41% 37% 9% 37% 33% 35% 37% 45% 28% 30% 35% 38% 35% 37% 34% 35% 38% 31% 39% 36% 36%

F F LM

40-44 years

232 130 102 11 181 40 154 38 39 121 12 25 18 55 90 142 143 89 143 89 46 48 83 5515% 17% 14% 1% 31% 25% 15% 18% 17% 17% 9% 19% 11% 16% 16% 15% 14% 19% 15% 16% 16% 14% 15% 16%

D D K K

45-49 years

138 81 57 - 49 89 71 31 37 47 12 33 11 35 57 81 82 56 92 46 21 44 37 379% 10% 8% - 9% 56% 7% 14% 16% 6% 9% 25% 7% 10% 10% 9% 8% 12% 10% 8% 7% 13% 7% 11%

D DE G G JKMN W

50+ years

39.1 40.4 37.8 35.8 41.3 47.8 39.0 38.8 40.3 39.6 38.7 42.0 36.5 38.6 38.8 39.4 39.0 39.5 39.0 39.3 37.9 40.2 38.8 39.8C D DE G M JKMN U U

MEAN

0.2 0.3 0.3 0.3 0.3 0.6 0.2 0.7 0.6 0.2 0.7 0.8 0.8 0.5 0.3 0.3 0.2 0.4 0.3 0.3 0.5 0.5 0.3 0.4STD. ERR.8.1 6.8 9.2 6.9 7.4 7.1 7.3 10.8 8.8 6.5 8.2 9.2 9.9 9.4 9.0 7.5 7.7 8.9 8.3 7.7 9.0 8.5 7.7 7.5STD. DEV.40 40 40 38 43 50 40 40 40 40 40 42 39 40 40 40 40 40 40 40 40 40 40 40MEDIAN

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

Page 2: P140146 - Express Employment Professionals Boomer Study … · P140146 - Express Employment Professionals Boomer Study Page 2 The Harris Poll Field Period: October 16 - November 6,

Page 2P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 2Q801. And, how many different employers have you worked for over the course of your career?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

62 32 30 38 20 4 43 3 16 34 3 2 14 10 19 43 44 17 39 22 18 9 21 134% 4% 4% 5% 3% 3% 4% 2% 7% 5% 2% 2% 9% 3% 3% 5% 4% 4% 4% 4% 6% 3% 4% 4%

H KLN

1

141 86 55 76 37 28 101 11 28 68 12 15 16 29 41 100 102 39 99 42 30 36 59 169% 11% 8% 10% 6% 18% 10% 5% 12% 9% 9% 12% 10% 8% 7% 11% 10% 8% 10% 8% 10% 11% 11% 5%

DE H O X X X

2

199 101 98 107 80 12 142 31 26 102 13 11 26 48 61 138 137 62 134 65 49 48 58 4513% 13% 14% 14% 14% 8% 13% 15% 11% 14% 9% 9% 16% 14% 11% 15% 13% 13% 14% 12% 17% 14% 11% 14%

O W

3

168 92 76 89 61 18 134 18 17 87 11 9 20 42 59 109 125 44 108 60 34 39 63 3211% 12% 11% 12% 11% 11% 13% 8% 7% 12% 8% 7% 12% 12% 10% 12% 12% 9% 11% 11% 12% 12% 12% 10%

4

202 113 89 103 82 18 147 24 31 91 13 27 17 53 82 120 142 60 129 72 32 46 78 4513% 14% 12% 13% 14% 11% 14% 11% 13% 12% 9% 21% 11% 16% 14% 13% 14% 13% 14% 13% 11% 14% 14% 14%

JK

5

340 154 186 155 147 38 234 58 48 176 35 25 33 72 130 211 230 110 187 154 58 84 124 7523% 20% 26% 20% 25% 24% 22% 27% 21% 24% 25% 19% 21% 21% 22% 23% 22% 23% 20% 28% 20% 25% 23% 22%

B S

6-8

196 105 91 99 75 22 128 36 32 96 23 18 16 43 88 108 129 67 123 73 36 33 76 5213% 13% 13% 13% 13% 14% 12% 17% 14% 13% 17% 14% 10% 13% 15% 12% 13% 14% 13% 13% 13% 10% 14% 15%

9-10

192 101 91 98 76 18 127 31 35 80 29 22 18 42 98 94 117 75 127 65 31 38 67 5613% 13% 13% 13% 13% 11% 12% 14% 15% 11% 21% 17% 11% 13% 17% 10% 11% 16% 13% 12% 11% 11% 12% 17%

JN P

More than 10

7.0 6.9 7.1 6.9 7.0 7.0 6.9 7.5 6.9 6.6 8.4 8.7 6.5 6.8 7.8 6.5 6.6 7.8 6.9 7.0 6.6 6.4 7.0 7.7JMN JN P Q V

MEAN

0.2 0.2 0.2 0.2 0.2 0.5 0.2 0.4 0.3 0.2 0.6 0.8 0.5 0.3 0.3 0.2 0.2 0.3 0.2 0.2 0.4 0.3 0.3 0.3STD. ERR.6.2 6.1 6.2 6.5 5.6 6.4 6.5 5.4 5.4 5.4 6.9 9.5 6.6 5.3 6.8 5.7 5.4 7.5 6.4 5.7 6.7 5.4 6.4 5.9STD. DEV.

5 5 6 5 6 5 5 6 5 5 7 5 5 5 6 5 5 6 5 6 5 5 5 6MEDIAN1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

Page 3: P140146 - Express Employment Professionals Boomer Study … · P140146 - Express Employment Professionals Boomer Study Page 2 The Harris Poll Field Period: October 16 - November 6,

Page 3P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 3Q805. And, approximately how long have you worked in your current job? If less than a year, please enter 0

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

325 147 178 179 110 36 205 80 40 144 39 27 41 73 162 162 207 118 211 114 56 67 122 8022% 19% 25% 23% 19% 23% 19% 38% 17% 20% 28% 21% 26% 22% 28% 18% 20% 25% 22% 21% 20% 20% 22% 24%

B GI P

Less than 5 years

267 147 119 127 119 21 164 48 54 106 32 25 27 76 121 145 190 77 167 99 51 49 96 7118% 19% 17% 17% 21% 13% 16% 22% 23% 14% 23% 19% 17% 23% 21% 16% 19% 16% 18% 18% 18% 15% 18% 21%

G J J P

5-9 years

282 139 143 139 121 22 205 41 36 153 23 16 33 56 107 176 197 86 188 95 48 61 113 6019% 18% 20% 18% 21% 14% 19% 20% 15% 21% 17% 13% 21% 17% 19% 19% 19% 18% 20% 17% 17% 18% 21% 18%

10-14 years

158 67 91 83 59 16 117 18 23 82 9 14 13 39 77 81 97 60 88 70 30 35 63 2911% 9% 13% 11% 10% 10% 11% 9% 10% 11% 6% 11% 8% 12% 13% 9% 9% 13% 9% 13% 10% 11% 12% 9%

B P

15-19 years

149 90 59 84 52 13 114 12 23 81 13 9 17 29 41 109 106 44 92 57 37 31 58 2410% 11% 8% 11% 9% 8% 11% 6% 10% 11% 9% 7% 10% 9% 7% 12% 10% 9% 10% 10% 13% 9% 11% 7%

O

20-24 years

120 73 47 75 37 8 97 5 17 68 8 14 7 22 28 91 86 34 74 45 24 36 33 278% 9% 7% 10% 6% 5% 9% 2% 7% 9% 6% 11% 5% 7% 5% 10% 8% 7% 8% 8% 8% 11% 6% 8%

H O

25-29 years

200 121 78 78 81 41 151 8 40 98 15 23 21 42 40 159 144 56 126 73 41 54 61 4413% 15% 11% 10% 14% 26% 14% 4% 17% 13% 11% 18% 13% 12% 7% 17% 14% 12% 13% 13% 14% 16% 11% 13%

C DE H H O

30 years or more

14.6 15.7 13.5 13.9 14.6 18.2 15.6 9.1 15.4 15.4 12.8 16.0 13.4 13.8 11.5 16.6 14.9 14.0 14.6 14.8 15.5 16.1 13.8 13.7C DE H H K O WX

MEAN

0.3 0.4 0.4 0.4 0.5 1.2 0.4 0.6 0.8 0.4 0.9 1.1 0.9 0.6 0.4 0.4 0.4 0.5 0.4 0.5 0.7 0.7 0.5 0.6STD. ERR.11.4 12.0 10.6 10.5 11.1 15.5 11.5 8.6 12.1 11.1 11.1 12.7 11.3 11.6 9.7 12.0 11.3 11.8 11.6 11.1 11.8 12.4 10.8 10.9STD. DEV.

12 13 12 12 12 14 13 7 12 13 9 13 10 10 10 14 12 12 12 12 13 14 12 10MEDIAN1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

Page 4: P140146 - Express Employment Professionals Boomer Study … · P140146 - Express Employment Professionals Boomer Study Page 2 The Harris Poll Field Period: October 16 - November 6,

Page 4P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 4Q810. How many times has the following happened to you over the course of your career? If it has never happened, then please enter 0.

SUMMARY OF MEANS

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

3.1 3.0 3.3 3.3 3.1 2.7 3.1 3.6 3.0 3.2 3.9 3.3 2.5 2.9 3.2 3.1 3.1 3.3 2.9 3.5 2.2 2.8 3.2 4.2MN S U U UVW

Quit a job

0.9 1.1 0.8 0.9 0.9 1.1 1.0 0.9 0.8 0.8 1.1 0.8 0.8 1.2 1.1 0.8 0.9 1.0 0.9 1.0 0.8 1.1 0.9 0.9C J

Laid off from a job

0.4 0.4 0.3 0.4 0.4 0.4 0.4 0.5 0.4 0.3 0.6 0.5 0.4 0.4 0.5 0.3 0.3 0.5 0.4 0.4 0.4 0.3 0.4 0.5J P Q

Fired from a job

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

Page 5: P140146 - Express Employment Professionals Boomer Study … · P140146 - Express Employment Professionals Boomer Study Page 2 The Harris Poll Field Period: October 16 - November 6,

Page 5P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 5Q810. How many times has the following happened to you over the course of your career? If it has never happened, then please

enter 0

1. Fired from a job

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1123 581 542 571 432 121 805 144 174 572 91 92 117 251 405 718 792 332 716 407 214 257 414 23875% 74% 76% 75% 75% 76% 76% 68% 75% 78% 65% 71% 73% 74% 70% 78% 77% 70% 76% 74% 75% 77% 76% 71%

H K O R

0

254 126 128 133 99 23 171 49 35 106 32 25 33 59 107 147 168 87 155 99 52 56 87 5917% 16% 18% 17% 17% 14% 16% 23% 15% 14% 23% 20% 20% 17% 19% 16% 16% 18% 16% 18% 18% 17% 16% 17%

J

1

85 53 32 42 34 9 53 12 21 37 8 10 6 24 45 41 47 38 53 32 14 13 31 276% 7% 4% 5% 6% 6% 5% 5% 9% 5% 6% 7% 4% 7% 8% 4% 5% 8% 6% 6% 5% 4% 6% 8%

P Q

2

27 14 13 12 11 5 19 6 3 16 5 * 3 3 12 15 13 14 14 13 6 2 10 92% 2% 2% 2% 2% 3% 2% 3% 1% 2% 4% * 2% 1% 2% 2% 1% 3% 2% 2% 2% 1% 2% 3%

3

2 2 - 2 - - 2 - - 1 2 - - - 2 - 1 2 2 - - - 1 2* * - * - - * - - * 1% - - - * - * * * - - - * 1%

J

4

7 6 2 4 2 1 4 2 1 1 1 2 1 2 5 2 5 3 6 2 1 3 3 1* 1% * 1% * 1% * 1% 1% * 1% 2% * 1% 1% * * 1% 1% * * 1% * *

J

5+

0.4 0.4 0.3 0.4 0.4 0.4 0.4 0.5 0.4 0.3 0.6 0.5 0.4 0.4 0.5 0.3 0.3 0.5 0.4 0.4 0.4 0.3 0.4 0.5J P Q

MEAN

* * * * * 0.1 * 0.1 0.1 * 0.1 0.1 0.1 * * * * * * * * 0.1 * *STD. ERR.0.8 0.9 0.7 0.8 0.9 0.9 0.8 0.8 0.9 0.7 1.0 1.1 0.7 0.9 1.0 0.7 0.8 0.9 0.8 0.8 0.8 0.9 0.8 0.9STD. DEV.

- - - - - - - - - - - - - - - - - - - - - - - -MEDIAN1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

Page 6: P140146 - Express Employment Professionals Boomer Study … · P140146 - Express Employment Professionals Boomer Study Page 2 The Harris Poll Field Period: October 16 - November 6,

Page 6P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 6Q810. How many times has the following happened to you over the course of your career? If it has never happened, then please

enter 0

2. Laid off from a job

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

819 413 406 431 313 75 573 110 136 425 69 74 92 160 270 549 595 224 518 301 162 159 326 17255% 53% 57% 56% 54% 47% 54% 52% 58% 58% 50% 57% 57% 47% 47% 59% 58% 47% 55% 54% 56% 48% 60% 51%

N O R VX

0

392 196 195 199 146 47 280 62 50 178 36 33 41 104 168 224 237 155 240 152 79 103 121 9026% 25% 27% 26% 25% 30% 27% 29% 21% 24% 26% 25% 26% 31% 29% 24% 23% 33% 25% 27% 27% 31% 22% 27%

Q W

1

157 90 67 68 68 21 105 24 28 83 16 8 15 34 70 87 103 54 107 50 30 35 51 4110% 11% 9% 9% 12% 13% 10% 11% 12% 11% 11% 6% 10% 10% 12% 9% 10% 11% 11% 9% 10% 10% 9% 12%

2

63 40 22 30 27 6 49 7 7 23 8 7 6 18 35 27 42 20 43 20 8 14 25 164% 5% 3% 4% 5% 3% 5% 3% 3% 3% 6% 6% 4% 5% 6% 3% 4% 4% 5% 4% 3% 4% 5% 5%

P

3

17 5 11 11 5 1 12 4 1 4 4 3 3 3 11 6 13 4 10 7 1 7 7 11% 1% 2% 1% 1% 1% 1% 2% * 1% 3% 2% 2% 1% 2% 1% 1% 1% 1% 1% * 2% 1% *

J

4

53 38 15 25 19 9 36 6 11 20 6 4 2 20 22 31 34 19 30 23 8 15 16 154% 5% 2% 3% 3% 6% 3% 3% 5% 3% 4% 3% 1% 6% 4% 3% 3% 4% 3% 4% 3% 4% 3% 4%

C J

5+

0.9 1.1 0.8 0.9 0.9 1.1 1.0 0.9 0.8 0.8 1.1 0.8 0.8 1.2 1.1 0.8 0.9 1.0 0.9 1.0 0.8 1.1 0.9 0.9C J

MEAN

* 0.1 * 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 * 0.1 0.1 0.1 0.1 0.1STD. ERR.1.9 2.3 1.3 2.1 1.6 1.8 2.0 1.5 1.4 1.8 1.7 1.3 1.4 2.4 1.6 2.0 1.9 1.8 1.5 2.4 1.8 2.4 1.8 1.3STD. DEV.

- - - - - 1 - - - - 1 - - 1 1 - - 1 - - - 1 - -MEDIAN1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 7P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 7Q810. How many times has the following happened to you over the course of your career? If it has never happened, then please

enter 0

3. Quit a job

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

323 171 152 163 122 37 209 45 69 137 30 27 45 84 131 192 214 109 217 106 78 61 137 4722% 22% 21% 21% 21% 23% 20% 21% 29% 19% 22% 21% 28% 25% 23% 21% 21% 23% 23% 19% 27% 18% 25% 14%

G J VX X

0

272 155 117 132 91 48 204 35 33 127 18 22 37 68 103 169 190 82 186 86 60 72 82 5818% 20% 16% 17% 16% 30% 19% 16% 14% 17% 13% 17% 23% 20% 18% 18% 19% 17% 20% 15% 21% 22% 15% 17%

DE

1

254 135 119 128 107 19 182 37 35 134 19 20 22 59 96 158 180 74 173 81 61 61 83 4917% 17% 17% 17% 19% 12% 17% 17% 15% 18% 14% 16% 14% 17% 17% 17% 18% 16% 18% 15% 21% 18% 15% 15%

2

186 90 97 100 71 16 134 22 30 105 17 15 18 30 63 124 130 56 114 72 35 43 64 4512% 11% 13% 13% 12% 10% 13% 10% 13% 14% 12% 12% 11% 9% 11% 13% 13% 12% 12% 13% 12% 13% 12% 13%

N

3

117 63 54 53 54 9 86 21 10 53 4 17 11 31 40 77 80 37 65 52 15 36 44 228% 8% 8% 7% 9% 6% 8% 10% 4% 7% 3% 13% 7% 9% 7% 8% 8% 8% 7% 9% 5% 11% 8% 7%

K K U

4

348 169 179 187 132 29 240 52 56 177 51 28 26 66 143 205 232 116 192 156 38 60 136 11423% 22% 25% 24% 23% 18% 23% 25% 24% 24% 36% 22% 17% 19% 25% 22% 23% 24% 20% 28% 13% 18% 25% 34%

JLMN S U UVW

5+

3.1 3.0 3.3 3.3 3.1 2.7 3.1 3.6 3.0 3.2 3.9 3.3 2.5 2.9 3.2 3.1 3.1 3.3 2.9 3.5 2.2 2.8 3.2 4.2MN S U U UVW

MEAN

0.1 0.1 0.1 0.1 0.1 0.3 0.1 0.3 0.2 0.1 0.4 0.3 0.3 0.2 0.1 0.1 0.1 0.2 0.1 0.2 0.1 0.2 0.2 0.2STD. ERR.3.6 3.4 3.9 3.8 3.4 3.6 3.5 4.3 3.7 3.5 4.4 3.8 3.3 3.6 3.9 3.5 3.5 3.9 3.6 3.7 2.5 2.8 3.8 4.4STD. DEV.

2 2 2 2 2 1 2 2 2 2 3 2 1 2 2 2 2 2 2 3 2 2 2 3MEDIAN1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 8P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 8Q815. Which of the following, if any, applies to you in your current job? Please select all that apply.

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1025 547 478 540 380 105 793 112 120 564 89 97 88 187 329 696 1025 - 671 354 189 231 376 23068% 70% 67% 71% 66% 67% 75% 53% 52% 77% 64% 75% 55% 55% 57% 75% 100% - 71% 64% 66% 69% 69% 69%

HI KMN MN O R T

ANY LISTED (NET)

658 359 298 353 243 61 531 65 61 388 46 52 49 123 185 473 658 - 426 232 117 153 236 15244% 46% 42% 46% 42% 39% 50% 31% 26% 53% 33% 40% 30% 36% 32% 51% 64% - 45% 42% 41% 46% 43% 45%

HI KLMN O R

I stay on top of the changes to work processes at my organization, and how they affect my role

503 263 240 267 190 46 416 54 33 309 39 49 35 71 142 361 503 - 356 147 85 107 197 11434% 34% 33% 35% 33% 29% 39% 25% 14% 42% 28% 38% 22% 21% 25% 39% 49% - 38% 27% 30% 32% 36% 34%

HI I KMN MN O R T

I have a "backup" when I am out or on vacation

430 232 198 240 158 32 358 40 32 250 32 38 36 73 125 305 430 - 281 149 61 101 178 9129% 30% 28% 31% 27% 20% 34% 19% 14% 34% 23% 30% 23% 22% 22% 33% 42% - 30% 27% 21% 30% 33% 27%

F HI KMN O R U U

I cross-train my coworkers on what I do

333 210 123 184 108 41 268 21 44 200 26 38 18 51 79 254 333 - 204 129 59 82 106 8622% 27% 17% 24% 19% 26% 25% 10% 19% 27% 18% 30% 11% 15% 14% 27% 33% - 22% 23% 21% 25% 19% 26%

C H H MN MN O R

I am a mentor to someone

270 156 114 151 93 26 215 21 34 155 21 30 23 40 67 202 270 - 195 75 41 55 97 7618% 20% 16% 20% 16% 16% 20% 10% 14% 21% 15% 23% 14% 12% 12% 22% 26% - 21% 14% 14% 16% 18% 23%

H N N O R T U

I have or have had a mentor

256 130 126 148 90 19 220 13 23 155 17 17 23 44 59 198 256 - 183 74 50 51 97 5917% 17% 18% 19% 16% 12% 21% 6% 10% 21% 12% 13% 14% 13% 10% 21% 25% - 19% 13% 17% 15% 18% 18%

HI KN O R T

I participate in activity groups/committees (e.g., employee resource groups, affinity groups, diversity groups)

166 109 57 92 55 19 137 8 20 104 16 11 10 25 33 133 166 - 103 63 27 31 65 4311% 14% 8% 12% 9% 12% 13% 4% 9% 14% 12% 9% 7% 7% 6% 14% 16% - 11% 11% 9% 9% 12% 13%

C H MN O R

I lead workshops/seminars

475 236 238 224 198 53 262 100 113 169 50 32 71 152 247 228 - 475 275 199 98 101 170 10532% 30% 33% 29% 34% 33% 25% 47% 48% 23% 36% 25% 45% 45% 43% 25% - 100% 29% 36% 34% 31% 31% 31%

G G J JL JL P Q S

None of these

3091 1697 1394 1659 1135 297 2408 322 361 1730 247 268 266 579 938 2153 2616 475 2022 1069 538 681 1146 726206% 217% 195% 217% 197% 187% 228% 151% 155% 236% 178% 207% 166% 171% 163% 233% 255% 100% 214% 193% 187% 205% 210% 217%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 9Q816. Which of the following groups of people are your employers likely to hire? Please select all that apply.

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

975 528 447 499 377 99 726 137 112 507 93 86 100 188 364 611 719 256 643 332 172 224 364 21565% 67% 62% 65% 65% 63% 69% 65% 48% 69% 67% 67% 63% 55% 63% 66% 70% 54% 68% 60% 60% 67% 67% 64%

I I N N R T

ANY LISTED (NET)

834 463 371 428 321 84 634 113 86 442 76 76 78 160 299 535 625 209 563 270 133 200 314 18756% 59% 52% 56% 56% 53% 60% 53% 37% 60% 55% 59% 49% 47% 52% 58% 61% 44% 59% 49% 46% 60% 58% 56%

C I I MN R T U U U

Veterans

510 243 267 262 191 58 342 96 72 248 48 52 59 102 219 291 362 148 336 174 83 120 187 12034% 31% 37% 34% 33% 36% 32% 45% 31% 34% 35% 40% 37% 30% 38% 31% 35% 31% 36% 31% 29% 36% 34% 36%

B GI P

Retirees

414 226 188 224 148 42 313 48 52 214 39 45 39 76 140 274 305 109 261 153 79 100 124 11028% 29% 26% 29% 26% 26% 30% 23% 22% 29% 28% 35% 25% 23% 24% 30% 30% 23% 28% 28% 28% 30% 23% 33%

N R W

Immigrants

214 118 96 130 62 22 157 27 30 117 18 24 23 33 75 139 165 49 130 84 42 37 77 5714% 15% 13% 17% 11% 14% 15% 13% 13% 16% 13% 18% 14% 10% 13% 15% 16% 10% 14% 15% 15% 11% 14% 17%

E N N R

Expats (i.e., a person temporarily residing in a country other than their native country)

122 67 55 86 31 5 89 13 20 64 9 12 24 15 47 75 90 32 82 40 23 32 39 278% 9% 8% 11% 5% 3% 8% 6% 9% 9% 6% 9% 15% 4% 8% 8% 9% 7% 9% 7% 8% 10% 7% 8%

EF N KN

Ex-cons

525 256 269 265 201 59 329 75 121 226 45 43 60 151 212 313 307 219 304 221 115 109 181 12035% 33% 38% 35% 35% 37% 31% 35% 52% 31% 33% 33% 37% 45% 37% 34% 30% 46% 32% 40% 40% 33% 33% 36%

GH JK Q S

None of these

2619 1373 1245 1395 954 269 1865 372 382 1311 235 253 283 537 992 1626 1854 765 1676 943 476 598 922 622175% 175% 174% 183% 165% 170% 177% 175% 164% 179% 169% 195% 177% 159% 172% 176% 181% 161% 177% 170% 166% 180% 169% 186%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 10P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 10Q820. Which of the following, if any, are current challenges for you in the workplace? Please select all that apply.

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1274 686 588 649 497 129 922 165 187 661 123 113 122 254 475 799 918 356 809 465 239 284 459 29285% 88% 82% 85% 86% 81% 87% 78% 80% 90% 89% 87% 77% 75% 83% 86% 90% 75% 85% 84% 83% 85% 84% 87%

C HI MN MN N R

ANY (NET)

612 313 299 329 237 46 499 50 64 352 69 42 34 114 224 388 473 139 384 228 115 131 218 14741% 40% 42% 43% 41% 29% 47% 23% 27% 48% 50% 32% 21% 34% 39% 42% 46% 29% 41% 41% 40% 39% 40% 44%

F F HI LMN LMN M R

Planning for retirement

539 317 222 243 224 72 387 53 99 303 41 60 46 89 163 376 413 126 356 183 97 121 188 13236% 40% 31% 32% 39% 46% 37% 25% 42% 41% 29% 46% 29% 26% 28% 41% 40% 26% 38% 33% 34% 36% 35% 40%

C D D H H KMN KMN O R

Keeping up with new technology

495 246 248 277 170 48 335 70 90 244 62 37 38 114 194 301 320 175 294 201 91 122 175 10633% 31% 35% 36% 29% 30% 32% 33% 39% 33% 45% 28% 24% 34% 34% 33% 31% 37% 31% 36% 32% 37% 32% 32%

E JLM

Keeping myself motivated

482 256 226 262 180 40 356 56 70 251 54 37 57 83 168 314 371 111 286 196 90 99 169 12432% 33% 32% 34% 31% 26% 34% 26% 30% 34% 39% 28% 35% 25% 29% 34% 36% 23% 30% 36% 31% 30% 31% 37%

N N N R

Maintaining work/life balance (e.g., balancing caregiving responsibilities for adults, children)

265 153 112 152 92 21 203 29 33 145 28 21 28 44 89 176 218 47 177 88 48 59 103 5418% 20% 16% 20% 16% 13% 19% 14% 14% 20% 20% 16% 17% 13% 15% 19% 21% 10% 19% 16% 17% 18% 19% 16%

N R

Figuring out how to work with younger employees

260 170 90 138 94 28 212 20 28 162 21 17 24 36 65 195 234 27 173 87 43 61 99 5717% 22% 13% 18% 16% 18% 20% 10% 12% 22% 15% 13% 15% 11% 11% 21% 23% 6% 18% 16% 15% 18% 18% 17%

C HI N O R

Figuring out ways to share my knowledge with others at my company

65 27 38 31 21 13 40 11 13 29 5 4 11 16 31 34 39 26 43 22 15 10 25 154% 3% 5% 4% 4% 8% 4% 5% 6% 4% 4% 3% 7% 5% 5% 4% 4% 5% 5% 4% 5% 3% 5% 5%

Other (please specify)

226 98 128 115 81 29 133 47 46 72 16 16 37 84 101 125 107 119 138 88 48 49 86 4315% 12% 18% 15% 14% 19% 13% 22% 20% 10% 11% 13% 23% 25% 17% 14% 10% 25% 15% 16% 17% 15% 16% 13%

B G G JK JKL Q

Not sure

2945 1582 1363 1548 1098 298 2165 337 443 1558 296 235 276 580 1034 1910 2175 770 1851 1094 547 653 1065 679196% 202% 190% 203% 190% 189% 205% 159% 190% 213% 213% 181% 173% 171% 180% 207% 212% 162% 195% 198% 190% 196% 195% 203%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 11Q825. Which of the following best describes your plan for retirement? Please select one response.

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

733 442 292 386 296 51 585 82 66 733 - - - - 196 537 564 169 497 236 139 173 242 17949% 56% 41% 51% 51% 32% 56% 38% 28% 100% - - - - 34% 58% 55% 36% 53% 43% 48% 52% 44% 54%

C F F HI KLMN O R T W

I plan to retire at a specificage (please specify theage)

139 58 81 90 38 10 92 21 26 - 139 - - - 85 54 89 50 72 67 25 15 70 309% 7% 11% 12% 7% 6% 9% 10% 11% - 100% - - - 15% 6% 9% 11% 8% 12% 9% 4% 13% 9%

B E JLMN P S V

I will never be able toretire

130 68 61 44 54 31 72 13 45 - - 130 - - 50 80 97 32 75 54 18 25 49 379% 9% 9% 6% 9% 20% 7% 6% 19% - - 100% - - 9% 9% 9% 7% 8% 10% 6% 8% 9% 11%

D DE GH JKMN

I don’t plan to ever retire

160 72 88 82 60 17 90 27 43 - - - 160 - 67 92 88 71 91 69 34 25 66 3411% 9% 12% 11% 10% 11% 9% 13% 18% - - - 100% - 12% 10% 9% 15% 10% 12% 12% 8% 12% 10%

G JKLN Q

I haven’t thought about it

339 144 195 161 129 49 215 70 54 - - - - 339 178 161 187 152 211 127 71 94 119 5423% 18% 27% 21% 22% 31% 20% 33% 23% - - - - 100% 31% 17% 18% 32% 22% 23% 25% 28% 22% 16%

B D G JKLM P Q X X

I honestly don’t know

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 12P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 12Q825. Which of the following best describes your plan for retirement? Please select one response.

Base: Specified an age

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

707 396 311 352 307 48 557 80 70 707 - - - - 254 453 530 177 481 226 137 151 253 166Unweighted Base733 442 292 386 296 51** 585 82* 66* 733 -** -** -** -** 196 537 564 169 497 236 139* 173 242 179Weighted Base

17 12 6 17 - - 15 2 1 17 - - - - 4 14 13 4 12 5 3 4 6 52% 3% 2% 5% - - 3% 2% 2% 2% - - - - 2% 3% 2% 2% 2% 2% 2% 2% 2% 3%

E

54-59

221 134 87 163 59 - 181 23 17 221 - - - - 45 176 171 50 156 65 50 41 75 5530% 30% 30% 42% 20% - 31% 28% 25% 30% - - - - 23% 33% 30% 29% 31% 28% 36% 24% 31% 31%

E O

60-64

350 200 151 168 182 1 281 39 30 350 - - - - 105 245 266 85 222 129 59 90 111 9148% 45% 52% 44% 61% 2% 48% 48% 45% 48% - - - - 54% 46% 47% 50% 45% 55% 42% 52% 46% 50%

D S

65-69

122 83 40 33 51 38 89 17 16 122 - - - - 37 85 95 27 90 32 25 28 42 2817% 19% 14% 9% 17% 74% 15% 21% 24% 17% - - - - 19% 16% 17% 16% 18% 14% 18% 16% 17% 15%

D

70-74

22 13 9 4 5 13 19 1 3 22 - - - - 5 17 19 4 18 4 3 10 8 13% 3% 3% 1% 2% 25% 3% 1% 4% 3% - - - - 3% 3% 3% 2% 4% 2% 2% 6% 3% 1%

X

75+

65.5 65.6 65.5 64.1 66.3 71.9 65.5 65.6 65.9 65.5 - - - - 65.9 65.4 65.6 65.5 65.6 65.5 65.6 66.1 65.4 65.2D

MEAN

0.1 0.2 0.2 0.2 0.2 0.3 0.2 0.4 0.5 0.1 - - - - 0.2 0.2 0.2 0.3 0.2 0.2 0.3 0.3 0.2 0.3STD. ERR.3.8 3.9 3.6 3.6 2.8 2.3 3.8 3.6 4.2 3.8 - - - - 3.6 3.9 3.9 3.5 4.0 3.4 3.7 4.0 3.9 3.6STD. DEV.65 65 65 65 66 71 65 65 66 65 - - - - 66 65 65 65 65 65 65 66 65 65MEDIAN

733 442 292 386 296 51 585 82 66 733 - - - - 196 537 564 169 497 236 139 173 242 179100% 100% 100% 100% 100% 100% 100% 100% 100% 100% - - - - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 13P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 13Q830. Is the age at which you plan to retire sooner or later than you originally anticipated?

Base: Provided an Age At Which They Plan To Retire

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

707 396 311 352 307 48 557 80 70 707 - - - - 254 453 530 177 481 226 137 151 253 166Unweighted Base733 442 292 386 296 51** 585 82* 66* 733 -** -** -** -** 196 537 564 169 497 236 139* 173 242 179Weighted Base

69 31 38 42 24 4 57 8 4 69 - - - - 11 58 56 13 52 17 17 12 20 209% 7% 13% 11% 8% 7% 10% 10% 6% 9% - - - - 6% 11% 10% 8% 11% 7% 12% 7% 8% 11%

B

Sooner than I anticipated

419 264 155 226 168 25 321 55 43 419 - - - - 106 312 310 108 284 135 85 96 139 9957% 60% 53% 58% 57% 49% 55% 67% 65% 57% - - - - 54% 58% 55% 64% 57% 57% 61% 55% 58% 55%

The exact age that Ianticipated

245 147 98 118 104 23 207 19 19 245 - - - - 78 167 197 48 162 84 37 65 82 6133% 33% 34% 31% 35% 44% 35% 23% 29% 33% - - - - 40% 31% 35% 28% 32% 35% 27% 38% 34% 34%

P

Later than I anticipated

733 442 292 386 296 51 585 82 66 733 - - - - 196 537 564 169 497 236 139 173 242 179100% 100% 100% 100% 100% 100% 100% 100% 100% 100% - - - - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 14P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 14Q817. For which of the following reasons are you planning to retire later than you originally anticipated? Please select all that apply.

Base: Retirement Later Than Anticipated

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

233 131 102 108 103 22 197 19 17 233 - - - - 93 140 179 54 158 75 31 56 88 58Unweighted Base245 147* 98* 118* 104* 23** 207 19** 19** 245 -** -** -** -** 78* 167 197 48* 162 84* 37** 65* 82* 61*Weighted Base

118 66 52 61 41 15 94 11 13 118 - - - - 47 71 88 30 81 37 13 31 50 2448% 45% 53% 52% 40% 68% 45% 61% 68% 48% - - - - 61% 42% 45% 63% 50% 44% 35% 48% 61% 40%

P X

I haven’t saved enough tocover the lifestyle I want tohave

117 74 43 48 57 12 98 8 12 117 - - - - 32 85 93 24 78 39 24 29 36 2948% 50% 44% 41% 54% 54% 47% 40% 60% 48% - - - - 41% 51% 47% 49% 48% 47% 64% 44% 43% 48%

I’d like to continueworking for a few moreyears

88 47 40 46 35 7 77 8 2 88 - - - - 27 61 74 14 60 28 9 17 36 2536% 32% 41% 39% 34% 30% 37% 45% 10% 36% - - - - 34% 36% 37% 30% 37% 33% 25% 26% 44% 41%

Rising healthcare costs

33 11 22 16 16 2 27 5 1 33 - - - - 17 16 26 7 19 14 7 10 10 613% 7% 23% 13% 15% 8% 13% 24% 5% 13% - - - - 22% 10% 13% 15% 12% 16% 19% 16% 12% 10%

B P

Unexpected expenses formyself (e.g., surgery,divorce)

31 24 7 15 12 4 23 4 4 31 - - - - 13 19 25 7 21 10 1 12 12 713% 16% 7% 12% 12% 20% 11% 22% 22% 13% - - - - 16% 11% 12% 15% 13% 12% 2% 19% 14% 11%

Unexpected expenses fromcaring for another person(e.g. parents, children,spouse, etc.) Pleasespecify which person:

8 8 - - 5 3 6 2 1 8 - - - - - 8 7 1 8 * 2 2 3 13% 5% - - 5% 14% 3% 9% 4% 3% - - - - - 5% 4% 2% 5% * 5% 3% 3% 2%

I want to help mentor mysuccessors

30 20 10 15 13 2 26 2 2 30 - - - - 6 24 26 4 21 8 4 5 5 1512% 14% 10% 13% 12% 9% 12% 10% 9% 12% - - - - 7% 14% 13% 8% 13% 10% 11% 8% 6% 25%

VW

Other (please specify)

425 250 175 200 179 46 351 39 35 425 - - - - 142 283 338 87 288 136 59 107 150 108173% 170% 178% 169% 171% 203% 169% 211% 179% 173% - - - - 181% 170% 171% 182% 179% 163% 159% 164% 184% 178%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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19 Nov 2018Table 15Q818. Why are you planning to retire sooner than you originally anticipated? Please select all that apply.

Base: Retirement Sooner Than Anticipated

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

66 26 40 41 23 2 50 9 7 66 - - - - 20 46 49 17 47 19 13 15 22 16Unweighted Base69* 31** 38** 42** 24** 4** 57* 8** 4** 69* -** -** -** -** 11** 58* 56* 13** 52* 17** 17** 12** 20** 20**Weighted Base

47 26 21 28 19 1 39 5 3 47 - - - - 6 42 38 9 37 10 16 4 13 1568% 83% 56% 66% 79% 22% 68% 65% 74% 68% - - - - 51% 71% 67% 72% 71% 59% 90% 32% 62% 76%

I saved enough moneyand I’m ready

29 13 16 22 7 - 27 1 1 29 - - - - 6 24 26 3 21 8 3 1 12 1342% 43% 41% 53% 29% - 47% 15% 25% 42% - - - - 49% 41% 47% 20% 41% 45% 18% 10% 59% 64%

I’m ready to do somethingdifferent

12 2 10 7 2 3 9 3 - 12 - - - - 2 10 11 1 10 2 1 7 3 117% 7% 25% 17% 6% 78% 16% 34% - 17% - - - - 19% 16% 19% 6% 18% 12% 4% 56% 14% 7%

My own physical condition

9 2 7 5 4 - 5 4 * 9 - - - - 2 7 8 * 5 4 3 2 2 313% 7% 17% 11% 18% - 8% 43% 11% 13% - - - - 19% 12% 15% 3% 10% 21% 16% 16% 8% 13%

Unexpectedly need to carefor another person (e.g.parents, children, spouse,etc.) Please specify whichperson:

3 3 1 - 3 - 3 1 - 3 - - - - - 3 3 - 3 - 2 - - 25% 8% 2% - 14% - 4% 10% - 5% - - - - - 6% 6% - 6% - 10% - - 8%

I am confident that mysuccessor is ready to takemy place

1 1 1 1 1 - 1 - - 1 - - - - - 1 1 - 1 1 - - 1 -2% 2% 2% 2% 3% - 2% - - 2% - - - - - 2% 2% - 1% 4% - - 7% -

I was offered an earlyretirement package

* - * * - - - * - * - - - - * - * - * - - - * -1% - 1% 1% - - - 5% - 1% - - - - 4% - 1% - 1% - - - 2% -

My skills are no longerrelevant

5 2 3 2 3 - 5 - - 5 - - - - - 5 4 1 5 - 1 - 2 27% 7% 8% 4% 13% - 9% - - 7% - - - - - 9% 8% 6% 10% - 7% - 9% 9%

Other (please specify)

107 49 58 65 38 4 89 14 4 107 - - - - 16 91 93 14 83 24 25 14 33 36154% 158% 151% 155% 162% 100% 154% 172% 109% 154% - - - - 142% 156% 165% 107% 158% 141% 146% 114% 161% 178%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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19 Nov 2018Table 16Q827. Do you believe the government should change the official retirement age?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

746 395 351 408 270 68 521 107 117 387 79 59 68 152 313 433 527 219 489 257 147 154 295 15050% 50% 49% 53% 47% 43% 49% 51% 50% 53% 57% 46% 43% 45% 54% 47% 51% 46% 52% 46% 51% 46% 54% 45%

E MN P X

YES (NET)

429 199 230 265 142 22 313 71 45 227 45 15 37 105 210 219 291 138 283 145 78 98 178 7529% 25% 32% 35% 25% 14% 30% 34% 19% 31% 32% 11% 23% 31% 36% 24% 28% 29% 30% 26% 27% 30% 33% 22%

B EF F I I L L L L P X

Yes, the retirement age should be younger

134 99 35 53 54 26 94 12 28 76 10 22 10 15 26 108 99 35 88 46 31 20 51 319% 13% 5% 7% 9% 17% 9% 6% 12% 10% 7% 17% 6% 4% 4% 12% 10% 7% 9% 8% 11% 6% 9% 9%

C DE N KMN O

Yes, the retirement age should be older

183 97 86 90 74 19 115 24 45 83 25 22 21 32 77 106 137 46 118 65 38 35 66 4412% 12% 12% 12% 13% 12% 11% 11% 19% 11% 18% 17% 13% 9% 13% 11% 13% 10% 12% 12% 13% 11% 12% 13%

G N

Yes, there should be no limit on age for retirement

535 297 238 234 232 69 389 72 74 260 39 51 65 121 184 351 359 176 326 209 103 130 171 13036% 38% 33% 31% 40% 43% 37% 34% 32% 35% 28% 39% 40% 36% 32% 38% 35% 37% 34% 38% 36% 39% 31% 39%

D D O

No, the retirement ageshould stay the same

219 92 127 122 76 21 144 33 42 86 21 20 27 65 79 140 139 80 132 87 37 48 80 5515% 12% 18% 16% 13% 14% 14% 16% 18% 12% 15% 15% 17% 19% 14% 15% 14% 17% 14% 16% 13% 15% 15% 16%

B J

Not sure

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 17Q828. You mentioned that the official retirement age should be younger. What do you think the official age should be?

Base: Retirement Age Should Be Younger

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

438 182 256 276 149 13 325 65 48 235 45 15 43 100 252 186 301 137 289 149 83 87 192 76Unweighted Base429 199 230 265 142* 22** 313 71* 45* 227 45** 15** 37* 105* 210 219 291 138* 283 145* 78* 98* 178 75*Weighted Base

1 1 - 1 - - - 1 - - 1 - - - 1 - 1 - 1 - - - 1 -* * - * - - - 1% - - 1% - - - * - * - * - - - * -

Younger than 50

12 9 3 7 * 5 9 3 * 7 1 - 1 3 3 9 7 5 6 6 1 1 4 73% 4% 1% 2% * 22% 3% 4% 1% 3% 2% - 4% 3% 2% 4% 2% 4% 2% 4% 1% 1% 2% 9%

W

50-54

44 21 23 37 7 - 31 7 6 16 5 4 5 15 24 20 29 15 28 16 6 11 21 610% 11% 10% 14% 5% - 10% 10% 13% 7% 10% 24% 14% 14% 11% 9% 10% 11% 10% 11% 8% 11% 12% 8%

E

55-59

372 169 204 220 134 17 273 61 38 204 38 11 31 88 182 190 254 118 248 124 71 86 152 6387% 85% 89% 83% 95% 78% 87% 85% 86% 90% 86% 76% 83% 84% 87% 87% 87% 86% 88% 85% 91% 88% 86% 83%

D

60-65 (NET)

141 60 82 101 37 3 102 26 13 72 21 4 12 33 69 72 103 39 95 47 23 26 69 2233% 30% 36% 38% 26% 16% 33% 36% 30% 32% 46% 24% 33% 31% 33% 33% 35% 28% 33% 32% 30% 27% 39% 30%

E

60

2 - 2 - 2 - - - 2 - - - - 2 2 - - 2 2 - - 2 - -* - 1% - 1% - - - 4% - - - - 2% 1% - - 1% 1% - - 2% - -

G

61

144 73 71 80 52 12 106 23 14 85 10 7 11 30 78 66 87 57 102 41 24 42 52 2734% 37% 31% 30% 37% 55% 34% 33% 32% 38% 22% 46% 30% 29% 37% 30% 30% 41% 36% 28% 31% 43% 29% 36%

62

25 9 17 14 11 - 18 4 3 12 2 - 5 6 11 15 18 7 12 13 5 5 12 46% 4% 7% 5% 8% - 6% 6% 8% 5% 5% - 13% 6% 5% 7% 6% 5% 4% 9% 6% 5% 7% 6%

63

12 4 8 3 8 1 7 4 1 8 2 - - 2 2 10 9 3 10 1 5 2 3 23% 2% 3% 1% 5% 5% 2% 5% 2% 3% 4% - - 2% 1% 5% 3% 2% 4% 1% 6% 2% 2% 3%

D

64

48 23 25 23 25 1 40 4 5 26 4 1 2 15 21 27 38 11 27 21 15 10 17 711% 12% 11% 9% 17% 2% 13% 5% 11% 11% 8% 7% 7% 14% 10% 12% 13% 8% 10% 15% 19% 10% 9% 9%

D

65

60.8 60.7 61.0 60.4 61.8 60.1 61.0 60.2 61.0 61.1 60.0 60.3 60.4 60.7 60.7 60.9 60.8 60.8 60.8 60.9 61.6 61.1 60.5 60.5D W

MEAN

0.1 0.3 0.2 0.2 0.2 1.0 0.2 0.5 0.4 0.2 0.7 0.8 0.5 0.3 0.2 0.2 0.2 0.2 0.2 0.2 0.3 0.3 0.2 0.4STD. ERR.3.1 3.5 2.8 3.4 2.3 3.5 2.9 4.3 2.7 2.6 4.8 3.0 3.2 3.2 3.3 3.0 3.3 2.7 3.2 2.9 2.6 2.6 3.5 3.3STD. DEV.62 62 62 60 62 62 62 60 62 62 60 62 60 62 62 62 62 62 62 62 62 62 60 62MEDIAN

429 199 230 265 142 22 313 71 45 227 45 15 37 105 210 219 291 138 283 145 78 98 178 75100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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19 Nov 2018Table 18Q829. You mentioned that the official retirement age should be older. What do you think the official age should be?

Base: Retirement Age Should be Older

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

140 100 40 52 58 30 93 14 33 74 12 21 14 19 36 104 100 40 91 49 34 22 53 31Unweighted Base134 99* 35** 53* 54* 26** 94* 12** 28** 76* 10** 22** 10** 15** 26** 108* 99* 35** 88* 46* 31** 20** 51* 31**Weighted Base

62 40 22 24 27 11 42 10 10 38 3 11 3 6 14 48 42 20 40 22 18 11 19 1346% 40% 62% 44% 50% 42% 44% 81% 36% 49% 33% 52% 26% 43% 55% 44% 42% 57% 45% 47% 58% 54% 37% 42%

67-69

66 54 13 24 27 15 49 2 16 35 6 11 7 9 11 55 53 13 46 20 11 9 31 1549% 54% 36% 46% 49% 57% 52% 15% 57% 45% 55% 48% 67% 57% 43% 51% 54% 37% 52% 44% 36% 46% 61% 46%

70-74

4 3 1 3 * * 3 * 1 3 * - 1 - 1 3 3 1 1 3 1 - 1 33% 3% 2% 6% 1% 1% 3% 4% 4% 4% 3% - 7% - 3% 3% 3% 3% 1% 7% 2% - 1% 8%

75-79

2 2 - 2 - - 1 - 1 1 1 - - - - 2 1 1 1 1 1 - - 12% 2% - 4% - - 1% - 3% 1% 9% - - - - 2% 1% 3% 1% 2% 3% - - 3%

80+

69.3 69.5 68.6 69.6 69.0 69.2 69.3 68.2 69.9 69.2 70.3 68.9 69.8 69.1 68.9 69.4 69.4 69.2 69.2 69.6 69.3 68.8 69.2 69.8MEAN

0.2 0.2 0.2 0.4 0.2 0.2 0.2 0.5 0.4 0.2 1.0 0.2 0.5 0.3 0.3 0.2 0.2 0.4 0.2 0.3 0.4 0.3 0.2 0.5STD. ERR.2.1 2.2 1.6 2.9 1.3 1.2 1.9 1.9 2.4 2.1 3.6 1.1 2.0 1.5 1.7 2.1 1.9 2.5 1.8 2.4 2.5 1.2 1.4 2.9STD. DEV.70 70 68 70 70 70 70 68 70 70 70 69 70 70 68 70 70 68 70 70 68 69 70 70MEDIAN

134 99 35 53 54 26 94 12 28 76 10 22 10 15 26 108 99 35 88 46 31 20 51 31100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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19 Nov 2018Table 19Q840. Which of the following words or phrases would you use to describe how you currently feel at your job? Please select all that apply.

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1227 643 584 609 486 132 854 174 199 607 101 121 133 265 447 780 890 337 799 429 218 279 451 27882% 82% 82% 80% 84% 83% 81% 82% 86% 83% 73% 93% 83% 78% 78% 84% 87% 71% 84% 77% 76% 84% 83% 83%

K JKMN O R T U

POSITIVE (NET)

910 468 442 442 372 96 663 113 134 478 74 90 95 175 312 598 699 212 598 312 166 207 332 20561% 60% 62% 58% 64% 61% 63% 53% 58% 65% 53% 69% 59% 52% 54% 65% 68% 45% 63% 56% 58% 62% 61% 61%

D H KN KN O R T

Knowledgeable

802 427 375 385 318 99 570 109 122 413 52 83 87 167 279 523 594 207 542 260 148 181 289 18353% 54% 52% 50% 55% 62% 54% 51% 52% 56% 37% 64% 54% 49% 48% 57% 58% 44% 57% 47% 52% 54% 53% 55%

D K KN K K O R T

Confident

747 380 368 365 300 82 531 115 101 394 55 71 83 144 258 489 579 168 508 240 141 174 257 17550% 48% 51% 48% 52% 52% 50% 54% 43% 54% 40% 55% 52% 42% 45% 53% 56% 35% 54% 43% 49% 52% 47% 52%

KN KN O R T

Valued

607 275 332 292 246 69 419 101 87 295 52 60 63 137 252 355 464 143 410 197 101 153 219 13340% 35% 46% 38% 42% 44% 40% 47% 38% 40% 37% 46% 39% 40% 44% 38% 45% 30% 43% 36% 35% 46% 40% 40%

B R T U

Helpful

423 235 187 218 162 43 256 40 127 199 33 55 58 78 136 287 306 116 263 160 73 90 146 11528% 30% 26% 28% 28% 27% 24% 19% 54% 27% 24% 43% 36% 23% 24% 31% 30% 25% 28% 29% 25% 27% 27% 34%

GH JKN N O UW

In charge

303 153 150 175 103 26 209 34 60 149 27 44 24 60 124 180 241 62 222 82 34 67 119 8320% 20% 21% 23% 18% 16% 20% 16% 26% 20% 19% 34% 15% 18% 21% 19% 24% 13% 23% 15% 12% 20% 22% 25%

H JKMN R T U U U

Hopeful

521 276 246 275 197 48 408 63 51 259 74 33 40 115 205 316 340 181 297 224 108 111 182 12035% 35% 34% 36% 34% 31% 39% 29% 22% 35% 54% 26% 25% 34% 36% 34% 33% 38% 31% 41% 38% 33% 33% 36%

HI M JLMN S

NEGATIVE (NET)

255 130 125 135 92 28 215 19 20 123 40 11 17 65 101 154 159 96 135 120 51 61 88 5517% 17% 17% 18% 16% 18% 20% 9% 9% 17% 29% 8% 11% 19% 18% 17% 16% 20% 14% 22% 18% 18% 16% 16%

HI L JLM L S

Frustrated

191 113 78 87 80 25 144 26 21 104 28 16 11 32 78 113 116 74 128 63 37 43 76 3513% 14% 11% 11% 14% 16% 14% 12% 9% 14% 20% 12% 7% 9% 13% 12% 11% 16% 13% 11% 13% 13% 14% 10%

M MN

Old

184 76 109 103 72 10 150 15 19 86 38 12 19 30 76 109 135 50 90 95 45 31 66 4312% 10% 15% 13% 12% 6% 14% 7% 8% 12% 27% 9% 12% 9% 13% 12% 13% 10% 9% 17% 16% 9% 12% 13%

B H JLMN S V

Overwhelmed

152 72 81 80 53 20 129 17 6 72 25 7 10 38 73 79 103 49 76 76 30 34 45 4310% 9% 11% 10% 9% 13% 12% 8% 3% 10% 18% 6% 6% 11% 13% 9% 10% 10% 8% 14% 10% 10% 8% 13%

I I JLM P S

Disrespected

71 41 30 38 29 4 56 5 11 36 8 9 3 15 23 48 48 23 43 28 16 15 24 165% 5% 4% 5% 5% 3% 5% 2% 5% 5% 6% 7% 2% 4% 4% 5% 5% 5% 5% 5% 6% 5% 4% 5%

Behind the times

71 35 36 46 21 5 61 6 4 35 17 6 9 5 38 33 42 29 38 33 12 11 28 205% 4% 5% 6% 4% 3% 6% 3% 2% 5% 12% 4% 5% 1% 7% 4% 4% 6% 4% 6% 4% 3% 5% 6%

I N JN N P

Hopeless

45 18 27 23 16 6 31 8 6 18 12 5 3 8 26 19 30 15 29 17 11 8 19 73% 2% 4% 3% 3% 4% 3% 4% 2% 2% 9% 4% 2% 2% 4% 2% 3% 3% 3% 3% 4% 2% 3% 2%

JMN P

Inadequate

65 33 32 36 22 7 40 10 15 23 5 2 8 28 38 27 22 43 37 29 12 17 24 134% 4% 4% 5% 4% 4% 4% 5% 7% 3% 3% 1% 5% 8% 7% 3% 2% 9% 4% 5% 4% 5% 4% 4%

JL P Q

None of these

4828 2455 2372 2424 1884 519 3473 621 734 2425 465 470 488 980 1814 3014 3540 1288 3118 1710 879 1091 1730 1126322% 313% 331% 317% 326% 328% 329% 292% 315% 331% 335% 363% 305% 289% 315% 326% 345% 271% 329% 309% 306% 328% 317% 337%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 20P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 20Q845. How much do you agree or disagree with the following statements?

SUMMARY OF TOP 2 BOX

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1298 679 619 652 512 134 919 188 191 658 118 114 127 281 479 819 933 365 859 439 240 285 484 28987% 87% 86% 85% 89% 85% 87% 89% 82% 90% 85% 88% 79% 83% 83% 89% 91% 77% 91% 79% 83% 86% 89% 86%

MN O R T

My colleagues have beenhelpful to me.

1293 683 609 647 506 140 911 189 192 640 113 114 129 297 480 813 906 386 840 453 248 299 463 28286% 87% 85% 85% 88% 89% 86% 89% 83% 87% 81% 88% 80% 88% 83% 88% 88% 81% 89% 82% 86% 90% 85% 84%

O R T

My colleagues treat mewith the same fairness asother team members.

229 115 115 115 89 25 167 26 36 100 25 15 33 56 106 124 161 68 139 90 42 40 93 5415% 15% 16% 15% 15% 16% 16% 12% 16% 14% 18% 12% 21% 16% 18% 13% 16% 14% 15% 16% 15% 12% 17% 16%

P

My boss is more impatientwith me than our youngercolleagues.

224 124 99 122 83 19 157 30 37 94 27 20 31 51 106 118 150 73 139 85 45 40 99 4015% 16% 14% 16% 14% 12% 15% 14% 16% 13% 19% 16% 20% 15% 18% 13% 15% 15% 15% 15% 16% 12% 18% 12%

P X

My colleagues are moreimpatient with me than ouryounger colleagues._______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 21P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 21Q845. How much do you agree or disagree with the following statements?

SUMMARY OF BOTTOM 2 BOX

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1276 659 617 642 495 139 898 183 196 639 112 109 128 287 470 806 875 401 808 468 242 292 446 29585% 84% 86% 84% 86% 88% 85% 86% 84% 87% 81% 84% 80% 85% 82% 87% 85% 85% 85% 85% 84% 88% 82% 88%

O W

My colleagues are moreimpatient with me than ouryounger colleagues.

1271 669 602 649 489 133 888 186 196 633 114 114 127 283 470 800 864 407 808 463 245 292 453 28085% 85% 84% 85% 85% 84% 84% 88% 84% 86% 82% 88% 79% 84% 82% 87% 84% 86% 85% 84% 85% 88% 83% 84%

O

My boss is more impatientwith me than our youngercolleagues.

207 100 107 117 72 18 143 23 41 93 26 16 31 41 96 111 119 88 107 100 39 34 83 5214% 13% 15% 15% 12% 11% 14% 11% 17% 13% 19% 12% 20% 12% 17% 12% 12% 19% 11% 18% 14% 10% 15% 16%

P Q S

My colleagues treat mewith the same fairness asother team members.

202 105 98 112 66 24 136 24 42 75 21 16 33 57 98 105 92 110 88 115 47 47 62 4613% 13% 14% 15% 11% 15% 13% 11% 18% 10% 15% 12% 21% 17% 17% 11% 9% 23% 9% 21% 17% 14% 11% 14%

J J P Q S

My colleagues have beenhelpful to me.

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 22P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 22Q845. How much do you agree or disagree with the following statements?

1. My colleagues are more impatient with me than our younger colleagues

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

224 124 99 122 83 19 157 30 37 94 27 20 31 51 106 118 150 73 139 85 45 40 99 4015% 16% 14% 16% 14% 12% 15% 14% 16% 13% 19% 16% 20% 15% 18% 13% 15% 15% 15% 15% 16% 12% 18% 12%

P X

TOP 2 BOX (NET)

49 25 24 34 9 6 34 8 7 21 7 5 5 11 27 23 34 15 32 17 18 11 17 43% 3% 3% 4% 2% 4% 3% 4% 3% 3% 5% 4% 3% 3% 5% 2% 3% 3% 3% 3% 6% 3% 3% 1%

E X

Strongly agree

174 99 75 88 73 13 123 21 30 73 20 15 26 40 79 95 116 59 107 68 27 30 82 3612% 13% 10% 12% 13% 8% 12% 10% 13% 10% 14% 12% 16% 12% 14% 10% 11% 12% 11% 12% 9% 9% 15% 11%

V

Somewhat agree

1276 659 617 642 495 139 898 183 196 639 112 109 128 287 470 806 875 401 808 468 242 292 446 29585% 84% 86% 84% 86% 88% 85% 86% 84% 87% 81% 84% 80% 85% 82% 87% 85% 85% 85% 85% 84% 88% 82% 88%

O W

BOTTOM 2 BOX (NET)

448 255 193 229 175 43 321 65 62 243 45 20 47 94 163 285 283 164 281 166 85 106 149 10830% 33% 27% 30% 30% 27% 30% 30% 27% 33% 32% 15% 29% 28% 28% 31% 28% 35% 30% 30% 30% 32% 27% 32%

C L L L L Q

Somewhat disagree

828 404 425 412 320 96 577 118 134 396 67 90 82 194 307 521 591 237 526 302 157 186 297 18855% 52% 59% 54% 55% 61% 55% 56% 57% 54% 48% 69% 51% 57% 53% 56% 58% 50% 56% 55% 55% 56% 54% 56%

B JKM R

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 23P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 23Q845. How much do you agree or disagree with the following statements?

2. My boss is more impatient with me than our younger colleagues

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

229 115 115 115 89 25 167 26 36 100 25 15 33 56 106 124 161 68 139 90 42 40 93 5415% 15% 16% 15% 15% 16% 16% 12% 16% 14% 18% 12% 21% 16% 18% 13% 16% 14% 15% 16% 15% 12% 17% 16%

P

TOP 2 BOX (NET)

65 31 34 37 23 4 51 6 8 30 6 6 10 13 34 31 46 19 39 26 16 9 25 144% 4% 5% 5% 4% 3% 5% 3% 4% 4% 4% 4% 6% 4% 6% 3% 4% 4% 4% 5% 6% 3% 5% 4%

Strongly agree

164 83 81 78 66 21 116 20 28 70 19 10 23 42 72 92 116 49 99 65 26 31 68 4011% 11% 11% 10% 11% 13% 11% 9% 12% 10% 14% 8% 14% 12% 12% 10% 11% 10% 10% 12% 9% 9% 12% 12%

Somewhat agree

1271 669 602 649 489 133 888 186 196 633 114 114 127 283 470 800 864 407 808 463 245 292 453 28085% 85% 84% 85% 85% 84% 84% 88% 84% 86% 82% 88% 79% 84% 82% 87% 84% 86% 85% 84% 85% 88% 83% 84%

O

BOTTOM 2 BOX (NET)

379 214 165 198 146 36 264 71 44 197 44 12 36 89 157 222 241 138 223 156 82 87 127 8325% 27% 23% 26% 25% 23% 25% 33% 19% 27% 32% 9% 23% 26% 27% 24% 24% 29% 24% 28% 29% 26% 23% 25%

GI L L L L

Somewhat disagree

892 455 437 451 343 98 624 115 153 436 69 102 90 194 314 578 623 269 586 306 163 206 325 19859% 58% 61% 59% 59% 62% 59% 54% 66% 60% 50% 79% 57% 57% 55% 63% 61% 57% 62% 55% 57% 62% 60% 59%

JKMN O T

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 24P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 24Q845. How much do you agree or disagree with the following statements?

3. My colleagues have been helpful to me

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1298 679 619 652 512 134 919 188 191 658 118 114 127 281 479 819 933 365 859 439 240 285 484 28987% 87% 86% 85% 89% 85% 87% 89% 82% 90% 85% 88% 79% 83% 83% 89% 91% 77% 91% 79% 83% 86% 89% 86%

MN O R T

TOP 2 BOX (NET)

598 281 316 294 234 70 420 87 90 294 48 60 66 129 224 374 454 144 438 159 110 130 238 11940% 36% 44% 38% 40% 44% 40% 41% 39% 40% 35% 46% 41% 38% 39% 40% 44% 30% 46% 29% 38% 39% 44% 36%

B R T X

Strongly agree

700 398 302 358 278 64 499 101 100 364 69 54 61 152 255 445 479 221 421 279 129 155 245 17047% 51% 42% 47% 48% 40% 47% 48% 43% 50% 50% 42% 38% 45% 44% 48% 47% 47% 44% 50% 45% 47% 45% 51%

C M

Somewhat agree

202 105 98 112 66 24 136 24 42 75 21 16 33 57 98 105 92 110 88 115 47 47 62 4613% 13% 14% 15% 11% 15% 13% 11% 18% 10% 15% 12% 21% 17% 17% 11% 9% 23% 9% 21% 17% 14% 11% 14%

J J P Q S

BOTTOM 2 BOX (NET)

138 73 65 80 41 17 100 18 20 50 17 7 25 39 73 65 61 77 56 82 30 37 40 309% 9% 9% 11% 7% 11% 9% 8% 9% 7% 13% 5% 15% 11% 13% 7% 6% 16% 6% 15% 10% 11% 7% 9%

J JL J P Q S

Somewhat disagree

64 32 32 32 25 8 36 6 22 25 4 9 8 19 25 40 32 33 31 33 17 10 22 154% 4% 5% 4% 4% 5% 3% 3% 10% 3% 3% 7% 5% 5% 4% 4% 3% 7% 3% 6% 6% 3% 4% 5%

GH Q S

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 25P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 25Q845. How much do you agree or disagree with the following statements?

4. My colleagues treat me with the same fairness as other team members

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1293 683 609 647 506 140 911 189 192 640 113 114 129 297 480 813 906 386 840 453 248 299 463 28286% 87% 85% 85% 88% 89% 86% 89% 83% 87% 81% 88% 80% 88% 83% 88% 88% 81% 89% 82% 86% 90% 85% 84%

O R T

TOP 2 BOX (NET)

745 374 372 372 290 83 529 101 115 372 58 73 80 163 260 485 549 196 512 233 136 176 266 16750% 48% 52% 49% 50% 53% 50% 48% 50% 51% 42% 57% 50% 48% 45% 52% 54% 41% 54% 42% 47% 53% 49% 50%

K O R T

Strongly agree

547 310 238 274 216 57 383 88 77 268 55 41 49 134 219 328 357 190 327 220 112 123 197 11536% 40% 33% 36% 37% 36% 36% 41% 33% 37% 39% 31% 31% 40% 38% 35% 35% 40% 35% 40% 39% 37% 36% 34%

C

Somewhat agree

207 100 107 117 72 18 143 23 41 93 26 16 31 41 96 111 119 88 107 100 39 34 83 5214% 13% 15% 15% 12% 11% 14% 11% 17% 13% 19% 12% 20% 12% 17% 12% 12% 19% 11% 18% 14% 10% 15% 16%

P Q S

BOTTOM 2 BOX (NET)

140 69 71 83 48 10 106 18 16 68 21 2 24 25 66 74 85 55 75 65 22 25 54 399% 9% 10% 11% 8% 6% 10% 9% 7% 9% 15% 1% 15% 7% 11% 8% 8% 12% 8% 12% 8% 7% 10% 12%

L LN LN L S

Somewhat disagree

67 31 37 35 25 8 38 5 24 26 5 14 7 16 30 37 34 34 32 35 16 9 29 134% 4% 5% 5% 4% 5% 4% 2% 10% 3% 3% 11% 4% 5% 5% 4% 3% 7% 3% 6% 6% 3% 5% 4%

GH JK Q S

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 26P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 26Q900. For each of the following aspects, how prepared do you think you will be to retire?

SUMMARY OF TOP 2 BOX

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1266 675 591 638 489 138 904 172 190 667 95 109 120 275 436 829 885 381 819 447 241 287 448 28984% 86% 82% 84% 85% 87% 86% 81% 81% 91% 68% 84% 75% 81% 76% 90% 86% 80% 86% 81% 84% 86% 82% 86%

KMN K K O R T

Physically (e.g., daily wearand tear/drain on bodyand mind)

1182 646 536 599 453 130 855 157 169 643 89 89 115 246 433 749 832 350 778 404 212 284 415 27179% 82% 75% 78% 78% 82% 81% 74% 73% 88% 64% 69% 72% 73% 75% 81% 81% 74% 82% 73% 74% 85% 76% 81%

C I KLMN O R T UW

Emotionally (e.g., losingthe social aspects, sense of"doing something useful")

1039 599 439 504 415 120 764 122 153 616 27 87 98 210 299 740 762 277 679 359 204 242 354 23969% 77% 61% 66% 72% 76% 72% 57% 66% 84% 20% 67% 61% 62% 52% 80% 74% 58% 72% 65% 71% 73% 65% 71%

C H KLMN K K K O R T

Financially (i.e., havingenough money saved)

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 27P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 27Q900. For each of the following aspects, how prepared do you think you will be to retire?

SUMMARY OF BOTTOM 2 BOX

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

461 184 277 260 163 38 291 90 80 117 112 43 62 129 277 184 263 198 268 194 83 90 192 9631% 23% 39% 34% 28% 24% 28% 43% 34% 16% 80% 33% 39% 38% 48% 20% 26% 42% 28% 35% 29% 27% 35% 29%

B G JLMN J J J P Q S

Financially (i.e., havingenough money saved)

318 138 181 165 125 28 199 55 64 90 50 40 45 92 143 175 193 125 169 149 75 48 131 6421% 18% 25% 22% 22% 18% 19% 26% 27% 12% 36% 31% 28% 27% 25% 19% 19% 26% 18% 27% 26% 15% 24% 19%

B G J J J J P Q S V V

Emotionally (e.g., losingthe social aspects, sense of"doing something useful")

234 109 126 126 89 20 151 40 43 66 44 21 40 63 140 95 141 94 128 106 46 46 97 4516% 14% 18% 16% 15% 13% 14% 19% 19% 9% 32% 16% 25% 19% 24% 10% 14% 20% 14% 19% 16% 14% 18% 14%

JLN J J P Q S

Physically (e.g., daily wearand tear/drain on body andmind)_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 28Q900. For each of the following aspects, how prepared do you think you will be to retire?

1. Financially (i.e., having enough money saved)

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1039 599 439 504 415 120 764 122 153 616 27 87 98 210 299 740 762 277 679 359 204 242 354 23969% 77% 61% 66% 72% 76% 72% 57% 66% 84% 20% 67% 61% 62% 52% 80% 74% 58% 72% 65% 71% 73% 65% 71%

C H KLMN K K K O R T

TOP 2 BOX (NET)

404 258 146 184 170 50 290 39 74 266 6 41 26 64 75 329 315 89 277 127 86 83 149 8627% 33% 20% 24% 29% 32% 28% 19% 32% 36% 5% 31% 16% 19% 13% 36% 31% 19% 29% 23% 30% 25% 27% 26%

C H H KMN KMN K K O R T

Very prepared

635 341 294 320 246 70 474 82 79 350 21 46 72 146 223 411 447 188 403 232 119 159 205 15342% 44% 41% 42% 42% 44% 45% 39% 34% 48% 15% 36% 45% 43% 39% 45% 44% 40% 43% 42% 41% 48% 38% 46%

I KL K K K W

Somewhat prepared

461 184 277 260 163 38 291 90 80 117 112 43 62 129 277 184 263 198 268 194 83 90 192 9631% 23% 39% 34% 28% 24% 28% 43% 34% 16% 80% 33% 39% 38% 48% 20% 26% 42% 28% 35% 29% 27% 35% 29%

B G JLMN J J J P Q S

BOTTOM 2 BOX (NET)

269 120 150 145 99 25 176 48 45 100 22 31 40 77 143 127 152 117 160 110 48 61 102 5918% 15% 21% 19% 17% 16% 17% 23% 19% 14% 16% 24% 25% 23% 25% 14% 15% 25% 17% 20% 17% 18% 19% 18%

B J J J P Q

Not very prepared

192 64 128 115 64 13 115 42 35 17 90 12 22 52 135 57 111 81 108 84 35 29 90 3713% 8% 18% 15% 11% 8% 11% 20% 15% 2% 65% 9% 14% 15% 23% 6% 11% 17% 11% 15% 12% 9% 16% 11%

B G JLMN J J J P Q V

Not at all prepared

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 29Q900. For each of the following aspects, how prepared do you think you will be to retire?

2. Physically (e.g., daily wear and tear/drain on body and mind)

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1266 675 591 638 489 138 904 172 190 667 95 109 120 275 436 829 885 381 819 447 241 287 448 28984% 86% 82% 84% 85% 87% 86% 81% 81% 91% 68% 84% 75% 81% 76% 90% 86% 80% 86% 81% 84% 86% 82% 86%

KMN K K O R T

TOP 2 BOX (NET)

589 315 274 292 226 71 412 79 98 342 41 47 48 111 181 408 428 161 404 185 111 134 210 13539% 40% 38% 38% 39% 45% 39% 37% 42% 47% 29% 37% 30% 33% 31% 44% 42% 34% 43% 33% 39% 40% 38% 40%

KMN O R T

Very prepared

677 360 317 346 263 67 491 93 92 325 54 62 72 164 256 421 457 220 414 262 130 153 239 15545% 46% 44% 45% 46% 42% 47% 44% 39% 44% 39% 48% 45% 49% 44% 46% 45% 46% 44% 47% 45% 46% 44% 46%

Somewhat prepared

234 109 126 126 89 20 151 40 43 66 44 21 40 63 140 95 141 94 128 106 46 46 97 4516% 14% 18% 16% 15% 13% 14% 19% 19% 9% 32% 16% 25% 19% 24% 10% 14% 20% 14% 19% 16% 14% 18% 14%

JLN J J P Q S

BOTTOM 2 BOX (NET)

175 89 86 81 76 18 114 27 34 57 23 14 29 52 101 75 102 73 99 77 32 36 71 3612% 11% 12% 11% 13% 12% 11% 13% 15% 8% 16% 10% 18% 16% 17% 8% 10% 15% 10% 14% 11% 11% 13% 11%

J J J P Q

Not very prepared

59 20 39 45 13 2 37 13 9 9 21 7 11 11 39 20 38 21 30 30 14 10 26 104% 3% 5% 6% 2% 1% 4% 6% 4% 1% 15% 5% 7% 3% 7% 2% 4% 4% 3% 5% 5% 3% 5% 3%

B E JLMN J J P

Not at all prepared

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 30Q900. For each of the following aspects, how prepared do you think you will be to retire?

3. Emotionally (e.g., losing the social aspects, sense of "doing something useful")

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1182 646 536 599 453 130 855 157 169 643 89 89 115 246 433 749 832 350 778 404 212 284 415 27179% 82% 75% 78% 78% 82% 81% 74% 73% 88% 64% 69% 72% 73% 75% 81% 81% 74% 82% 73% 74% 85% 76% 81%

C I KLMN O R T UW

TOP 2 BOX (NET)

567 323 244 290 215 62 401 85 82 338 43 47 44 96 186 382 417 150 395 173 95 136 199 13638% 41% 34% 38% 37% 40% 38% 40% 35% 46% 31% 36% 28% 28% 32% 41% 41% 32% 42% 31% 33% 41% 37% 41%

C KMN O R T

Very prepared

614 322 292 309 238 67 455 73 87 305 46 43 71 150 247 367 414 200 383 231 117 148 216 13441% 41% 41% 40% 41% 43% 43% 34% 37% 42% 33% 33% 44% 44% 43% 40% 40% 42% 40% 42% 41% 44% 40% 40%

Somewhat prepared

318 138 181 165 125 28 199 55 64 90 50 40 45 92 143 175 193 125 169 149 75 48 131 6421% 18% 25% 22% 22% 18% 19% 26% 27% 12% 36% 31% 28% 27% 25% 19% 19% 26% 18% 27% 26% 15% 24% 19%

B G J J J J P Q S V V

BOTTOM 2 BOX (NET)

235 114 120 116 99 20 151 39 45 77 28 27 31 71 97 138 144 90 128 106 53 35 100 4616% 15% 17% 15% 17% 13% 14% 18% 19% 10% 20% 21% 20% 21% 17% 15% 14% 19% 14% 19% 19% 11% 18% 14%

J J J J Q S V V

Not very prepared

84 23 60 50 26 8 48 16 19 13 22 13 13 22 46 37 49 34 41 43 21 13 31 186% 3% 8% 6% 5% 5% 5% 8% 8% 2% 16% 10% 8% 6% 8% 4% 5% 7% 4% 8% 7% 4% 6% 6%

B JN J J J P S

Not at all prepared

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 31Q906. Which of the following would be included in your ideal retirement? Please select all that apply.

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1425 742 682 720 551 153 1001 199 224 720 130 125 150 299 535 890 995 429 898 526 263 316 529 31795% 95% 95% 94% 95% 97% 95% 94% 96% 98% 94% 97% 94% 88% 93% 96% 97% 90% 95% 95% 92% 95% 97% 95%

KMN N O R U

ANY (NET)

1167 619 548 585 457 124 834 144 189 628 93 99 116 232 390 777 840 327 732 435 204 260 432 27178% 79% 76% 77% 79% 79% 79% 68% 81% 86% 67% 76% 72% 68% 68% 84% 82% 69% 77% 79% 71% 78% 79% 81%

H H KLMN O R U U

Travelling

1080 551 529 546 425 109 777 153 151 582 96 68 107 227 402 678 785 295 689 392 189 244 413 23472% 70% 74% 71% 74% 69% 74% 72% 65% 79% 69% 52% 67% 67% 70% 73% 77% 62% 73% 71% 66% 73% 76% 70%

I KLMN L L L R U

Spending time with family and friends

629 275 354 326 250 53 456 85 89 353 47 45 60 123 211 418 477 152 415 215 113 150 220 14642% 35% 49% 43% 43% 34% 43% 40% 38% 48% 34% 35% 38% 36% 37% 45% 47% 32% 44% 39% 39% 45% 40% 44%

B KLMN O R

Volunteering/community service

355 155 200 181 132 42 237 60 58 176 33 26 45 76 154 201 258 97 238 117 72 90 125 6824% 20% 28% 24% 23% 27% 22% 28% 25% 24% 23% 20% 28% 23% 27% 22% 25% 20% 25% 21% 25% 27% 23% 20%

B

Providing care for my grandchildren

338 166 172 196 112 30 248 46 44 130 40 51 42 75 147 192 251 87 201 138 60 73 136 6923% 21% 24% 26% 19% 19% 23% 22% 19% 18% 29% 39% 27% 22% 25% 21% 25% 18% 21% 25% 21% 22% 25% 21%

E J JN J R

WORKING (NET)

235 116 119 134 82 19 181 31 24 94 33 39 24 45 105 130 176 59 133 102 39 53 95 4816% 15% 17% 18% 14% 12% 17% 14% 10% 13% 24% 30% 15% 13% 18% 14% 17% 12% 14% 18% 14% 16% 17% 14%

I JN JMN

Getting another job

136 70 67 82 40 14 92 18 27 49 9 26 21 31 50 86 100 36 85 51 25 29 54 289% 9% 9% 11% 7% 9% 9% 8% 12% 7% 6% 20% 13% 9% 9% 9% 10% 8% 9% 9% 9% 9% 10% 8%

E JKN J

Starting a business

140 65 75 74 48 19 97 17 27 54 13 19 13 42 55 86 107 34 85 56 20 22 65 339% 8% 10% 10% 8% 12% 9% 8% 12% 7% 9% 15% 8% 12% 10% 9% 10% 7% 9% 10% 7% 7% 12% 10%

J J V

Furthering my education/ going back to school

47 28 19 27 14 6 36 * 11 20 8 3 9 7 12 35 40 7 26 21 9 14 13 113% 4% 3% 4% 2% 4% 3% * 5% 3% 6% 3% 5% 2% 2% 4% 4% 2% 3% 4% 3% 4% 2% 3%

H H

Public service (e.g., run for office)

104 63 41 40 51 14 82 12 11 67 7 5 6 19 33 72 80 24 82 23 21 22 35 287% 8% 6% 5% 9% 9% 8% 5% 5% 9% 5% 4% 4% 6% 6% 8% 8% 5% 9% 4% 7% 7% 6% 8%

D T

Something else (please specify)

75 41 34 44 26 5 54 13 9 13 9 5 10 39 41 34 30 45 49 27 24 16 17 185% 5% 5% 6% 5% 3% 5% 6% 4% 2% 6% 3% 6% 12% 7% 4% 3% 10% 5% 5% 8% 5% 3% 5%

J J JL P Q W

Not sure

3970 1984 1986 2040 1525 405 2845 532 593 2036 347 336 409 842 1453 2517 2894 1076 2533 1437 717 899 1468 885265% 253% 277% 267% 264% 256% 270% 251% 255% 278% 250% 259% 256% 249% 252% 272% 282% 227% 267% 260% 250% 271% 269% 265%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 32Q905. And now, which of the following do you expect to actually do in retirement? Please select all that apply.

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1374 730 644 691 539 144 979 185 210 711 111 126 148 278 497 877 968 406 873 501 259 308 503 30492% 93% 90% 90% 93% 91% 93% 87% 90% 97% 80% 97% 93% 82% 86% 95% 94% 86% 92% 91% 90% 93% 92% 91%

H KMN KN KN O R

ANY (NET)

999 515 484 502 400 97 722 135 142 564 60 72 102 201 358 641 733 266 650 349 172 237 373 21867% 66% 68% 66% 69% 61% 68% 64% 61% 77% 43% 55% 64% 59% 62% 69% 72% 56% 69% 63% 60% 71% 68% 65%

KLMN K K O R U U

Spend time with family and friends

973 544 429 487 383 103 711 109 153 566 47 83 90 186 290 683 706 267 640 333 160 218 369 22565% 69% 60% 64% 66% 65% 67% 51% 66% 77% 34% 64% 56% 55% 50% 74% 69% 56% 68% 60% 56% 66% 68% 67%

C H H KLMN K K K O R T U U U

Travel

561 242 319 291 220 50 412 75 74 309 30 44 67 111 190 371 427 134 376 185 103 135 199 12437% 31% 44% 38% 38% 32% 39% 35% 32% 42% 21% 34% 42% 33% 33% 40% 42% 28% 40% 33% 36% 41% 36% 37%

B KN K K O R T

Volunteer/community service

328 153 175 189 116 24 239 47 42 127 47 44 36 74 147 181 241 87 197 131 62 73 125 6822% 20% 24% 25% 20% 15% 23% 22% 18% 17% 34% 34% 23% 22% 25% 20% 23% 18% 21% 24% 21% 22% 23% 20%

F JN JN P

WORKING (NET)

246 118 128 142 87 17 186 34 27 96 41 34 22 53 110 136 183 63 144 102 49 50 89 5716% 15% 18% 19% 15% 11% 18% 16% 12% 13% 29% 27% 14% 16% 19% 15% 18% 13% 15% 18% 17% 15% 16% 17%

JMN JMN

Get another job

95 45 50 54 32 9 62 14 19 33 8 19 15 21 42 53 67 29 61 34 15 24 41 146% 6% 7% 7% 6% 6% 6% 7% 8% 5% 6% 15% 9% 6% 7% 6% 7% 6% 6% 6% 5% 7% 8% 4%

JKN

Start a business

315 151 164 162 126 28 214 50 51 179 18 23 38 56 121 194 231 84 209 106 62 82 106 6521% 19% 23% 21% 22% 17% 20% 24% 22% 24% 13% 18% 24% 17% 21% 21% 23% 18% 22% 19% 22% 25% 19% 20%

KN K

Providing care for my grandchildren

102 38 64 55 37 10 79 8 16 43 5 12 14 28 35 68 81 22 58 45 13 11 49 287% 5% 9% 7% 6% 7% 7% 4% 7% 6% 3% 10% 9% 8% 6% 7% 8% 5% 6% 8% 5% 3% 9% 8%

B V V

Further my education/ go back to school

35 23 12 16 12 7 23 - 12 16 * 5 7 7 4 31 30 5 19 16 8 15 8 52% 3% 2% 2% 2% 5% 2% - 5% 2% * 4% 4% 2% 1% 3% 3% 1% 2% 3% 3% 4% 1% 1%

GH O W

Public service (e.g., run for office)

123 69 55 36 57 30 90 15 18 69 6 14 10 25 38 86 88 35 88 36 25 28 31 398% 9% 8% 5% 10% 19% 9% 7% 8% 9% 5% 11% 6% 7% 7% 9% 9% 7% 9% 6% 9% 8% 6% 12%

D DE W

Something else (please specify)

126 53 73 73 39 14 76 27 23 22 28 4 11 60 79 47 57 69 74 52 28 24 42 318% 7% 10% 10% 7% 9% 7% 13% 10% 3% 20% 3% 7% 18% 14% 5% 6% 14% 8% 9% 10% 7% 8% 9%

G JLM J JLM P Q

Not sure

3576 1799 1777 1818 1393 365 2574 467 535 1899 244 310 375 749 1266 2310 2603 973 2319 1257 636 825 1308 808238% 230% 248% 238% 241% 231% 244% 220% 230% 259% 175% 239% 235% 221% 220% 250% 254% 205% 245% 227% 221% 248% 240% 241%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 33Q1000. How well does your current employer understand the following?

SUMMARY OF TOP 2 BOX

Base: Employed Full/Part Time

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

1074 575 499 557 405 112 888 186 - 584 86 76 100 228 381 693 774 300 753 321 207 241 383 24285% 88% 81% 84% 84% 91% 84% 88% - 87% 76% 89% 86% 80% 81% 87% 86% 83% 91% 74% 82% 86% 85% 85%

C KN O T

The role I perform at mycompany

1032 557 475 525 395 113 857 175 - 557 82 76 100 218 363 670 748 284 724 309 203 237 366 22681% 86% 77% 79% 82% 91% 81% 83% - 83% 72% 89% 86% 76% 77% 84% 83% 79% 87% 71% 80% 84% 82% 79%

C D KN KN K O T

The amount ofknowledge/experience Ipossess in my role

941 496 445 485 357 99 791 150 - 514 74 66 87 200 344 597 697 244 705 236 181 212 338 21074% 76% 72% 73% 74% 80% 75% 71% - 77% 65% 78% 74% 70% 73% 75% 77% 67% 85% 54% 72% 75% 75% 74%

K R T

What will be needed toperform my role when Iretire_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 34P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 34Q1000. How well does your current employer understand the following?

SUMMARY OF BOTTOM 2 BOX

Base: Employed Full/Part Time

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

326 155 171 177 124 25 264 62 - 153 39 19 30 85 128 198 208 118 126 200 72 70 111 7426% 24% 28% 27% 26% 20% 25% 29% - 23% 35% 22% 26% 30% 27% 25% 23% 33% 15% 46% 28% 25% 25% 26%

J Q S

What will be needed toperform my role when Iretire

235 94 141 138 86 11 198 37 - 110 32 9 17 67 110 125 157 78 107 128 50 44 83 5819% 14% 23% 21% 18% 9% 19% 17% - 17% 28% 11% 14% 24% 23% 16% 17% 21% 13% 29% 20% 16% 18% 21%

B F JLM JL P S

The amount ofknowledge/experience Ipossess in my role

193 76 117 105 76 11 167 26 - 83 27 9 17 56 91 101 131 62 78 115 45 41 65 4215% 12% 19% 16% 16% 9% 16% 12% - 13% 24% 11% 14% 20% 19% 13% 14% 17% 9% 26% 18% 14% 15% 15%

B J J P S

The role I perform at mycompany

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 35P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 35Q1000. How well does your current employer understand the following?

1. The role I perform at my company

Base: Employed Full/Part Times

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

1074 575 499 557 405 112 888 186 - 584 86 76 100 228 381 693 774 300 753 321 207 241 383 24285% 88% 81% 84% 84% 91% 84% 88% - 87% 76% 89% 86% 80% 81% 87% 86% 83% 91% 74% 82% 86% 85% 85%

C KN O T

TOP 2 BOX (NET)

585 308 277 299 226 60 474 111 - 307 37 56 73 112 205 380 439 146 435 150 104 124 212 14546% 47% 45% 45% 47% 48% 45% 52% - 46% 33% 65% 63% 39% 43% 48% 48% 40% 52% 34% 41% 44% 47% 51%

K JKN JKN R T

Very well

489 267 222 258 179 53 415 75 - 277 49 20 27 116 176 313 335 154 319 171 103 117 171 9739% 41% 36% 39% 37% 43% 39% 35% - 42% 43% 24% 23% 41% 37% 39% 37% 43% 38% 39% 41% 42% 38% 34%

LM LM LM

Somewhat well

193 76 117 105 76 11 167 26 - 83 27 9 17 56 91 101 131 62 78 115 45 41 65 4215% 12% 19% 16% 16% 9% 16% 12% - 13% 24% 11% 14% 20% 19% 13% 14% 17% 9% 26% 18% 14% 15% 15%

B J J P S

BOTTOM 2 BOX (NET)

124 42 82 66 51 7 104 20 - 51 21 8 12 31 57 66 85 38 48 76 28 24 44 2710% 6% 13% 10% 11% 5% 10% 9% - 8% 18% 10% 10% 11% 12% 8% 9% 10% 6% 17% 11% 9% 10% 9%

B J S

Not very well

69 34 36 39 25 5 63 6 - 33 6 1 4 25 34 35 45 24 30 40 17 16 21 155% 5% 6% 6% 5% 4% 6% 3% - 5% 5% 1% 4% 9% 7% 4% 5% 7% 4% 9% 7% 6% 5% 5%

S

Not well at all

1267 651 616 663 481 124 1055 212 - 667 113 85 117 285 472 795 905 362 831 436 252 282 449 284100% 100% 100% 100% 100% 100% 100% 100% - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 36P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 36Q1000. How well does your current employer understand the following?

2. The amount of knowledge/experience I possess in my role

Base: Employed Full/Part Times

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

1032 557 475 525 395 113 857 175 - 557 82 76 100 218 363 670 748 284 724 309 203 237 366 22681% 86% 77% 79% 82% 91% 81% 83% - 83% 72% 89% 86% 76% 77% 84% 83% 79% 87% 71% 80% 84% 82% 79%

C D KN KN K O T

TOP 2 BOX (NET)

549 283 266 269 214 66 453 96 - 295 39 52 58 104 200 349 420 129 404 146 100 124 197 12743% 43% 43% 41% 44% 54% 43% 45% - 44% 35% 61% 50% 37% 42% 44% 46% 36% 49% 33% 40% 44% 44% 45%

D JKN KN R T

Very well

483 274 209 256 181 47 404 79 - 262 42 24 42 113 163 320 328 155 320 163 102 113 169 9938% 42% 34% 39% 38% 38% 38% 37% - 39% 37% 28% 36% 40% 34% 40% 36% 43% 39% 37% 41% 40% 38% 35%

C

Somewhat well

235 94 141 138 86 11 198 37 - 110 32 9 17 67 110 125 157 78 107 128 50 44 83 5819% 14% 23% 21% 18% 9% 19% 17% - 17% 28% 11% 14% 24% 23% 16% 17% 21% 13% 29% 20% 16% 18% 21%

B F JLM JL P S

BOTTOM 2 BOX (NET)

150 62 88 86 55 9 124 26 - 76 19 8 12 35 65 85 99 51 71 79 32 27 50 4112% 10% 14% 13% 11% 7% 12% 12% - 11% 17% 10% 10% 12% 14% 11% 11% 14% 9% 18% 13% 10% 11% 15%

B S

Not very well

85 32 53 52 32 2 74 11 - 34 13 1 5 32 45 40 59 26 36 49 18 17 33 177% 5% 9% 8% 7% 2% 7% 5% - 5% 11% 1% 4% 11% 10% 5% 6% 7% 4% 11% 7% 6% 7% 6%

B JL JL P S

Not well at all

1267 651 616 663 481 124 1055 212 - 667 113 85 117 285 472 795 905 362 831 436 252 282 449 284100% 100% 100% 100% 100% 100% 100% 100% - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 37P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 37Q1000. How well does your current employer understand the following?

3. What will be needed to perform my role when I retire

Base: Employed Full/Part Times

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

941 496 445 485 357 99 791 150 - 514 74 66 87 200 344 597 697 244 705 236 181 212 338 21074% 76% 72% 73% 74% 80% 75% 71% - 77% 65% 78% 74% 70% 73% 75% 77% 67% 85% 54% 72% 75% 75% 74%

K R T

TOP 2 BOX (NET)

409 211 198 204 162 43 334 75 - 223 36 38 43 69 153 256 319 91 325 85 78 96 147 8832% 32% 32% 31% 34% 35% 32% 35% - 33% 32% 45% 37% 24% 32% 32% 35% 25% 39% 19% 31% 34% 33% 31%

N N N R T

Very well

532 285 247 281 195 56 457 75 - 291 38 28 44 131 191 341 378 153 380 151 103 116 190 12242% 44% 40% 42% 41% 45% 43% 35% - 44% 33% 33% 37% 46% 40% 43% 42% 42% 46% 35% 41% 41% 42% 43%

K T

Somewhat well

326 155 171 177 124 25 264 62 - 153 39 19 30 85 128 198 208 118 126 200 72 70 111 7426% 24% 28% 27% 26% 20% 25% 29% - 23% 35% 22% 26% 30% 27% 25% 23% 33% 15% 46% 28% 25% 25% 26%

J Q S

BOTTOM 2 BOX (NET)

211 102 110 113 83 15 168 44 - 101 25 15 20 50 81 131 135 76 79 132 46 38 76 5117% 16% 18% 17% 17% 12% 16% 21% - 15% 22% 18% 17% 18% 17% 16% 15% 21% 10% 30% 18% 14% 17% 18%

Q S

Not very well

115 53 62 64 41 10 96 19 - 52 15 4 10 34 48 67 73 42 47 68 25 31 35 239% 8% 10% 10% 9% 8% 9% 9% - 8% 13% 4% 9% 12% 10% 8% 8% 11% 6% 16% 10% 11% 8% 8%

S

Not well at all

1267 651 616 663 481 124 1055 212 - 667 113 85 117 285 472 795 905 362 831 436 252 282 449 284100% 100% 100% 100% 100% 100% 100% 100% - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 38P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 38Q1005. How valuable do you believe your employer thinks each of the following are to the company?

SUMMARY OF TOP 2 BOX

Base: Employed Full/Part Time

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

1071 551 519 563 399 109 887 184 - 566 88 82 98 238 387 684 785 286 737 334 209 239 387 23585% 85% 84% 85% 83% 88% 84% 87% - 85% 78% 96% 84% 83% 82% 86% 87% 79% 89% 77% 83% 85% 86% 83%

JKMN R T

My knowledge andexperience

981 506 476 525 367 89 816 165 - 529 82 66 95 209 364 617 732 250 698 284 198 222 352 20977% 78% 77% 79% 76% 72% 77% 78% - 79% 73% 78% 82% 73% 77% 78% 81% 69% 84% 65% 78% 79% 78% 73%

R T

Training youngergenerations how to do myrole properly

959 495 464 521 352 85 794 164 - 522 78 64 95 200 356 603 710 249 666 293 180 205 358 21576% 76% 75% 79% 73% 69% 75% 77% - 78% 69% 76% 81% 70% 75% 76% 78% 69% 80% 67% 72% 73% 80% 76%

N R T U

Documentation of theprocesses needed to do myjob

887 444 444 476 322 89 741 146 - 459 73 63 90 202 322 566 657 230 632 256 176 195 328 18770% 68% 72% 72% 67% 72% 70% 69% - 69% 65% 74% 77% 71% 68% 71% 73% 64% 76% 59% 70% 69% 73% 66%

R T

Getting advice fromemployees who have’lived’ through changes inthe organization (e.g.,process change, turnover)

680 341 340 371 243 66 569 111 - 365 45 60 68 142 250 430 506 175 507 173 134 146 246 15454% 52% 55% 56% 50% 54% 54% 52% - 55% 40% 71% 59% 50% 53% 54% 56% 48% 61% 40% 53% 52% 55% 54%

K JKN K R T

Former employees who arenow retired

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 39P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 39Q1005. How valuable do you believe your employer thinks each of the following are to the company?

SUMMARY OF BOTTOM 2 BOX

Base: Employed Full/Part Time

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

587 310 277 291 238 57 486 101 - 303 68 25 48 143 222 365 399 187 323 263 118 135 203 13046% 48% 45% 44% 50% 46% 46% 48% - 45% 60% 29% 41% 50% 47% 46% 44% 52% 39% 60% 47% 48% 45% 46%

L JLM L Q S

Former employees whoare now retired

380 207 173 187 159 34 314 66 - 208 40 22 27 82 151 229 248 132 199 181 76 86 121 9730% 32% 28% 28% 33% 28% 30% 31% - 31% 35% 26% 23% 29% 32% 29% 27% 36% 24% 41% 30% 31% 27% 34%

Q S

Getting advice fromemployees who have’lived’ through changes inthe organization (e.g.,process change, turnover)

308 156 152 141 128 39 260 48 - 146 35 21 22 85 117 192 195 113 165 144 72 77 91 6924% 24% 25% 21% 27% 31% 25% 23% - 22% 31% 24% 19% 30% 25% 24% 22% 31% 20% 33% 28% 27% 20% 24%

J Q S W

Documentation of theprocesses needed to do myjob

286 145 141 138 113 34 239 47 - 139 31 19 22 76 108 178 174 112 133 153 55 59 96 7523% 22% 23% 21% 24% 28% 23% 22% - 21% 27% 22% 18% 27% 23% 22% 19% 31% 16% 35% 22% 21% 22% 27%

Q S

Training youngergenerations how to do myrole properly

196 99 97 100 81 15 168 28 - 101 25 3 19 47 85 111 120 76 94 103 43 42 61 4915% 15% 16% 15% 17% 12% 16% 13% - 15% 22% 4% 16% 17% 18% 14% 13% 21% 11% 23% 17% 15% 14% 17%

L L L L Q S

My knowledge andexperience

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 40P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 40Q1005. How valuable do you believe your employer thinks each of the following are to the company?

1. My knowledge and experience

Base: Employed Full/Part Time

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

1071 551 519 563 399 109 887 184 - 566 88 82 98 238 387 684 785 286 737 334 209 239 387 23585% 85% 84% 85% 83% 88% 84% 87% - 85% 78% 96% 84% 83% 82% 86% 87% 79% 89% 77% 83% 85% 86% 83%

JKMN R T

TOP 2 BOX (NET)

567 274 293 299 205 63 476 91 - 308 44 54 57 103 207 360 450 116 392 174 98 130 218 12145% 42% 48% 45% 43% 51% 45% 43% - 46% 39% 64% 49% 36% 44% 45% 50% 32% 47% 40% 39% 46% 49% 43%

N JKN N R T U

Very valuable

504 278 226 264 194 46 411 93 - 258 44 27 40 135 180 324 334 170 345 160 111 109 170 11440% 43% 37% 40% 40% 37% 39% 44% - 39% 38% 32% 34% 47% 38% 41% 37% 47% 41% 37% 44% 39% 38% 40%

JLM Q

Somewhat valuable

196 99 97 100 81 15 168 28 - 101 25 3 19 47 85 111 120 76 94 103 43 42 61 4915% 15% 16% 15% 17% 12% 16% 13% - 15% 22% 4% 16% 17% 18% 14% 13% 21% 11% 23% 17% 15% 14% 17%

L L L L Q S

BOTTOM 2 BOX (NET)

123 67 55 63 51 9 102 21 - 64 14 2 15 28 51 71 69 54 63 59 29 24 40 3010% 10% 9% 9% 11% 7% 10% 10% - 10% 12% 2% 13% 10% 11% 9% 8% 15% 8% 14% 11% 8% 9% 11%

L L Q S

Not very valuable

74 32 42 37 31 6 66 8 - 38 11 2 4 19 34 40 52 22 30 43 15 18 22 196% 5% 7% 6% 6% 5% 6% 4% - 6% 10% 2% 4% 7% 7% 5% 6% 6% 4% 10% 6% 7% 5% 7%

S

Not valuable at all

1267 651 616 663 481 124 1055 212 - 667 113 85 117 285 472 795 905 362 831 436 252 282 449 284100% 100% 100% 100% 100% 100% 100% 100% - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 41P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 41Q1005. How valuable do you believe your employer thinks each of the following are to the company?

2. Training younger generations to do my role properly

Base: Employed Full/Part Time

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

981 506 476 525 367 89 816 165 - 529 82 66 95 209 364 617 732 250 698 284 198 222 352 20977% 78% 77% 79% 76% 72% 77% 78% - 79% 73% 78% 82% 73% 77% 78% 81% 69% 84% 65% 78% 79% 78% 73%

R T

TOP 2 BOX (NET)

377 186 191 191 152 34 321 56 - 210 27 35 43 62 132 245 308 69 283 94 76 69 140 9130% 29% 31% 29% 32% 27% 30% 26% - 31% 24% 41% 37% 22% 28% 31% 34% 19% 34% 22% 30% 25% 31% 32%

N KN N R T

Very valuable

604 320 284 333 215 56 495 109 - 319 55 31 52 147 232 373 423 181 415 190 121 153 212 11848% 49% 46% 50% 45% 45% 47% 51% - 48% 48% 37% 45% 52% 49% 47% 47% 50% 50% 43% 48% 54% 47% 41%

X

Somewhat valuable

286 145 141 138 113 34 239 47 - 139 31 19 22 76 108 178 174 112 133 153 55 59 96 7523% 22% 23% 21% 24% 28% 23% 22% - 21% 27% 22% 18% 27% 23% 22% 19% 31% 16% 35% 22% 21% 22% 27%

Q S

BOTTOM 2 BOX (NET)

208 113 95 94 87 26 172 36 - 102 22 14 18 52 78 130 125 83 101 107 40 45 72 5116% 17% 15% 14% 18% 21% 16% 17% - 15% 19% 16% 15% 18% 16% 16% 14% 23% 12% 25% 16% 16% 16% 18%

Q S

Not very valuable

78 33 45 44 26 8 67 11 - 37 9 5 4 24 31 47 48 30 33 45 15 14 24 256% 5% 7% 7% 5% 7% 6% 5% - 6% 8% 6% 3% 8% 6% 6% 5% 8% 4% 10% 6% 5% 5% 9%

S

Not valuable at all

1267 651 616 663 481 124 1055 212 - 667 113 85 117 285 472 795 905 362 831 436 252 282 449 284100% 100% 100% 100% 100% 100% 100% 100% - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 42P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 42Q1005. How valuable do you believe your employer thinks each of the following are to the company?

3. Getting advice from employees who have ’lived’ through changes in the organization (e.g., process change, turnover)

Base: Employed Full/Part Time

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

887 444 444 476 322 89 741 146 - 459 73 63 90 202 322 566 657 230 632 256 176 195 328 18770% 68% 72% 72% 67% 72% 70% 69% - 69% 65% 74% 77% 71% 68% 71% 73% 64% 76% 59% 70% 69% 73% 66%

R T

TOP 2 BOX (NET)

298 131 167 164 109 26 243 55 - 158 23 28 35 54 106 192 240 58 214 84 56 62 112 6924% 20% 27% 25% 23% 21% 23% 26% - 24% 20% 33% 30% 19% 22% 24% 27% 16% 26% 19% 22% 22% 25% 24%

B N N R T

Very valuable

589 313 276 312 213 64 498 91 - 300 51 35 55 149 216 373 417 172 418 171 121 134 216 11846% 48% 45% 47% 44% 52% 47% 43% - 45% 45% 41% 47% 52% 46% 47% 46% 48% 50% 39% 48% 47% 48% 42%

T

Somewhat valuable

380 207 173 187 159 34 314 66 - 208 40 22 27 82 151 229 248 132 199 181 76 86 121 9730% 32% 28% 28% 33% 28% 30% 31% - 31% 35% 26% 23% 29% 32% 29% 27% 36% 24% 41% 30% 31% 27% 34%

Q S

BOTTOM 2 BOX (NET)

248 147 101 119 108 20 199 49 - 143 24 15 19 46 98 149 163 84 134 113 49 55 78 6620% 23% 16% 18% 23% 16% 19% 23% - 21% 22% 17% 17% 16% 21% 19% 18% 23% 16% 26% 19% 19% 17% 23%

C S

Not very valuable

132 60 72 68 51 14 115 17 - 65 16 7 8 36 52 80 85 47 65 67 27 31 43 3110% 9% 12% 10% 11% 11% 11% 8% - 10% 14% 9% 7% 13% 11% 10% 9% 13% 8% 15% 11% 11% 10% 11%

S

Not valuable at all

1267 651 616 663 481 124 1055 212 - 667 113 85 117 285 472 795 905 362 831 436 252 282 449 284100% 100% 100% 100% 100% 100% 100% 100% - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 43P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 43Q1005. How valuable do you believe your employer thinks each of the following are to the company?

4. Documentation of the processes needed to do my job

Base: Employed Full/Part Time

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

959 495 464 521 352 85 794 164 - 522 78 64 95 200 356 603 710 249 666 293 180 205 358 21576% 76% 75% 79% 73% 69% 75% 77% - 78% 69% 76% 81% 70% 75% 76% 78% 69% 80% 67% 72% 73% 80% 76%

N R T U

TOP 2 BOX (NET)

393 193 200 215 142 36 329 64 - 221 28 32 48 65 135 258 316 76 274 119 75 73 146 10031% 30% 32% 32% 30% 29% 31% 30% - 33% 24% 38% 41% 23% 29% 32% 35% 21% 33% 27% 30% 26% 32% 35%

N N KN R

Very valuable

566 301 265 307 210 49 465 100 - 301 51 32 47 135 220 346 393 173 392 174 106 132 212 11645% 46% 43% 46% 44% 40% 44% 47% - 45% 45% 38% 40% 48% 47% 43% 43% 48% 47% 40% 42% 47% 47% 41%

T

Somewhat valuable

308 156 152 141 128 39 260 48 - 146 35 21 22 85 117 192 195 113 165 144 72 77 91 6924% 24% 25% 21% 27% 31% 25% 23% - 22% 31% 24% 19% 30% 25% 24% 22% 31% 20% 33% 28% 27% 20% 24%

J Q S W

BOTTOM 2 BOX (NET)

214 117 97 94 92 28 177 37 - 102 25 15 17 56 71 142 139 75 120 94 49 53 67 4517% 18% 16% 14% 19% 23% 17% 17% - 15% 22% 17% 14% 20% 15% 18% 15% 21% 14% 22% 19% 19% 15% 16%

S

Not very valuable

94 39 55 47 37 11 84 11 - 44 10 6 5 29 45 49 57 38 45 49 23 24 24 237% 6% 9% 7% 8% 9% 8% 5% - 7% 9% 7% 5% 10% 10% 6% 6% 10% 5% 11% 9% 9% 5% 8%

Q S

Not valuable at all

1267 651 616 663 481 124 1055 212 - 667 113 85 117 285 472 795 905 362 831 436 252 282 449 284100% 100% 100% 100% 100% 100% 100% 100% - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 44P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 44Q1005. How valuable do you believe your employer thinks each of the following are to the company?

5. Former employees who are now retired

Base: Employed Full/Part Time

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

680 341 340 371 243 66 569 111 - 365 45 60 68 142 250 430 506 175 507 173 134 146 246 15454% 52% 55% 56% 50% 54% 54% 52% - 55% 40% 71% 59% 50% 53% 54% 56% 48% 61% 40% 53% 52% 55% 54%

K JKN K R T

TOP 2 BOX (NET)

191 97 94 100 74 17 161 31 - 94 13 27 22 36 73 118 157 35 146 45 39 36 62 5415% 15% 15% 15% 15% 13% 15% 14% - 14% 11% 31% 19% 13% 15% 15% 17% 10% 18% 10% 16% 13% 14% 19%

JKN R T

Very valuable

489 243 246 271 168 50 409 80 - 271 32 33 46 106 177 312 349 140 361 128 95 111 184 10039% 37% 40% 41% 35% 40% 39% 38% - 41% 28% 39% 39% 37% 38% 39% 39% 39% 44% 29% 38% 39% 41% 35%

K T

Somewhat valuable

587 310 277 291 238 57 486 101 - 303 68 25 48 143 222 365 399 187 323 263 118 135 203 13046% 48% 45% 44% 50% 46% 46% 48% - 45% 60% 29% 41% 50% 47% 46% 44% 52% 39% 60% 47% 48% 45% 46%

L JLM L Q S

BOTTOM 2 BOX (NET)

354 193 161 174 153 27 294 60 - 193 43 11 32 75 147 207 240 114 209 145 70 75 134 7528% 30% 26% 26% 32% 22% 28% 28% - 29% 38% 12% 27% 26% 31% 26% 26% 32% 25% 33% 28% 27% 30% 26%

L L L L S

Not very valuable

233 117 116 118 85 30 192 41 - 109 25 14 17 67 75 158 160 73 114 119 49 60 69 5518% 18% 19% 18% 18% 24% 18% 19% - 16% 22% 17% 14% 24% 16% 20% 18% 20% 14% 27% 19% 21% 15% 19%

J S

Not valuable at all

1267 651 616 663 481 124 1055 212 - 667 113 85 117 285 472 795 905 362 831 436 252 282 449 284100% 100% 100% 100% 100% 100% 100% 100% - 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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Page 45P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 45Q1020. What information would you need to teach/share with younger workers in order to prepare them for your role? Please select all that apply.

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1286 678 608 671 483 133 956 178 152 658 120 105 134 271 470 817 934 353 823 463 241 286 468 29186% 87% 85% 88% 84% 84% 91% 84% 65% 90% 86% 81% 84% 80% 82% 88% 91% 74% 87% 84% 84% 86% 86% 87%

HI I LN O R

ANY (NET)

866 462 403 443 324 99 677 113 75 454 72 70 85 184 294 571 653 213 551 315 154 205 301 20558% 59% 56% 58% 56% 63% 64% 53% 32% 62% 52% 54% 53% 54% 51% 62% 64% 45% 58% 57% 54% 62% 55% 61%

HI I O R

What potential problems might arise

836 418 417 437 308 91 650 107 78 442 73 66 75 179 291 545 624 212 537 298 146 189 319 18256% 53% 58% 57% 53% 58% 62% 50% 34% 60% 53% 51% 47% 53% 51% 59% 61% 45% 57% 54% 51% 57% 58% 54%

HI I M O R

What steps are involved in my processes

801 423 377 432 290 79 630 95 76 416 71 64 80 169 263 537 610 190 508 292 150 176 287 18753% 54% 53% 56% 50% 50% 60% 45% 33% 57% 51% 49% 50% 50% 46% 58% 60% 40% 54% 53% 52% 53% 53% 56%

HI I O R

How to troubleshoot/look for issues

715 366 349 370 263 82 575 74 65 398 67 53 62 135 245 470 559 156 469 245 124 163 267 16148% 47% 49% 48% 46% 52% 55% 35% 28% 54% 48% 41% 39% 40% 43% 51% 54% 33% 50% 44% 43% 49% 49% 48%

HI LMN O R

Where to find information/inputs

651 322 328 339 240 72 519 85 47 337 61 43 69 141 216 434 507 144 426 224 117 147 225 16243% 41% 46% 44% 41% 45% 49% 40% 20% 46% 44% 33% 43% 42% 38% 47% 49% 30% 45% 41% 41% 44% 41% 48%

HI I L O R

Who else is involved in the process/who to contact

639 326 313 330 241 67 489 84 66 341 63 49 59 126 211 427 501 137 408 230 113 160 236 13043% 42% 44% 43% 42% 43% 46% 40% 28% 46% 45% 38% 37% 37% 37% 46% 49% 29% 43% 42% 39% 48% 43% 39%

I I N O R

How what I do affects the rest of the larger process

450 222 228 241 162 47 361 53 37 220 47 30 53 100 184 266 343 107 298 152 84 101 175 9030% 28% 32% 32% 28% 30% 34% 25% 16% 30% 34% 23% 33% 29% 32% 29% 33% 23% 32% 27% 29% 31% 32% 27%

HI R

How long each part of the job should take

294 158 136 153 101 41 240 28 26 146 22 34 34 59 93 201 232 62 188 107 50 69 103 7220% 20% 19% 20% 17% 26% 23% 13% 11% 20% 16% 26% 21% 17% 16% 22% 23% 13% 20% 19% 17% 21% 19% 22%

HI O R

How to check outputs/handoffs

39 23 16 22 11 6 27 3 9 13 3 6 5 12 12 26 28 11 18 21 5 4 22 73% 3% 2% 3% 2% 4% 3% 2% 4% 2% 2% 5% 3% 3% 2% 3% 3% 2% 2% 4% 2% 1% 4% 2%

Other (please specify)

214 105 109 93 95 25 99 34 81 76 19 25 26 68 107 107 92 122 123 90 46 46 77 4414% 13% 15% 12% 16% 16% 9% 16% 35% 10% 14% 19% 16% 20% 18% 12% 9% 26% 13% 16% 16% 14% 14% 13%

G GH J J P Q

Nothing

5503 2825 2678 2859 2035 610 4267 677 559 2843 499 440 549 1172 1917 3586 4149 1354 3528 1975 991 1260 2012 1239367% 361% 374% 374% 352% 385% 405% 319% 240% 388% 359% 339% 344% 346% 333% 388% 405% 285% 373% 357% 345% 379% 369% 370%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 46P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 46Q1010. Approximately, what percent of knowledge needed to perform your job responsibilities have you shared with those who will

need to have this information after you retire?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

638 354 285 307 260 71 462 78 98 333 61 62 60 123 231 407 488 150 459 179 119 137 243 13943% 45% 40% 40% 45% 45% 44% 37% 42% 45% 44% 47% 37% 36% 40% 44% 48% 32% 48% 32% 41% 41% 44% 42%

N R T

TOP 2 BOX (NET)

270 140 130 126 117 27 186 33 52 122 33 27 33 54 99 172 193 78 209 61 55 56 103 5618% 18% 18% 17% 20% 17% 18% 15% 22% 17% 24% 21% 21% 16% 17% 19% 19% 16% 22% 11% 19% 17% 19% 17%

T

All of it

368 213 154 181 143 44 276 46 46 211 28 34 26 68 132 236 295 73 250 118 64 81 140 8325% 27% 22% 24% 25% 28% 26% 21% 20% 29% 20% 26% 17% 20% 23% 26% 29% 15% 26% 21% 22% 24% 26% 25%

C MN R

More than half

311 168 143 180 108 22 220 54 37 160 22 28 38 63 117 194 224 87 196 115 62 72 119 5721% 21% 20% 24% 19% 14% 21% 25% 16% 22% 16% 21% 24% 18% 20% 21% 22% 18% 21% 21% 22% 22% 22% 17%

F I

About half

551 262 289 276 210 65 373 80 98 240 56 40 62 153 229 323 314 237 292 259 106 123 184 13937% 33% 40% 36% 36% 41% 35% 38% 42% 33% 40% 31% 39% 45% 40% 35% 31% 50% 31% 47% 37% 37% 34% 41%

B JL Q S

BOTTOM 2 BOX (NET)

235 112 123 121 92 22 186 22 26 126 21 13 24 51 80 155 176 59 124 111 42 43 86 6316% 14% 17% 16% 16% 14% 18% 11% 11% 17% 15% 10% 15% 15% 14% 17% 17% 12% 13% 20% 15% 13% 16% 19%

HI S

Less than half

317 150 167 156 118 42 187 58 72 114 35 27 38 102 149 168 138 179 168 148 64 80 97 7621% 19% 23% 20% 20% 27% 18% 27% 31% 16% 25% 21% 24% 30% 26% 18% 13% 38% 18% 27% 22% 24% 18% 23%

G G J J J P Q S

None

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 47P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 47Q1025. How much do you agree or disagree with each of the following statements?

SUMMARY OF TOP 2 BOX

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1218 639 578 618 476 123 872 180 166 600 118 112 128 259 463 755 891 327 811 407 227 266 454 27281% 82% 81% 81% 82% 78% 83% 85% 71% 82% 85% 87% 80% 77% 80% 82% 87% 69% 86% 74% 79% 80% 83% 81%

I I R T

I am willing to be a mentorto the next generation ofworkers.

993 496 497 524 380 89 718 142 133 495 93 80 106 219 394 599 692 301 708 285 181 221 383 20866% 63% 69% 69% 66% 56% 68% 67% 57% 68% 67% 61% 67% 65% 68% 65% 67% 63% 75% 52% 63% 66% 70% 62%

B F I T X

Before they retired, thegeneration before me did agood job transferring theirknowledge to the workersof my generation.

947 511 436 475 377 94 694 137 116 497 72 75 91 211 379 568 671 275 947 - 175 203 374 19463% 65% 61% 62% 65% 60% 66% 65% 50% 68% 52% 58% 57% 62% 66% 61% 65% 58% 100% - 61% 61% 69% 58%

I I KM R T X

My company is wellprepared to handle myretirement.

816 421 396 443 316 58 631 93 92 413 79 49 80 195 321 495 585 231 523 294 144 163 327 18254% 54% 55% 58% 55% 36% 60% 44% 40% 56% 57% 38% 50% 58% 56% 54% 57% 49% 55% 53% 50% 49% 60% 54%

F F HI L L L R UV

I wish my companyoffered more help fortransitioning to retirement.

781 418 364 412 292 77 560 107 114 383 61 71 96 170 302 479 555 226 584 197 152 166 285 17752% 53% 51% 54% 51% 49% 53% 51% 49% 52% 44% 55% 60% 50% 52% 52% 54% 48% 62% 36% 53% 50% 52% 53%

K T

The generations after mewill work just as hard asIâ ��ve worked.

656 379 277 361 238 57 469 95 91 326 56 57 74 143 261 394 468 188 571 85 119 131 264 14144% 48% 39% 47% 41% 36% 45% 45% 39% 44% 40% 44% 46% 42% 45% 43% 46% 40% 60% 15% 41% 39% 48% 42%

C F T V

My company has anadequate successor inplace for my role when Iretire.

617 313 305 343 223 52 494 67 56 316 55 44 65 137 226 391 464 153 406 211 114 118 225 16141% 40% 43% 45% 39% 33% 47% 32% 24% 43% 39% 34% 41% 41% 39% 42% 45% 32% 43% 38% 40% 36% 41% 48%

F HI R V

There are certain benefitsmy company offers itsactive employees thatprevent me from retiring.

500 260 239 277 189 34 358 58 84 217 52 34 59 137 211 289 321 179 361 139 100 100 200 10033% 33% 33% 36% 33% 21% 34% 27% 36% 30% 38% 26% 37% 41% 37% 31% 31% 38% 38% 25% 35% 30% 37% 30%

F F JL Q T

The processes at my jobchange so often that myknowledge and experiencein my role will beirrelevant by the time Iretire.

452 266 186 232 174 45 309 51 92 203 36 47 59 107 147 305 322 129 246 206 89 93 164 10630% 34% 26% 30% 30% 28% 29% 24% 39% 28% 26% 36% 37% 32% 26% 33% 31% 27% 26% 37% 31% 28% 30% 32%

C GH O S

My company may lose keyclient relationships if Iretire.

305 165 140 176 104 24 216 37 52 115 42 21 44 83 135 169 200 105 197 108 60 52 124 6820% 21% 19% 23% 18% 15% 20% 17% 22% 16% 30% 16% 27% 25% 23% 18% 19% 22% 21% 19% 21% 16% 23% 20%

JL J J P V

I am hesitant to mentoryounger employeesbecause I may lose my jobafter sharing what I knowwith them._______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 48P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 48Q1025. How much do you agree or disagree with each of the following statements?

SUMMARY OF BOTTOM 2 BOX

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1195 618 577 588 474 134 839 176 181 618 97 109 116 255 441 755 825 370 750 445 228 280 422 26680% 79% 81% 77% 82% 85% 80% 83% 78% 84% 70% 84% 73% 75% 77% 82% 81% 78% 79% 81% 79% 84% 77% 80%

KMN K O W

I am hesitant to mentoryounger employeesbecause I may lose myjob after sharing what Iknow with them.

1048 518 531 532 403 113 746 161 141 530 103 83 101 231 429 619 703 345 701 347 198 239 382 22870% 66% 74% 70% 70% 72% 71% 76% 61% 72% 74% 64% 63% 68% 74% 67% 69% 73% 74% 63% 69% 72% 70% 68%

B I I P T

My company may lose keyclient relationships if Iretire.

1000 523 477 487 389 124 696 155 149 516 86 96 101 201 365 635 705 296 586 414 187 232 345 23567% 67% 67% 64% 67% 79% 66% 73% 64% 70% 62% 74% 63% 59% 63% 69% 69% 62% 62% 75% 65% 70% 63% 70%

DE N N R S

The processes at my jobchange so often that myknowledge and experiencein my role will beirrelevant by the time Iretire.

883 471 412 421 355 107 561 145 177 417 84 85 94 201 350 533 561 322 541 342 173 214 321 17459% 60% 57% 55% 61% 67% 53% 68% 76% 57% 61% 66% 59% 59% 61% 58% 55% 68% 57% 62% 60% 64% 59% 52%

D G G Q X

There are certain benefitsmy company offers itsactive employees thatprevent me from retiring.

844 405 439 403 340 101 585 117 142 407 83 73 86 196 315 530 558 287 376 469 168 201 282 19356% 52% 61% 53% 59% 64% 55% 55% 61% 56% 60% 56% 54% 58% 55% 57% 54% 60% 40% 85% 59% 61% 52% 58%

B D S W

My company has anadequate successor inplace for my role when Iretire.

719 366 353 352 286 81 495 105 119 350 78 58 64 169 274 445 470 249 363 356 135 166 260 15848% 47% 49% 46% 49% 51% 47% 49% 51% 48% 56% 45% 40% 50% 48% 48% 46% 52% 38% 64% 47% 50% 48% 47%

M S

The generations after mewill work just as hard asIâ ��ve worked.

684 363 321 321 262 101 424 119 140 320 60 81 79 144 255 429 440 243 424 259 144 169 219 15246% 46% 45% 42% 45% 64% 40% 56% 60% 44% 43% 62% 50% 42% 44% 46% 43% 51% 45% 47% 50% 51% 40% 46%

DE G G JKN Q W W

I wish my companyoffered more help fortransitioning to retirement.

553 273 281 289 201 64 361 75 117 236 67 54 69 127 197 356 354 199 - 553 113 129 171 14037% 35% 39% 38% 35% 40% 34% 35% 50% 32% 48% 42% 43% 38% 34% 39% 35% 42% - 100% 39% 39% 31% 42%

GH J J Q S W

My company is wellprepared to handle myretirement.

507 288 219 240 198 69 337 70 100 238 46 50 53 120 182 325 333 174 239 268 106 112 162 12734% 37% 31% 31% 34% 44% 32% 33% 43% 32% 33% 39% 33% 35% 32% 35% 33% 37% 25% 48% 37% 34% 30% 38%

C D G S W

Before they retired, thegeneration before me did agood job transferring theirknowledge to the workersof my generation.

282 144 138 146 102 35 183 32 67 133 21 17 32 79 113 169 134 148 136 146 61 67 92 6319% 18% 19% 19% 18% 22% 17% 15% 29% 18% 15% 13% 20% 23% 20% 18% 13% 31% 14% 26% 21% 20% 17% 19%

GH Q S

I am willing to be a mentorto the next generation ofworkers._______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 49P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 49Q1025. How much do you agree or disagree with each of the following statements?

1. My company is well-prepared to handle my retirement

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

947 511 436 475 377 94 694 137 116 497 72 75 91 211 379 568 671 275 947 - 175 203 374 19463% 65% 61% 62% 65% 60% 66% 65% 50% 68% 52% 58% 57% 62% 66% 61% 65% 58% 100% - 61% 61% 69% 58%

I I KM R T X

TOP 2 BOX (NET)

385 200 185 178 166 42 275 46 65 187 36 31 45 86 155 230 254 131 385 - 71 77 156 8226% 26% 26% 23% 29% 26% 26% 22% 28% 25% 26% 24% 28% 25% 27% 25% 25% 28% 41% - 25% 23% 29% 25%

T

Strongly agree

562 311 251 297 212 53 419 91 51 311 35 45 46 125 224 338 417 144 562 - 104 127 219 11237% 40% 35% 39% 37% 33% 40% 43% 22% 42% 26% 34% 29% 37% 39% 37% 41% 30% 59% - 36% 38% 40% 34%

I I KM K R T

Somewhat agree

553 273 281 289 201 64 361 75 117 236 67 54 69 127 197 356 354 199 - 553 113 129 171 14037% 35% 39% 38% 35% 40% 34% 35% 50% 32% 48% 42% 43% 38% 34% 39% 35% 42% - 100% 39% 39% 31% 42%

GH J J Q S W

BOTTOM 2 BOX (NET)

361 182 179 183 138 40 256 44 61 158 37 33 52 81 121 240 241 120 - 361 69 96 104 9124% 23% 25% 24% 24% 25% 24% 21% 26% 22% 27% 26% 32% 24% 21% 26% 23% 25% - 65% 24% 29% 19% 27%

J S W W

Somewhat disagree

192 91 102 106 63 24 105 32 56 78 30 21 17 46 76 117 113 79 - 192 43 33 67 4913% 12% 14% 14% 11% 15% 10% 15% 24% 11% 22% 16% 11% 14% 13% 13% 11% 17% - 35% 15% 10% 12% 15%

G JM Q S

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 50P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 50Q1025. How much do you agree or disagree with each of the following statements?

2. My company has an adequate successor in place for my role when I retire

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

656 379 277 361 238 57 469 95 91 326 56 57 74 143 261 394 468 188 571 85 119 131 264 14144% 48% 39% 47% 41% 36% 45% 45% 39% 44% 40% 44% 46% 42% 45% 43% 46% 40% 60% 15% 41% 39% 48% 42%

C F T V

TOP 2 BOX (NET)

208 124 85 122 75 12 151 27 31 103 22 27 21 35 81 128 158 50 187 21 27 51 83 4814% 16% 12% 16% 13% 7% 14% 13% 13% 14% 16% 21% 13% 10% 14% 14% 15% 11% 20% 4% 9% 15% 15% 14%

F N R T U

Strongly agree

447 255 193 239 163 45 319 69 60 223 34 30 52 108 181 267 310 138 384 63 93 80 181 9330% 33% 27% 31% 28% 29% 30% 32% 26% 30% 24% 23% 33% 32% 31% 29% 30% 29% 41% 11% 32% 24% 33% 28%

T V

Somewhat agree

844 405 439 403 340 101 585 117 142 407 83 73 86 196 315 530 558 287 376 469 168 201 282 19356% 52% 61% 53% 59% 64% 55% 55% 61% 56% 60% 56% 54% 58% 55% 57% 54% 60% 40% 85% 59% 61% 52% 58%

B D S W

BOTTOM 2 BOX (NET)

424 206 218 212 161 50 310 66 47 206 40 28 49 100 162 261 298 125 221 202 85 101 139 9828% 26% 30% 28% 28% 32% 29% 31% 20% 28% 29% 21% 31% 30% 28% 28% 29% 26% 23% 37% 30% 30% 26% 29%

I I S

Somewhat disagree

421 199 221 191 179 51 275 51 95 201 43 45 37 95 152 268 259 161 155 266 83 100 143 9528% 25% 31% 25% 31% 32% 26% 24% 41% 27% 31% 35% 23% 28% 26% 29% 25% 34% 16% 48% 29% 30% 26% 28%

D GH Q S

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 51P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 51Q1025. How much do you agree or disagree with each of the following statements?

3. There are certain benefits my company offers its active employees that prevent me from retiring

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

617 313 305 343 223 52 494 67 56 316 55 44 65 137 226 391 464 153 406 211 114 118 225 16141% 40% 43% 45% 39% 33% 47% 32% 24% 43% 39% 34% 41% 41% 39% 42% 45% 32% 43% 38% 40% 36% 41% 48%

F HI R V

TOP 2 BOX (NET)

168 73 96 88 70 10 133 18 18 77 16 15 19 41 65 104 137 32 116 53 30 34 55 4911% 9% 13% 12% 12% 6% 13% 8% 8% 11% 12% 12% 12% 12% 11% 11% 13% 7% 12% 10% 10% 10% 10% 15%

B R

Strongly agree

449 240 209 255 153 42 362 49 38 239 38 29 46 97 162 287 328 122 291 159 84 84 169 11130% 31% 29% 33% 26% 26% 34% 23% 17% 33% 28% 22% 29% 29% 28% 31% 32% 26% 31% 29% 29% 25% 31% 33%

E HI R

Somewhat agree

883 471 412 421 355 107 561 145 177 417 84 85 94 201 350 533 561 322 541 342 173 214 321 17459% 60% 57% 55% 61% 67% 53% 68% 76% 57% 61% 66% 59% 59% 61% 58% 55% 68% 57% 62% 60% 64% 59% 52%

D G G Q X

BOTTOM 2 BOX (NET)

401 227 174 206 154 40 285 56 61 189 37 32 49 95 142 259 267 134 238 163 80 96 142 8327% 29% 24% 27% 27% 25% 27% 26% 26% 26% 27% 24% 31% 28% 25% 28% 26% 28% 25% 29% 28% 29% 26% 25%

Somewhat disagree

482 244 237 215 200 66 276 90 116 228 47 54 46 107 208 274 294 188 303 179 93 118 179 9132% 31% 33% 28% 35% 42% 26% 42% 50% 31% 34% 41% 29% 32% 36% 30% 29% 40% 32% 32% 32% 36% 33% 27%

D D G G P Q

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 52P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 52Q1025. How much do you agree or disagree with each of the following statements?

4. I wish my company offered more help for transitioning to retirement

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

816 421 396 443 316 58 631 93 92 413 79 49 80 195 321 495 585 231 523 294 144 163 327 18254% 54% 55% 58% 55% 36% 60% 44% 40% 56% 57% 38% 50% 58% 56% 54% 57% 49% 55% 53% 50% 49% 60% 54%

F F HI L L L R UV

TOP 2 BOX (NET)

234 106 128 125 94 14 182 28 24 108 32 17 22 56 103 130 178 55 141 93 34 55 104 4116% 14% 18% 16% 16% 9% 17% 13% 10% 15% 23% 13% 14% 16% 18% 14% 17% 12% 15% 17% 12% 17% 19% 12%

I J R UX

Strongly agree

582 315 268 317 222 43 449 65 69 306 47 32 59 139 218 364 407 176 382 201 109 108 223 14139% 40% 37% 42% 38% 27% 43% 31% 30% 42% 34% 25% 37% 41% 38% 39% 40% 37% 40% 36% 38% 33% 41% 42%

F F HI L L V

Somewhat agree

684 363 321 321 262 101 424 119 140 320 60 81 79 144 255 429 440 243 424 259 144 169 219 15246% 46% 45% 42% 45% 64% 40% 56% 60% 44% 43% 62% 50% 42% 44% 46% 43% 51% 45% 47% 50% 51% 40% 46%

DE G G JKN Q W W

BOTTOM 2 BOX (NET)

404 230 174 195 168 41 284 62 58 204 41 41 37 80 141 262 270 133 250 153 81 102 125 9627% 29% 24% 26% 29% 26% 27% 29% 25% 28% 30% 32% 23% 24% 25% 28% 26% 28% 26% 28% 28% 31% 23% 29%

W

Somewhat disagree

280 133 147 126 94 60 140 58 83 116 18 40 42 64 113 167 170 110 174 106 62 67 94 5719% 17% 21% 16% 16% 38% 13% 27% 35% 16% 13% 31% 26% 19% 20% 18% 17% 23% 18% 19% 22% 20% 17% 17%

DE G G JKN JK Q

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 53P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 53Q1025. How much do you agree or disagree with each of the following statements?

5. I am hesitant to mentor younger employees because I may lose my job after sharing what I know with them

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

305 165 140 176 104 24 216 37 52 115 42 21 44 83 135 169 200 105 197 108 60 52 124 6820% 21% 19% 23% 18% 15% 20% 17% 22% 16% 30% 16% 27% 25% 23% 18% 19% 22% 21% 19% 21% 16% 23% 20%

JL J J P V

TOP 2 BOX (NET)

85 50 35 44 32 10 61 13 12 30 11 6 12 26 45 40 47 38 55 31 17 16 29 236% 6% 5% 6% 6% 6% 6% 6% 5% 4% 8% 4% 7% 8% 8% 4% 5% 8% 6% 6% 6% 5% 5% 7%

J P Q

Strongly agree

219 115 104 132 72 15 156 24 40 84 31 15 32 57 90 129 152 67 142 77 43 37 95 4515% 15% 15% 17% 12% 9% 15% 11% 17% 12% 22% 12% 20% 17% 16% 14% 15% 14% 15% 14% 15% 11% 17% 13%

E J J V

Somewhat agree

1195 618 577 588 474 134 839 176 181 618 97 109 116 255 441 755 825 370 750 445 228 280 422 26680% 79% 81% 77% 82% 85% 80% 83% 78% 84% 70% 84% 73% 75% 77% 82% 81% 78% 79% 81% 79% 84% 77% 80%

KMN K O W

BOTTOM 2 BOX (NET)

392 203 188 212 150 29 282 64 46 200 37 25 43 87 150 242 260 131 225 166 85 87 139 8026% 26% 26% 28% 26% 19% 27% 30% 20% 27% 27% 19% 27% 26% 26% 26% 25% 28% 24% 30% 30% 26% 26% 24%

S

Somewhat disagree

804 415 388 375 324 104 557 112 134 419 59 84 73 168 291 513 565 239 525 279 142 193 282 18654% 53% 54% 49% 56% 66% 53% 53% 58% 57% 43% 65% 46% 50% 51% 55% 55% 50% 55% 50% 50% 58% 52% 56%

D D KM KMN

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 54P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 54Q1025. How much do you agree or disagree with each of the following statements?

6. The generations after me will work just as hard as I’ve worked

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

781 418 364 412 292 77 560 107 114 383 61 71 96 170 302 479 555 226 584 197 152 166 285 17752% 53% 51% 54% 51% 49% 53% 51% 49% 52% 44% 55% 60% 50% 52% 52% 54% 48% 62% 36% 53% 50% 52% 53%

K T

TOP 2 BOX (NET)

254 133 121 131 98 25 178 33 42 116 21 33 37 47 95 159 191 63 203 51 44 59 93 5817% 17% 17% 17% 17% 16% 17% 16% 18% 16% 15% 25% 23% 14% 17% 17% 19% 13% 21% 9% 15% 18% 17% 17%

JN N R T

Strongly agree

527 285 243 281 194 53 382 74 72 267 41 38 59 122 207 320 365 163 381 146 108 107 193 11935% 36% 34% 37% 33% 33% 36% 35% 31% 36% 29% 30% 37% 36% 36% 35% 36% 34% 40% 26% 38% 32% 35% 36%

T

Somewhat agree

719 366 353 352 286 81 495 105 119 350 78 58 64 169 274 445 470 249 363 356 135 166 260 15848% 47% 49% 46% 49% 51% 47% 49% 51% 48% 56% 45% 40% 50% 48% 48% 46% 52% 38% 64% 47% 50% 48% 47%

M S

BOTTOM 2 BOX (NET)

464 235 229 228 193 43 330 66 68 241 54 30 44 94 173 291 320 144 255 209 91 105 161 10831% 30% 32% 30% 33% 27% 31% 31% 29% 33% 39% 23% 27% 28% 30% 31% 31% 30% 27% 38% 32% 32% 29% 32%

LN S

Somewhat disagree

255 131 124 124 93 38 165 39 50 109 23 28 20 74 101 154 150 105 108 147 45 61 100 5017% 17% 17% 16% 16% 24% 16% 18% 22% 15% 17% 22% 13% 22% 18% 17% 15% 22% 11% 27% 16% 18% 18% 15%

JM Q S

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 55P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 55Q1025. How much do you agree or disagree with each of the following statements?

7. Before they retired, the generation before me did a good job transferring their knowledge to the workers of my generation

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

993 496 497 524 380 89 718 142 133 495 93 80 106 219 394 599 692 301 708 285 181 221 383 20866% 63% 69% 69% 66% 56% 68% 67% 57% 68% 67% 61% 67% 65% 68% 65% 67% 63% 75% 52% 63% 66% 70% 62%

B F I T X

TOP 2 BOX (NET)

265 119 146 137 105 23 178 43 44 126 31 20 32 56 106 159 193 72 199 66 46 65 95 5918% 15% 20% 18% 18% 15% 17% 20% 19% 17% 22% 16% 20% 16% 18% 17% 19% 15% 21% 12% 16% 19% 17% 18%

B T

Strongly agree

728 377 351 387 275 66 540 99 89 370 62 59 74 163 288 440 499 229 509 219 135 156 289 14849% 48% 49% 51% 48% 42% 51% 46% 38% 50% 45% 46% 46% 48% 50% 48% 49% 48% 54% 40% 47% 47% 53% 44%

I T X

Somewhat agree

507 288 219 240 198 69 337 70 100 238 46 50 53 120 182 325 333 174 239 268 106 112 162 12734% 37% 31% 31% 34% 44% 32% 33% 43% 32% 33% 39% 33% 35% 32% 35% 33% 37% 25% 48% 37% 34% 30% 38%

C D G S W

BOTTOM 2 BOX (NET)

349 217 133 171 136 42 246 50 54 177 33 30 36 73 121 228 238 112 181 168 70 81 113 8623% 28% 19% 22% 24% 27% 23% 24% 23% 24% 24% 23% 23% 22% 21% 25% 23% 24% 19% 30% 24% 24% 21% 26%

C S

Somewhat disagree

157 71 86 69 61 27 91 20 46 61 13 20 17 47 61 97 96 62 58 99 36 31 50 4110% 9% 12% 9% 11% 17% 9% 10% 20% 8% 9% 15% 11% 14% 11% 10% 9% 13% 6% 18% 12% 9% 9% 12%

D GH J J S

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 56Q1025. How much do you agree or disagree with each of the following statements?

8. I am willing to be a mentor to the next generation of workers

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1218 639 578 618 476 123 872 180 166 600 118 112 128 259 463 755 891 327 811 407 227 266 454 27281% 82% 81% 81% 82% 78% 83% 85% 71% 82% 85% 87% 80% 77% 80% 82% 87% 69% 86% 74% 79% 80% 83% 81%

I I R T

TOP 2 BOX (NET)

531 277 254 278 191 61 396 66 69 275 40 57 52 107 190 341 423 108 365 167 97 120 196 11835% 35% 35% 36% 33% 39% 37% 31% 30% 38% 28% 44% 33% 32% 33% 37% 41% 23% 38% 30% 34% 36% 36% 35%

KN R T

Strongly agree

687 362 324 340 285 62 476 113 97 325 78 55 76 152 272 414 469 218 446 240 130 145 258 15346% 46% 45% 45% 49% 39% 45% 53% 42% 44% 56% 42% 48% 45% 47% 45% 46% 46% 47% 43% 45% 44% 47% 46%

I J

Somewhat agree

282 144 138 146 102 35 183 32 67 133 21 17 32 79 113 169 134 148 136 146 61 67 92 6319% 18% 19% 19% 18% 22% 17% 15% 29% 18% 15% 13% 20% 23% 20% 18% 13% 31% 14% 26% 21% 20% 17% 19%

GH Q S

BOTTOM 2 BOX (NET)

156 87 69 84 54 17 113 15 28 72 13 4 19 47 62 93 78 78 83 73 40 27 53 3610% 11% 10% 11% 9% 11% 11% 7% 12% 10% 9% 3% 12% 14% 11% 10% 8% 16% 9% 13% 14% 8% 10% 11%

L L L Q S

Somewhat disagree

127 57 69 61 48 18 71 17 39 61 8 13 13 32 51 75 57 70 53 73 20 40 39 278% 7% 10% 8% 8% 11% 7% 8% 17% 8% 6% 10% 8% 9% 9% 8% 6% 15% 6% 13% 7% 12% 7% 8%

GH Q S

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 57Q1025. How much do you agree or disagree with each of the following statements?

9. The processes at my job change so often that my knowledge and experience in my role will be irrelevant by the time I retire

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

500 260 239 277 189 34 358 58 84 217 52 34 59 137 211 289 321 179 361 139 100 100 200 10033% 33% 33% 36% 33% 21% 34% 27% 36% 30% 38% 26% 37% 41% 37% 31% 31% 38% 38% 25% 35% 30% 37% 30%

F F JL Q T

TOP 2 BOX (NET)

104 45 59 60 41 3 69 14 21 44 17 6 10 26 48 55 66 38 79 25 22 15 47 207% 6% 8% 8% 7% 2% 7% 7% 9% 6% 12% 5% 6% 8% 8% 6% 6% 8% 8% 4% 8% 4% 9% 6%

F F J T

Strongly agree

396 215 181 217 148 31 290 44 63 173 36 28 49 111 163 233 255 141 282 114 78 85 153 8026% 27% 25% 28% 26% 20% 27% 21% 27% 24% 26% 21% 31% 33% 28% 25% 25% 30% 30% 21% 27% 26% 28% 24%

JL T

Somewhat agree

1000 523 477 487 389 124 696 155 149 516 86 96 101 201 365 635 705 296 586 414 187 232 345 23567% 67% 67% 64% 67% 79% 66% 73% 64% 70% 62% 74% 63% 59% 63% 69% 69% 62% 62% 75% 65% 70% 63% 70%

DE N N R S

BOTTOM 2 BOX (NET)

533 268 265 271 199 63 384 93 55 286 49 37 50 111 198 335 372 161 310 224 90 135 196 11236% 34% 37% 36% 34% 40% 36% 44% 24% 39% 35% 29% 31% 33% 34% 36% 36% 34% 33% 40% 31% 41% 36% 33%

I I S

Somewhat disagree

467 255 212 216 190 61 312 61 94 231 37 58 51 90 166 301 332 135 276 191 97 97 149 12331% 33% 30% 28% 33% 39% 30% 29% 40% 31% 27% 45% 32% 27% 29% 33% 32% 28% 29% 34% 34% 29% 27% 37%

D GH JKN W

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 58Q1025. How much do you agree or disagree with each of the following statements?

10. My company may lose key client relationships if I retire

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

452 266 186 232 174 45 309 51 92 203 36 47 59 107 147 305 322 129 246 206 89 93 164 10630% 34% 26% 30% 30% 28% 29% 24% 39% 28% 26% 36% 37% 32% 26% 33% 31% 27% 26% 37% 31% 28% 30% 32%

C GH O S

TOP 2 BOX (NET)

142 77 65 66 57 19 92 18 32 62 8 15 19 38 47 95 98 44 71 71 30 38 45 309% 10% 9% 9% 10% 12% 9% 9% 14% 8% 6% 12% 12% 11% 8% 10% 10% 9% 7% 13% 10% 11% 8% 9%

S

Strongly agree

310 189 121 166 117 26 217 33 60 141 28 32 39 69 100 209 224 86 175 135 59 55 119 7621% 24% 17% 22% 20% 17% 21% 15% 26% 19% 20% 25% 25% 20% 17% 23% 22% 18% 18% 24% 21% 17% 22% 23%

C H O S

Somewhat agree

1048 518 531 532 403 113 746 161 141 530 103 83 101 231 429 619 703 345 701 347 198 239 382 22870% 66% 74% 70% 70% 72% 71% 76% 61% 72% 74% 64% 63% 68% 74% 67% 69% 73% 74% 63% 69% 72% 70% 68%

B I I P T

BOTTOM 2 BOX (NET)

428 243 184 223 167 37 323 59 45 214 38 34 43 98 165 262 291 137 250 178 80 99 146 10229% 31% 26% 29% 29% 23% 31% 28% 19% 29% 28% 26% 27% 29% 29% 28% 28% 29% 26% 32% 28% 30% 27% 30%

I

Somewhat disagree

621 274 346 308 236 76 423 102 96 316 65 48 58 134 264 357 412 209 451 169 118 140 236 12741% 35% 48% 40% 41% 48% 40% 48% 41% 43% 46% 37% 36% 40% 46% 39% 40% 44% 48% 31% 41% 42% 43% 38%

B P T

Strongly disagree

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 59Q1030. What would you like your employer to do to help you transition to retirement? Please select all that apply.

Base: Employed Full/Part Time

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1258 591 667 635 506 117 1034 224 - 637 125 79 120 297 593 665 891 367 824 434 257 254 468 278Unweighted Base1267 651 616 663 481 124* 1055 212 -** 667 113* 85* 117* 285 472 795 905 362 831 436 252 282 449 284Weighted Base

812 434 379 433 314 65 700 112 - 467 70 46 74 156 291 522 619 193 518 294 143 188 282 19964% 67% 61% 65% 65% 53% 66% 53% - 70% 62% 54% 63% 55% 62% 66% 68% 53% 62% 67% 57% 67% 63% 70%

F H LN R U

ANY (NET)

385 187 198 209 154 22 330 54 - 237 42 14 27 64 147 238 305 80 250 135 62 89 132 10230% 29% 32% 32% 32% 17% 31% 26% - 36% 37% 17% 23% 22% 31% 30% 34% 22% 30% 31% 24% 31% 29% 36%

F F LMN LN R U

Help me figure out what steps I need to take in order to retire (e.g., how much I need to make, the hours and number of years)

372 181 191 208 147 17 323 49 - 223 35 15 37 62 141 231 285 88 250 123 70 76 136 9029% 28% 31% 31% 31% 14% 31% 23% - 33% 31% 17% 32% 22% 30% 29% 31% 24% 30% 28% 28% 27% 30% 32%

F F LN R

Help me determine what Medicare will cover and what it won’t

302 158 144 148 119 35 274 28 - 164 31 22 19 66 101 201 242 59 177 125 61 72 98 7124% 24% 23% 22% 25% 28% 26% 13% - 25% 28% 26% 16% 23% 21% 25% 27% 16% 21% 29% 24% 26% 22% 25%

H R S

Help me transition to part-time

174 103 71 104 61 9 156 18 - 104 17 10 16 27 58 116 148 26 121 53 39 34 72 2914% 16% 11% 16% 13% 7% 15% 8% - 16% 15% 11% 14% 10% 12% 15% 16% 7% 15% 12% 16% 12% 16% 10%

H N R

Help me learn the impact of a major health problem on my finances

115 41 74 62 48 6 102 13 - 48 16 12 14 25 43 72 90 25 77 39 21 14 54 269% 6% 12% 9% 10% 5% 10% 6% - 7% 14% 14% 12% 9% 9% 9% 10% 7% 9% 9% 8% 5% 12% 9%

B J V

Help me transition into a different role in the company to do that

109 44 65 71 34 4 89 20 - 46 19 8 14 21 45 64 90 19 70 39 16 25 46 239% 7% 10% 11% 7% 3% 8% 9% - 7% 17% 10% 12% 7% 9% 8% 10% 5% 8% 9% 6% 9% 10% 8%

F JN R

Help me find employment in post-retirement

68 42 25 33 24 11 61 6 - 40 2 5 8 13 21 47 49 19 37 31 10 14 19 245% 7% 4% 5% 5% 9% 6% 3% - 6% 1% 6% 7% 5% 4% 6% 5% 5% 4% 7% 4% 5% 4% 9%

W

Something else (please specify)

455 217 237 229 167 59 355 100 - 200 44 39 43 129 181 273 286 169 313 142 109 93 167 8536% 33% 39% 35% 35% 47% 34% 47% - 30% 38% 46% 37% 45% 38% 34% 32% 47% 38% 33% 43% 33% 37% 30%

D G J J Q X

Not sure

1979 975 1005 1066 753 161 1690 289 - 1062 206 125 178 408 736 1244 1495 484 1294 686 388 416 723 451156% 150% 163% 161% 157% 130% 160% 136% - 159% 182% 147% 153% 143% 156% 156% 165% 134% 156% 157% 154% 148% 161% 159%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base; ** very small base (under 30) ineligible for sig testing

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19 Nov 2018Table 60Q1035. Does your organization offer ’semi-retirement’ (e.g., reduced hours, flexible work schedule) in order to postpone the

time to retirement for its employees?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

301 153 148 118 142 41 171 82 47 150 23 36 26 66 130 170 228 72 211 90 65 75 92 6920% 20% 21% 15% 25% 26% 16% 39% 20% 21% 16% 28% 16% 19% 23% 18% 22% 15% 22% 16% 23% 22% 17% 21%

D D GI M R T

Yes

791 446 345 426 280 85 577 68 147 407 77 71 90 145 277 514 529 262 481 310 136 175 308 17253% 57% 48% 56% 48% 54% 55% 32% 63% 56% 56% 55% 56% 43% 48% 56% 52% 55% 51% 56% 47% 53% 56% 51%

C E H H N N N O U

NO (NET)

77 48 29 50 23 5 62 6 9 45 8 5 11 7 30 47 55 22 46 31 12 11 41 135% 6% 4% 6% 4% 3% 6% 3% 4% 6% 6% 4% 7% 2% 5% 5% 5% 5% 5% 6% 4% 3% 8% 4%

N N V

No, not currently but they have in the past

97 54 43 58 34 6 77 8 12 49 7 17 9 15 23 74 83 14 61 36 15 24 43 156% 7% 6% 8% 6% 4% 7% 4% 5% 7% 5% 13% 6% 4% 4% 8% 8% 3% 6% 7% 5% 7% 8% 5%

N O R

No, not currently but they are planning to in the future

617 344 273 319 224 74 438 54 125 313 62 50 70 123 224 393 391 226 374 243 109 140 224 14441% 44% 38% 42% 39% 47% 41% 25% 54% 43% 44% 38% 44% 36% 39% 43% 38% 48% 39% 44% 38% 42% 41% 43%

H GH Q

No, never

408 184 223 220 156 32 307 62 39 176 39 22 44 128 168 240 268 140 255 153 86 83 145 9427% 24% 31% 29% 27% 20% 29% 29% 17% 24% 28% 17% 28% 38% 29% 26% 26% 30% 27% 28% 30% 25% 27% 28%

B I I JL

Not sure

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 61Q1040. Regardless of whether your company offers ’semi-retirement’ or not, if you had an opportunity to ’semi-retire’ by doing

each of the following, how likely would you be to do it?

SUMMARY OF TOP 2 BOX

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1074 529 545 545 416 112 741 168 165 508 103 97 108 257 441 632 759 315 681 392 205 229 394 24572% 68% 76% 71% 72% 71% 70% 79% 71% 69% 74% 75% 68% 76% 77% 68% 74% 66% 72% 71% 72% 69% 72% 73%

B G P R

Having a flexible workschedule

871 440 431 438 341 92 600 144 127 415 77 81 80 219 339 532 629 241 555 316 168 193 310 19958% 56% 60% 57% 59% 58% 57% 68% 55% 57% 55% 62% 50% 65% 59% 58% 61% 51% 59% 57% 58% 58% 57% 60%

GI JM R

Working reduced hourswith reduced benefits

833 456 377 442 311 80 593 105 135 403 80 73 94 183 300 534 619 214 536 297 145 168 331 19056% 58% 53% 58% 54% 51% 56% 50% 58% 55% 58% 56% 59% 54% 52% 58% 60% 45% 57% 54% 50% 51% 61% 57%

R UV

Transitioning to more of aconsulting role

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 62Q1040. Regardless of whether your company offers ’semi-retirement’ or not, if you had an opportunity to ’semi-retire’ by doing

each of the following, how likely would you be to do it?

SUMMARY OF BOTTOM 2 BOX

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

667 327 340 322 267 78 462 107 98 331 59 56 66 156 276 390 406 261 410 256 143 164 215 14544% 42% 47% 42% 46% 49% 44% 50% 42% 45% 42% 44% 41% 46% 48% 42% 40% 55% 43% 46% 50% 49% 39% 43%

Q W W

Transitioning to more of aconsulting role

629 343 286 326 237 67 455 68 106 319 62 49 80 120 237 392 396 233 392 237 119 139 235 13542% 44% 40% 43% 41% 42% 43% 32% 45% 43% 45% 38% 50% 35% 41% 42% 39% 49% 41% 43% 42% 42% 43% 40%

H H N N Q

Working reduced hourswith reduced benefits

426 254 172 219 162 46 314 44 68 225 36 32 51 82 135 292 266 160 265 161 82 103 152 9028% 32% 24% 29% 28% 29% 30% 21% 29% 31% 26% 25% 32% 24% 23% 32% 26% 34% 28% 29% 28% 31% 28% 27%

C H O Q

Having a flexible workschedule

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 63Q1040. Regardless of whether your company offers ’semi-retirement’ or not, if you had an opportunity to ’semi-retire’ by doing

each of the following, how likely would you be to do it?

1. Working reduced hours with reduced benefits

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

871 440 431 438 341 92 600 144 127 415 77 81 80 219 339 532 629 241 555 316 168 193 310 19958% 56% 60% 57% 59% 58% 57% 68% 55% 57% 55% 62% 50% 65% 59% 58% 61% 51% 59% 57% 58% 58% 57% 60%

GI JM R

TOP 2 BOX (NET)

322 140 183 162 124 36 205 79 38 148 26 41 25 82 129 193 243 79 223 100 64 74 112 7221% 18% 25% 21% 22% 23% 19% 37% 16% 20% 18% 31% 16% 24% 22% 21% 24% 17% 24% 18% 22% 22% 21% 22%

B GI JKM R T

Very likely

549 300 248 276 217 56 395 64 89 266 51 40 54 136 210 338 386 163 332 216 103 120 198 12737% 38% 35% 36% 38% 35% 37% 30% 38% 36% 37% 31% 34% 40% 36% 37% 38% 34% 35% 39% 36% 36% 36% 38%

Somewhat likely

629 343 286 326 237 67 455 68 106 319 62 49 80 120 237 392 396 233 392 237 119 139 235 13542% 44% 40% 43% 41% 42% 43% 32% 45% 43% 45% 38% 50% 35% 41% 42% 39% 49% 41% 43% 42% 42% 43% 40%

H H N N Q

BOTTOM 2 BOX (NET)

304 169 135 157 112 35 231 40 34 148 27 19 43 67 123 181 193 111 193 112 56 62 126 5920% 22% 19% 21% 19% 22% 22% 19% 15% 20% 19% 15% 27% 20% 21% 20% 19% 23% 20% 20% 20% 19% 23% 18%

I L

Not very likely

325 174 150 169 125 31 224 29 72 170 35 30 37 53 113 211 202 122 199 126 63 77 109 7622% 22% 21% 22% 22% 20% 21% 14% 31% 23% 25% 23% 23% 16% 20% 23% 20% 26% 21% 23% 22% 23% 20% 23%

H GH N N Q

Not at likely

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 64Q1040. Regardless of whether your company offers ’semi-retirement’ or not, if you had an opportunity to ’semi-retire’ by doing

each of the following, how likely would you be to do it?

2. Having a flexible work schedule

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1074 529 545 545 416 112 741 168 165 508 103 97 108 257 441 632 759 315 681 392 205 229 394 24572% 68% 76% 71% 72% 71% 70% 79% 71% 69% 74% 75% 68% 76% 77% 68% 74% 66% 72% 71% 72% 69% 72% 73%

B G P R

TOP 2 BOX (NET)

521 230 292 271 197 54 340 111 71 234 48 66 40 134 223 298 378 143 331 191 106 121 185 10935% 29% 41% 35% 34% 34% 32% 52% 30% 32% 34% 51% 25% 40% 39% 32% 37% 30% 35% 34% 37% 37% 34% 33%

B GI JKM JM P R

Very likely

552 299 253 275 219 58 401 58 94 274 56 31 68 123 218 334 381 171 351 201 99 108 209 13637% 38% 35% 36% 38% 37% 38% 27% 40% 37% 40% 24% 43% 36% 38% 36% 37% 36% 37% 36% 35% 32% 38% 41%

H H L L L L

Somewhat likely

426 254 172 219 162 46 314 44 68 225 36 32 51 82 135 292 266 160 265 161 82 103 152 9028% 32% 24% 29% 28% 29% 30% 21% 29% 31% 26% 25% 32% 24% 23% 32% 26% 34% 28% 29% 28% 31% 28% 27%

C H O Q

BOTTOM 2 BOX (NET)

190 114 76 113 63 14 139 21 30 97 14 14 29 36 60 129 117 72 109 80 35 37 77 4013% 15% 11% 15% 11% 9% 13% 10% 13% 13% 10% 11% 18% 11% 10% 14% 11% 15% 12% 15% 12% 11% 14% 12%

Not very likely

237 141 96 106 99 32 175 23 39 128 22 18 23 46 74 162 149 88 156 81 47 66 74 5016% 18% 13% 14% 17% 20% 17% 11% 17% 18% 16% 14% 14% 14% 13% 18% 15% 18% 16% 15% 16% 20% 14% 15%

O

Not at likely

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 65Q1040. Regardless of whether your company offers ’semi-retirement’ or not, if you had an opportunity to ’semi-retire’ by doing

each of the following, how likely would you be to do it?

3. Transitioning to more of a consulting role

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

833 456 377 442 311 80 593 105 135 403 80 73 94 183 300 534 619 214 536 297 145 168 331 19056% 58% 53% 58% 54% 51% 56% 50% 58% 55% 58% 56% 59% 54% 52% 58% 60% 45% 57% 54% 50% 51% 61% 57%

R UV

TOP 2 BOX (NET)

322 167 156 171 116 36 224 44 54 153 24 43 29 73 108 215 251 72 211 112 53 69 126 7521% 21% 22% 22% 20% 23% 21% 21% 23% 21% 17% 33% 18% 22% 19% 23% 24% 15% 22% 20% 19% 21% 23% 22%

JKMN R

Very likely

511 290 221 271 195 45 369 61 81 250 56 30 65 110 192 319 368 143 326 185 91 99 205 11634% 37% 31% 35% 34% 28% 35% 29% 35% 34% 41% 23% 40% 33% 33% 35% 36% 30% 34% 33% 32% 30% 38% 35%

C L L L

Somewhat likely

667 327 340 322 267 78 462 107 98 331 59 56 66 156 276 390 406 261 410 256 143 164 215 14544% 42% 47% 42% 46% 49% 44% 50% 42% 45% 42% 44% 41% 46% 48% 42% 40% 55% 43% 46% 50% 49% 39% 43%

Q W W

BOTTOM 2 BOX (NET)

305 164 141 145 119 41 219 43 42 142 18 30 34 82 125 180 187 118 181 124 59 79 102 6520% 21% 20% 19% 21% 26% 21% 20% 18% 19% 13% 23% 21% 24% 22% 19% 18% 25% 19% 22% 21% 24% 19% 19%

K Q

Not very likely

362 163 199 177 148 37 243 64 56 189 41 27 32 74 152 210 219 143 229 133 84 86 113 8024% 21% 28% 23% 26% 23% 23% 30% 24% 26% 29% 21% 20% 22% 26% 23% 21% 30% 24% 24% 29% 26% 21% 24%

B Q W

Not at likely

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 66Q1045. Has your employer ever brought back any former employees who are now retired to your company for any of the following

reasons? Please select all that apply.

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

556 304 253 293 196 68 444 61 52 287 44 51 53 122 171 386 439 117 376 181 111 134 195 11737% 39% 35% 38% 34% 43% 42% 29% 22% 39% 31% 39% 33% 36% 30% 42% 43% 25% 40% 33% 39% 40% 36% 35%

HI O R T

YES (NET)

366 218 147 191 127 48 300 36 29 209 25 30 27 75 90 276 294 71 250 115 80 91 114 8124% 28% 21% 25% 22% 30% 28% 17% 13% 29% 18% 23% 17% 22% 16% 30% 29% 15% 26% 21% 28% 27% 21% 24%

C HI KM O R T

Yes, to be a knowledge expert

161 90 71 78 59 24 121 15 25 65 18 21 23 33 63 99 131 31 113 48 23 41 63 3311% 11% 10% 10% 10% 15% 11% 7% 11% 9% 13% 17% 15% 10% 11% 11% 13% 6% 12% 9% 8% 12% 12% 10%

J R

Yes, to act as a mentor to current employees

128 78 50 70 41 17 104 11 12 65 8 14 14 26 38 90 101 27 84 44 20 26 46 369% 10% 7% 9% 7% 11% 10% 5% 5% 9% 6% 11% 9% 8% 7% 10% 10% 6% 9% 8% 7% 8% 8% 11%

R

Yes, to handle key client relationships

98 45 53 36 39 23 76 14 8 48 11 7 3 29 31 67 67 32 52 46 17 21 31 297% 6% 7% 5% 7% 15% 7% 6% 4% 7% 8% 6% 2% 9% 5% 7% 6% 7% 6% 8% 6% 6% 6% 9%

DE M M

Yes, other reason (please specify)

944 480 464 471 382 90 611 151 181 446 95 79 107 216 405 538 586 357 571 372 176 199 351 21863% 61% 65% 62% 66% 57% 58% 71% 78% 61% 69% 61% 67% 64% 70% 58% 57% 75% 60% 67% 61% 60% 64% 65%

G G P Q S

No

1696 911 785 847 648 202 1212 228 257 834 156 152 174 380 627 1070 1179 517 1071 626 317 378 605 397113% 116% 110% 111% 112% 127% 115% 107% 110% 114% 113% 117% 109% 112% 109% 116% 115% 109% 113% 113% 110% 114% 111% 119%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 67Q1115. How confident are you that the following workers will be prepared to take your place at the organization in the future when you retire?

SUMMARY OF TOP 2 BOX

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1192 606 586 599 471 122 859 174 158 617 103 97 117 259 459 733 855 337 819 373 219 260 439 27379% 77% 82% 78% 82% 77% 81% 82% 68% 84% 74% 75% 74% 76% 80% 79% 83% 71% 87% 67% 76% 78% 80% 82%

I I KLMN R T

Generation X (ages39-53)

812 404 409 424 311 77 566 126 121 416 72 65 75 184 327 485 584 228 601 211 143 186 297 18654% 52% 57% 56% 54% 49% 54% 59% 52% 57% 52% 50% 47% 54% 57% 52% 57% 48% 64% 38% 50% 56% 54% 56%

R T

Millennials (ages 24-38)

512 257 255 270 190 52 362 78 72 255 44 39 50 124 210 302 362 151 395 118 92 126 184 11134% 33% 36% 35% 33% 33% 34% 37% 31% 35% 32% 30% 32% 37% 37% 33% 35% 32% 42% 21% 32% 38% 34% 33%

T

Generation Z (ages 18-23)

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 68Q1115. How confident are you that the following workers will be prepared to take your place at the organization in the future when you retire?

SUMMARY OF BOTTOM 2 BOX

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

308 177 131 165 107 36 195 38 75 117 36 33 42 80 117 191 170 138 127 181 68 72 107 6121% 23% 18% 22% 18% 23% 19% 18% 32% 16% 26% 25% 26% 24% 20% 21% 17% 29% 13% 33% 24% 22% 20% 18%

GH J J J J Q S

Generation X (ages39-53)

688 380 308 340 267 81 489 86 112 317 67 64 85 155 249 439 441 247 345 342 144 146 249 14946% 48% 43% 44% 46% 51% 46% 41% 48% 43% 48% 50% 53% 46% 43% 48% 43% 52% 36% 62% 50% 44% 46% 44%

Q S

Millennials (ages 24-38)

988 526 461 494 388 106 693 134 161 479 95 90 109 215 366 622 663 324 552 435 195 207 362 22466% 67% 64% 65% 67% 67% 66% 63% 69% 65% 68% 70% 68% 63% 63% 67% 65% 68% 58% 79% 68% 62% 66% 67%

S

Generation Z (ages 18-23)

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 69Q1115. How confident are you that the following workers will be prepared to take your place at the organization in the future

when you retire?

1. Generation X (ages 39-53)

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1192 606 586 599 471 122 859 174 158 617 103 97 117 259 459 733 855 337 819 373 219 260 439 27379% 77% 82% 78% 82% 77% 81% 82% 68% 84% 74% 75% 74% 76% 80% 79% 83% 71% 87% 67% 76% 78% 80% 82%

I I KLMN R T

TOP 2 BOX (NET)

451 207 244 227 176 48 323 67 60 227 35 42 49 99 183 268 326 125 362 89 64 111 169 10830% 26% 34% 30% 30% 31% 31% 32% 26% 31% 25% 32% 31% 29% 32% 29% 32% 26% 38% 16% 22% 33% 31% 32%

B T U U U

Very confident

741 399 342 372 295 74 536 107 98 390 68 55 69 160 276 465 529 212 457 284 155 150 270 16649% 51% 48% 49% 51% 47% 51% 50% 42% 53% 49% 42% 43% 47% 48% 50% 52% 45% 48% 51% 54% 45% 50% 50%

I R

Somewhat confident

308 177 131 165 107 36 195 38 75 117 36 33 42 80 117 191 170 138 127 181 68 72 107 6121% 23% 18% 22% 18% 23% 19% 18% 32% 16% 26% 25% 26% 24% 20% 21% 17% 29% 13% 33% 24% 22% 20% 18%

GH J J J J Q S

BOTTOM 2 BOX (NET)

194 105 89 107 66 21 145 22 27 76 21 22 28 48 64 130 118 76 89 105 45 43 71 3413% 13% 12% 14% 11% 13% 14% 10% 12% 10% 15% 17% 17% 14% 11% 14% 11% 16% 9% 19% 16% 13% 13% 10%

J S

Not very confident

114 73 42 58 41 16 51 16 48 41 15 11 15 32 52 62 52 62 39 75 23 29 36 278% 9% 6% 8% 7% 10% 5% 7% 21% 6% 11% 9% 9% 10% 9% 7% 5% 13% 4% 14% 8% 9% 7% 8%

C GH Q S

Not at all confident

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 70Q1115. How confident are you that the following workers will be prepared to take your place at the organization in the future

when you retire?

2. Millennials (ages 24-38)

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

812 404 409 424 311 77 566 126 121 416 72 65 75 184 327 485 584 228 601 211 143 186 297 18654% 52% 57% 56% 54% 49% 54% 59% 52% 57% 52% 50% 47% 54% 57% 52% 57% 48% 64% 38% 50% 56% 54% 56%

R T

TOP 2 BOX (NET)

263 118 146 125 105 33 181 40 43 123 25 28 32 56 111 153 184 79 220 43 44 61 96 6218% 15% 20% 16% 18% 21% 17% 19% 18% 17% 18% 22% 20% 16% 19% 17% 18% 17% 23% 8% 15% 18% 18% 19%

B T

Very confident

549 286 263 299 206 44 385 86 78 293 48 37 43 128 217 332 400 149 381 168 100 125 200 12437% 37% 37% 39% 36% 28% 36% 41% 34% 40% 34% 29% 27% 38% 38% 36% 39% 31% 40% 30% 35% 38% 37% 37%

F LM R T

Somewhat confident

688 380 308 340 267 81 489 86 112 317 67 64 85 155 249 439 441 247 345 342 144 146 249 14946% 48% 43% 44% 46% 51% 46% 41% 48% 43% 48% 50% 53% 46% 43% 48% 43% 52% 36% 62% 50% 44% 46% 44%

Q S

BOTTOM 2 BOX (NET)

420 217 203 209 169 42 319 55 46 203 40 38 48 92 159 261 277 143 230 190 98 76 153 9228% 28% 28% 27% 29% 26% 30% 26% 20% 28% 29% 29% 30% 27% 28% 28% 27% 30% 24% 34% 34% 23% 28% 28%

I S V

Not very confident

268 162 105 130 98 39 170 31 66 114 27 27 37 63 89 179 164 104 115 152 46 69 96 5718% 21% 15% 17% 17% 25% 16% 15% 29% 16% 19% 21% 23% 19% 15% 19% 16% 22% 12% 28% 16% 21% 18% 17%

C GH Q S

Not at all confident

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 71Q1115. How confident are you that the following workers will be prepared to take your place at the organization in the future

when you retire?

3. Generation Z (ages 18-23)

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

512 257 255 270 190 52 362 78 72 255 44 39 50 124 210 302 362 151 395 118 92 126 184 11134% 33% 36% 35% 33% 33% 34% 37% 31% 35% 32% 30% 32% 37% 37% 33% 35% 32% 42% 21% 32% 38% 34% 33%

T

TOP 2 BOX (NET)

180 88 92 90 69 21 123 25 32 88 20 14 18 40 71 110 128 52 150 30 34 52 55 3912% 11% 13% 12% 12% 13% 12% 12% 14% 12% 14% 11% 11% 12% 12% 12% 13% 11% 16% 5% 12% 16% 10% 12%

T

Very confident

332 169 163 180 121 32 239 53 40 167 24 25 33 84 140 192 234 99 244 88 58 74 129 7222% 22% 23% 24% 21% 20% 23% 25% 17% 23% 18% 19% 20% 25% 24% 21% 23% 21% 26% 16% 20% 22% 24% 22%

T

Somewhat confident

988 526 461 494 388 106 693 134 161 479 95 90 109 215 366 622 663 324 552 435 195 207 362 22466% 67% 64% 65% 67% 67% 66% 63% 69% 65% 68% 70% 68% 63% 63% 67% 65% 68% 58% 79% 68% 62% 66% 67%

S

BOTTOM 2 BOX (NET)

477 233 244 241 196 41 339 68 71 233 50 44 51 99 187 290 331 146 295 182 96 103 172 10732% 30% 34% 31% 34% 26% 32% 32% 30% 32% 36% 34% 32% 29% 32% 31% 32% 31% 31% 33% 33% 31% 31% 32%

Not very confident

510 293 217 253 192 65 354 66 90 245 45 46 59 115 179 332 332 178 257 253 100 104 190 11734% 37% 30% 33% 33% 41% 34% 31% 39% 33% 32% 36% 37% 34% 31% 36% 32% 38% 27% 46% 35% 31% 35% 35%

C S

Not at all confident

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 72GENDER: Are you...?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

783 783 - 395 299 90 581 70 133 442 58 68 72 144 220 563 547 236 511 273 134 183 286 18052% 100% - 52% 52% 57% 55% 33% 57% 60% 42% 53% 45% 42% 38% 61% 53% 50% 54% 49% 47% 55% 53% 54%

C H H KMN O

Male

717 - 717 369 279 68 473 143 100 292 81 61 88 195 356 361 478 238 436 281 153 149 259 15448% - 100% 48% 48% 43% 45% 67% 43% 40% 58% 47% 55% 58% 62% 39% 47% 50% 46% 51% 53% 45% 47% 46%

B GI J J J P

Female

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 73AGE: What is your age?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

18-24

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

25-34

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

35-44

116 59 57 116 - - 92 8 16 58 14 11 18 16 47 69 71 45 72 44 19 20 49 278% 8% 8% 15% - - 9% 4% 7% 8% 10% 8% 11% 5% 8% 8% 7% 10% 8% 8% 6% 6% 9% 8%

EF N

45-54

1094 565 529 648 446 - 796 147 151 562 104 64 115 250 424 671 763 331 685 409 219 239 393 24373% 72% 74% 85% 77% - 75% 69% 65% 77% 75% 49% 72% 74% 74% 73% 74% 70% 72% 74% 76% 72% 72% 73%

EF F I L L L L

55-64

290 159 131 - 131 158 167 57 66 113 21 55 27 73 106 184 191 98 190 100 49 73 104 6419% 20% 18% - 23% 100% 16% 27% 28% 15% 15% 43% 17% 22% 18% 20% 19% 21% 20% 18% 17% 22% 19% 19%

D DE G G JKMN J

65+

60.3 60.4 60.2 56.6 62.7 69.5 59.8 61.6 61.3 60.0 58.9 62.5 60.1 60.7 60.1 60.4 60.2 60.5 60.3 60.2 60.3 60.6 59.9 60.6D DE G G K JKMN K

MEAN

4.66 4.66 4.66 1.67 2.18 1.37 4.38 5.07 5.12 4.18 4.68 5.71 4.73 4.88 4.67 4.66 4.59 4.82 4.64 4.71 4.45 4.72 4.68 4.74STD. DEV.0.12 0.17 0.17 0.06 0.09 0.11 0.14 0.34 0.33 0.16 0.38 0.50 0.37 0.26 0.17 0.17 0.14 0.22 0.15 0.20 0.26 0.27 0.20 0.26STD. ERR.

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 74EMPLOYMENT: Which of the following best describes your employment status?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

EMPLOYED (NET)

1055 581 473 579 390 86 1055 - - 585 92 72 90 215 334 721 793 262 694 361 201 231 379 24470% 74% 66% 76% 67% 54% 100% - - 80% 66% 56% 56% 63% 58% 78% 77% 55% 73% 65% 70% 70% 69% 73%

C EF F HI KLMN O R T

Employed full time

212 70 143 84 91 38 - 212 - 82 21 13 27 70 138 74 112 100 137 75 52 51 70 4014% 9% 20% 11% 16% 24% - 100% - 11% 15% 10% 17% 21% 24% 8% 11% 21% 14% 14% 18% 15% 13% 12%

B D D GI JL P Q

Employed part time

151 96 55 72 59 19 - - 151 39 21 33 28 30 45 106 82 69 69 82 27 31 58 3510% 12% 8% 9% 10% 12% - - 65% 5% 15% 25% 17% 9% 8% 11% 8% 15% 7% 15% 9% 9% 11% 11%

C GH J JN JN Q S

Self-employed full time

82 37 45 29 38 16 - - 82 27 4 12 15 24 59 23 38 44 47 35 8 20 39 155% 5% 6% 4% 7% 10% - - 35% 4% 3% 9% 10% 7% 10% 3% 4% 9% 5% 6% 3% 6% 7% 5%

D GH J J J P Q U

Self-employed part time

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

NOT EMPLOYED (NET)

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

Not employed, but looking for work

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

Not employed and not looking for work

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

Not employed, unable to work due to a disability or illness

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

Retired

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

Student

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

Stay-at-home spouse or partner

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 75US REGION: Census Region (US Net)

Base: All US Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1499 722 777 740 600 159 1034 223 242 707 152 128 161 351 723 776 1019 480 952 547 298 301 568 332Unweighted Base1500 783 716 764 577 158* 1055 212 233 733 139 130* 160 338 576 924 1025 474 947 553 287 332 546 335Weighted Base

287 134 153 136 127 24 201 52 35 139 25 18 34 71 91 196 189 98 175 113 287 - - -19% 17% 21% 18% 22% 15% 19% 24% 15% 19% 18% 14% 21% 21% 16% 21% 18% 21% 18% 20% 100% - - -

I O VWX

Northeast

332 183 149 165 122 46 231 51 51 173 15 25 25 94 134 198 231 101 203 129 - 332 - -22% 23% 21% 22% 21% 29% 22% 24% 22% 24% 11% 19% 16% 28% 23% 21% 23% 21% 21% 23% - 100% - -

K KM UWX

Midwest

546 286 259 297 202 47 379 70 97 242 70 49 66 119 254 291 376 170 374 171 - - 546 -36% 37% 36% 39% 35% 30% 36% 33% 42% 33% 50% 38% 41% 35% 44% 32% 37% 36% 40% 31% - - 100% -

JN P T UVX

South

335 180 154 166 128 41 244 40 50 179 30 37 34 54 97 238 230 105 194 140 - - - 33522% 23% 22% 22% 22% 26% 23% 19% 22% 24% 21% 28% 21% 16% 17% 26% 22% 22% 21% 25% - - - 100%

N N O UVW

West

1500 783 716 764 577 158 1055 212 233 733 139 130 160 338 576 924 1025 474 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 77INCOME: How much total combined income did all members of your household earn before taxes last year?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

30 5 25 15 13 2 8 13 9 4 1 1 5 19 30 - 12 18 21 9 7 9 10 52% 1% 4% 2% 2% 1% 1% 6% 4% 1% 1% 1% 3% 5% 5% - 1% 4% 2% 2% 2% 3% 2% 1%

B G G J JK P Q

Less than $15,000

51 16 35 28 21 2 20 15 16 15 15 5 5 12 51 - 22 29 31 20 6 11 20 143% 2% 5% 4% 4% 1% 2% 7% 7% 2% 11% 4% 3% 3% 9% - 2% 6% 3% 4% 2% 3% 4% 4%

B G G JMN P Q

$15,000 to $24,999

81 30 52 45 31 5 46 22 14 24 13 9 11 25 81 - 42 39 50 31 12 22 34 135% 4% 7% 6% 5% 3% 4% 10% 6% 3% 9% 7% 7% 7% 14% - 4% 8% 5% 6% 4% 7% 6% 4%

B G J J P Q

$25,000 to $34,999

148 51 97 77 55 16 90 38 19 39 26 16 16 52 148 - 95 52 95 52 22 43 63 1810% 6% 14% 10% 10% 10% 9% 18% 8% 5% 19% 12% 10% 15% 26% - 9% 11% 10% 9% 8% 13% 12% 5%

B GI J J J P X X

$35,000 to $49,999

266 118 147 133 103 30 170 50 46 114 31 19 30 71 266 - 157 109 181 84 43 49 127 4718% 15% 21% 17% 18% 19% 16% 24% 20% 16% 22% 15% 19% 21% 46% - 15% 23% 19% 15% 15% 15% 23% 14%

B G P Q UVX

$50,000 to $74,999

232 116 116 106 104 23 169 24 39 117 22 19 34 40 - 232 164 68 130 102 45 58 65 6315% 15% 16% 14% 18% 14% 16% 11% 17% 16% 16% 14% 21% 12% - 25% 16% 14% 14% 18% 16% 18% 12% 19%

N O S W

$75,000 to $99,999

692 447 245 361 251 80 552 50 90 421 31 61 58 120 - 692 532 160 438 254 151 140 226 17546% 57% 34% 47% 43% 51% 52% 23% 38% 57% 23% 47% 36% 36% - 75% 52% 34% 46% 46% 53% 42% 41% 52%

C HI H KMN K K K O R VW VW

$100,000 OR MORE(NET)

215 123 92 119 74 22 181 17 17 130 15 18 21 31 - 215 155 60 132 83 43 45 72 5514% 16% 13% 16% 13% 14% 17% 8% 7% 18% 11% 14% 13% 9% - 23% 15% 13% 14% 15% 15% 14% 13% 16%

HI N O

$100,000 to $124,999

190 127 63 93 70 27 149 20 21 120 11 7 13 40 - 190 139 51 128 62 40 45 58 4813% 16% 9% 12% 12% 17% 14% 9% 9% 16% 8% 5% 8% 12% - 21% 14% 11% 14% 11% 14% 13% 11% 14%

C KLM O

$125,000 to $149,999

146 94 52 87 45 13 116 10 20 85 4 22 6 29 - 146 121 25 91 55 35 24 51 3510% 12% 7% 11% 8% 8% 11% 5% 9% 12% 3% 17% 4% 9% - 16% 12% 5% 10% 10% 12% 7% 9% 11%

C H KM KMN O R

$150,000 to $199,999

75 54 21 29 38 7 59 1 14 56 1 6 9 3 - 75 66 8 48 26 22 11 21 205% 7% 3% 4% 7% 5% 6% * 6% 8% 1% 5% 6% 1% - 8% 6% 2% 5% 5% 8% 3% 4% 6%

C H H KN N KN O R VW

$200,000 to $249,999

66 50 16 31 24 11 47 1 18 30 1 9 9 17 - 66 50 16 38 28 11 15 24 164% 6% 2% 4% 4% 7% 4% 1% 8% 4% 1% 7% 6% 5% - 7% 5% 3% 4% 5% 4% 5% 4% 5%

C H H K K O

$250,000 or more

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

Prefer not to answer

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 79RACE: What is your race?

Base: All US Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1095 571 524 536 430 129 761 159 174 547 112 93 102 241 392 703 746 349 669 426 246 256 357 23473% 73% 73% 70% 74% 81% 72% 75% 75% 75% 81% 72% 64% 71% 68% 76% 73% 73% 71% 77% 86% 77% 66% 70%

D M M O S VWX W

White

142 63 78 76 51 14 104 18 19 61 3 14 13 51 69 72 94 47 114 28 9 48 68 179% 8% 11% 10% 9% 9% 10% 9% 8% 8% 2% 11% 8% 15% 12% 8% 9% 10% 12% 5% 3% 14% 12% 5%

K K JK P T UX UX

Black or African American

7 4 3 4 3 - 3 - 3 4 - 1 2 - 2 4 6 1 4 2 1 - 5 1* * * * 1% - * - 1% 1% - * 1% - * * 1% * * * * - 1% *

Native American orAlaskan Native

80 51 29 55 20 5 63 11 6 35 9 5 10 21 32 48 56 24 46 34 9 5 21 445% 7% 4% 7% 4% 3% 6% 5% 2% 5% 6% 4% 6% 6% 5% 5% 5% 5% 5% 6% 3% 1% 4% 13%

E UVW

ASIAN OR PACIFICISLANDER (NET)

9 8 1 6 2 1 8 - 1 1 - 2 - 6 5 4 5 4 9 1 2 3 3 -1% 1% * 1% * * 1% - 1% * - 2% - 2% 1% * * 1% 1% * 1% 1% 1% -

J J

South Asian

29 18 12 20 8 1 20 9 1 8 8 2 5 6 16 14 23 7 16 13 6 - 11 122% 2% 2% 3% 1% 1% 2% 4% * 1% 6% 2% 3% 2% 3% 1% 2% 1% 2% 2% 2% - 2% 4%

I J V V V

Chinese

6 6 - 6 - - 6 - - 6 - - - - 2 4 6 - 4 2 - - - 6* 1% - 1% - - 1% - - 1% - - - - * * 1% - * * - - - 2%

W

Korean

23 11 12 13 8 2 18 3 3 10 - * 5 8 5 18 13 10 10 13 * - 6 172% 1% 2% 2% 1% 1% 2% 1% 1% 1% - * 3% 2% 1% 2% 1% 2% 1% 2% * - 1% 5%

UVW

Japanese

4 3 2 4 - 1 4 - - 3 1 - - - 1 4 4 1 1 3 1 - - 4* * * * - * * - - * 1% - - - * * * * * 1% * - - 1%

W

Filipino

3 1 2 2 1 - 3 - - 3 - - - - - 3 1 2 2 1 - - - 3* * * * * - * - - * - - - - - * * * * * - - - 1%

Pacific Islander

5 5 - 4 1 - 4 - 1 4 - - - 2 2 3 5 1 5 1 - 1 1 3* 1% - 1% * - * - 1% * - - - * * * * * * * - * * 1%

Other Asian

2 2 - 2 - - 2 - - 2 - - - - - 2 2 - 2 - - - 2 -* * - * - - * - - * - - - - - * * - * - - - * -

Arab/West Asian

6 6 1 1 6 - 6 1 - 6 - - - 1 1 5 6 - 6 - - 5 2 -* 1% * * 1% - 1% * - 1% - - - * * 1% 1% - 1% - - 1% * -

D

Mixed Race

157 79 77 87 61 8 111 19 27 74 12 14 32 25 74 83 107 50 102 54 19 17 86 3510% 10% 11% 11% 11% 5% 11% 9% 12% 10% 8% 11% 20% 7% 13% 9% 10% 10% 11% 10% 7% 5% 16% 10%

JKN P UV V

Hispanic

12 7 5 4 6 2 5 4 3 4 3 3 2 - 6 6 7 5 3 8 2 1 5 31% 1% 1% * 1% 1% * 2% 1% 1% 2% 2% 1% - 1% 1% 1% 1% * 2% 1% * 1% 1%

N N S

Some other race

- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -

Prefer not to answer

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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19 Nov 2018Table 82MARITAL STATUS: What is your marital status?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

129 71 59 81 41 7 85 25 20 50 21 12 17 29 90 40 83 46 79 50 30 23 50 269% 9% 8% 11% 7% 5% 8% 12% 8% 7% 15% 10% 11% 9% 16% 4% 8% 10% 8% 9% 10% 7% 9% 8%

J P

Never married

1035 617 418 523 389 123 739 132 164 548 84 77 104 221 277 758 712 322 653 381 195 240 370 22969% 79% 58% 68% 67% 78% 70% 62% 70% 75% 61% 59% 65% 65% 48% 82% 69% 68% 69% 69% 68% 72% 68% 68%

C KLN O

MARRIED / LIVINGWITH PARTNER (NET)

982 590 392 492 371 119 706 122 153 522 77 70 102 211 254 728 674 308 622 360 185 230 346 22165% 75% 55% 64% 64% 75% 67% 58% 66% 71% 56% 54% 64% 62% 44% 79% 66% 65% 66% 65% 64% 69% 63% 66%

C DE H KLN O

Married or civil union

53 27 26 31 18 4 33 10 10 26 7 7 2 11 23 30 39 14 31 22 10 9 24 84% 3% 4% 4% 3% 3% 3% 5% 4% 4% 5% 5% 1% 3% 4% 3% 4% 3% 3% 4% 4% 3% 4% 3%

Living with partner

336 96 240 160 147 28 231 55 50 136 33 40 38 88 209 126 229 106 214 122 62 69 125 7922% 12% 34% 21% 26% 18% 22% 26% 21% 18% 24% 31% 24% 26% 36% 14% 22% 22% 23% 22% 22% 21% 23% 24%

B J J P

DIVORCED /SEPARATED /WIDOWED (NET)

246 69 178 116 110 19 177 35 34 106 25 23 29 62 152 94 168 78 157 89 43 53 86 6516% 9% 25% 15% 19% 12% 17% 16% 15% 14% 18% 18% 18% 18% 26% 10% 16% 16% 17% 16% 15% 16% 16% 19%

B P

Divorced

33 8 25 21 9 3 19 10 4 8 5 5 4 10 22 11 19 14 20 13 6 3 18 62% 1% 3% 3% 2% 2% 2% 5% 2% 1% 4% 4% 3% 3% 4% 1% 2% 3% 2% 2% 2% 1% 3% 2%

B J P

Separated

57 19 38 23 28 6 34 11 12 22 3 12 5 15 35 21 42 14 38 19 12 14 22 84% 2% 5% 3% 5% 4% 3% 5% 5% 3% 2% 10% 3% 4% 6% 2% 4% 3% 4% 3% 4% 4% 4% 2%

B JK P

Widow / Widower

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 79P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 83ADULTS IN HH: Including yourself, how many people age 18 or older live in your household?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

274 115 159 134 112 28 194 37 43 129 25 32 24 64 169 105 190 84 173 101 61 58 91 6418% 15% 22% 18% 19% 18% 18% 17% 18% 18% 18% 25% 15% 19% 29% 11% 19% 18% 18% 18% 21% 17% 17% 19%

B P

1

1226 669 558 630 466 130 860 176 190 604 114 98 136 275 407 819 835 391 774 452 226 275 455 27182% 85% 78% 82% 81% 82% 82% 83% 82% 82% 82% 75% 85% 81% 71% 89% 81% 82% 82% 82% 79% 83% 83% 81%

C O

ANY OTHER THANRESPONDENT (NET)

842 464 378 414 332 96 589 111 142 449 81 64 79 169 266 576 600 242 521 321 155 191 304 19156% 59% 53% 54% 57% 61% 56% 52% 61% 61% 59% 49% 50% 50% 46% 62% 59% 51% 55% 58% 54% 57% 56% 57%

C LMN O R

2

258 140 119 134 95 30 178 45 35 108 20 25 36 71 94 164 154 105 174 85 48 56 94 6017% 18% 17% 17% 16% 19% 17% 21% 15% 15% 14% 19% 22% 21% 16% 18% 15% 22% 18% 15% 17% 17% 17% 18%

J Q

3

126 65 61 82 39 4 94 19 12 47 13 9 21 36 47 79 81 44 79 46 23 27 56 208% 8% 8% 11% 7% 3% 9% 9% 5% 6% 9% 7% 13% 10% 8% 9% 8% 9% 8% 8% 8% 8% 10% 6%

EF J

4+

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 80P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 84CHILDREN IN HH: How many people under the age of 18 live in your household?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1260 666 594 596 515 150 869 183 208 630 99 112 128 292 464 795 862 398 782 478 249 284 434 29484% 85% 83% 78% 89% 95% 82% 86% 90% 86% 71% 86% 80% 86% 81% 86% 84% 84% 83% 86% 87% 85% 79% 88%

D D G K K K O W W

0

240 117 123 168 63 8 186 29 24 103 40 18 32 47 112 129 164 76 165 76 39 49 112 4116% 15% 17% 22% 11% 5% 18% 14% 10% 14% 29% 14% 20% 14% 19% 14% 16% 16% 17% 14% 13% 15% 21% 12%

EF I JLN P UX

ANY (NET)

131 62 69 93 32 5 109 11 11 62 19 11 17 22 57 74 95 36 84 47 27 31 46 269% 8% 10% 12% 6% 3% 10% 5% 5% 8% 14% 8% 11% 6% 10% 8% 9% 8% 9% 8% 10% 9% 8% 8%

EF I N

1

74 42 33 53 20 2 53 12 10 25 17 5 12 16 36 39 45 29 52 22 4 13 45 135% 5% 5% 7% 3% 1% 5% 6% 4% 3% 12% 4% 7% 5% 6% 4% 4% 6% 5% 4% 1% 4% 8% 4%

EF JLN UVX

2

22 12 10 16 5 1 15 6 1 14 4 1 2 2 7 16 18 4 19 3 4 4 14 21% 2% 1% 2% 1% 1% 1% 3% * 2% 3% 1% 1% * 1% 2% 2% 1% 2% 1% 1% 1% 3% *

3

12 2 11 7 6 - 9 1 3 3 - 1 1 8 12 - 6 7 9 3 4 1 7 -1% * 2% 1% 1% - 1% * 1% * - 1% 1% 2% 2% - 1% 1% 1% 1% 1% * 1% -

B J P

4+

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 81P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 85COUNTRY: In which country or region do you currently reside?

Base: All Qualified Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 722 778 740 601 159 1034 224 242 707 152 128 161 352 724 776 1019 481 953 547 298 301 568 332Unweighted Base1500 783 717 764 578 158* 1055 212 233 733 139 130* 160 339 576 924 1025 475 947 553 287 332 546 335Weighted Base

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

United States of America

1500 783 717 764 578 158 1055 212 233 733 139 130 160 339 576 924 1025 475 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 82P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 86STATE/TERRITORY: In what state or territory do you currently reside?

Base: All US Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1499 722 777 740 600 159 1034 223 242 707 152 128 161 351 723 776 1019 480 952 547 298 301 568 332Unweighted Base1500 783 716 764 577 158* 1055 212 233 733 139 130* 160 338 576 924 1025 474 947 553 287 332 546 335Weighted Base

16 8 8 4 10 2 11 2 3 5 2 1 3 5 8 7 10 6 12 4 - - 16 -1% 1% 1% * 2% 1% 1% 1% 1% 1% 1% 1% 2% 2% 1% 1% 1% 1% 1% 1% - - 3% -

UVX

Alabama

2 * 1 1 * - 2 - - 1 - - - 1 * 1 1 * - 2 - - - 2* * * * * - * - - * - - - * * * * * - * - - - 1%

Alaska

41 22 19 19 16 6 25 6 10 20 1 8 5 7 15 26 31 10 26 15 - - - 413% 3% 3% 3% 3% 4% 2% 3% 4% 3% 1% 6% 3% 2% 3% 3% 3% 2% 3% 3% - - - 12%

UVW

Arizona

9 4 5 6 1 1 6 2 1 5 - 1 1 3 5 4 6 4 5 4 - - 9 -1% 1% 1% 1% * 1% 1% 1% * 1% - 1% * 1% 1% * 1% 1% 1% 1% - - 2% -

X

Arkansas

176 87 89 81 67 27 133 20 22 94 16 16 22 27 40 135 123 53 97 79 - - - 17612% 11% 12% 11% 12% 17% 13% 10% 10% 13% 12% 12% 14% 8% 7% 15% 12% 11% 10% 14% - - - 53%

O UVW

California

24 12 11 14 7 3 17 3 3 14 3 2 1 3 9 15 9 14 16 8 - - - 242% 2% 2% 2% 1% 2% 2% 2% 1% 2% 2% 2% 1% 1% 2% 2% 1% 3% 2% 1% - - - 7%

Q UVW

Colorado

13 7 6 7 4 2 8 4 1 6 2 - 3 3 7 6 6 7 7 6 13 - - -1% 1% 1% 1% 1% 1% 1% 2% 1% 1% 1% - 2% 1% 1% 1% 1% 2% 1% 1% 4% - - -

VWX

Connecticut

5 5 1 4 1 - 4 1 - 3 * - - 2 2 3 5 - 2 4 - - 5 -* 1% * 1% * - * 1% - * * - - * * * 1% - * 1% - - 1% -

Delaware

4 2 2 3 1 - 4 - - 3 - - - 1 - 4 4 - 4 - - - 4 -* * * * * - * - - * - - - * - * * - * - - - 1% -

District of Columbia

150 94 56 78 55 17 95 24 31 72 18 12 19 29 75 75 106 44 102 48 - - 150 -10% 12% 8% 10% 9% 11% 9% 11% 13% 10% 13% 9% 12% 8% 13% 8% 10% 9% 11% 9% - - 28% -

C P UVX

Florida

37 18 20 21 10 6 21 8 8 9 6 6 6 10 17 20 17 20 17 20 - - 37 -2% 2% 3% 3% 2% 4% 2% 4% 3% 1% 4% 5% 4% 3% 3% 2% 2% 4% 2% 4% - - 7% -

J J Q UVX

Georgia

17 16 1 12 5 * 13 1 3 10 1 1 1 5 4 13 13 5 7 11 - - - 171% 2% * 2% 1% * 1% * 1% 1% 1% 1% * 2% 1% 1% 1% 1% 1% 2% - - - 5%

C UVW

Hawaii

5 1 3 2 3 - 4 - 1 3 1 - 1 * 4 1 2 2 3 1 - - - 5* * * * 1% - * - * * 1% - * * 1% * * * * * - - - 1%

W

Idaho

75 46 29 27 37 11 44 15 17 35 * 10 8 22 32 43 48 27 41 35 - 75 - -5% 6% 4% 3% 6% 7% 4% 7% 7% 5% * 7% 5% 7% 6% 5% 5% 6% 4% 6% - 23% - -

D K K K K UWX

Illinois

35 19 16 10 12 14 29 4 2 16 1 4 1 14 12 23 21 14 28 8 - 35 - -2% 2% 2% 1% 2% 9% 3% 2% 1% 2% 1% 3% 1% 4% 2% 3% 2% 3% 3% 1% - 11% - -

DE UWX

Indiana

9 5 4 3 5 2 7 2 1 5 1 1 1 2 2 7 8 1 2 7 - 9 - -1% 1% 1% * 1% 1% 1% 1% * 1% 1% * * 1% * 1% 1% * * 1% - 3% - -

UWX

Iowa

11 8 3 8 1 1 8 1 2 10 - - 1 1 4 7 11 - 11 - - 11 - -1% 1% * 1% * 1% 1% * 1% 1% - - * * 1% 1% 1% - 1% - - 3% - -

T UWX

Kansas

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 83P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 86STATE/TERRITORY: In what state or territory do you currently reside?

Base: All US Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 783 716 764 577 158* 1055 212 233 733 139 130* 160 338 576 924 1025 474 947 553 287 332 546 335Weighted Base

18 7 11 14 5 - 15 1 2 4 3 1 4 6 9 10 15 3 14 4 - - 18 -1% 1% 2% 2% 1% - 1% 1% 1% 1% 2% 1% 2% 2% 2% 1% 1% 1% 1% 1% - - 3% -

UVX

Kentucky

23 10 13 8 15 - 10 7 6 9 3 3 8 - 7 16 18 5 15 7 - - 23 -2% 1% 2% 1% 3% - 1% 3% 3% 1% 2% 2% 5% - 1% 2% 2% 1% 2% 1% - - 4% -

G N N JN UVX

Louisiana

3 2 * 2 1 - 2 - * 2 - - - * * 2 3 - 1 2 3 - - -* * * * * - * - * * - - - * * * * - * * 1% - - -

Maine

27 14 13 17 8 2 25 1 1 12 3 2 * 10 9 18 20 7 21 6 - - 27 -2% 2% 2% 2% 1% 1% 2% 1% * 2% 2% 2% * 3% 2% 2% 2% 2% 2% 1% - - 5% -

UVX

Maryland

37 21 16 15 16 6 24 5 8 15 6 4 6 6 14 23 26 11 13 24 37 - - -2% 3% 2% 2% 3% 4% 2% 2% 4% 2% 4% 3% 4% 2% 2% 2% 3% 2% 1% 4% 13% - - -

S VWX

Massachusetts

57 33 23 31 22 4 43 9 5 33 2 4 4 13 20 36 45 12 35 22 - 57 - -4% 4% 3% 4% 4% 2% 4% 4% 2% 4% 2% 3% 3% 4% 4% 4% 4% 3% 4% 4% - 17% - -

UWX

Michigan

22 14 8 10 8 4 14 4 4 14 2 - 4 2 6 15 13 8 12 10 - 22 - -1% 2% 1% 1% 1% 3% 1% 2% 2% 2% 1% - 2% 1% 1% 2% 1% 2% 1% 2% - 7% - -

UWX

Minnesota

9 3 6 4 5 - 9 - - 6 2 - - 1 6 3 6 3 7 2 - - 9 -1% * 1% 1% 1% - 1% - - 1% 1% - - * 1% * 1% 1% 1% * - - 2% -

Mississippi

12 5 8 9 4 - 12 - 1 5 4 - 1 3 5 7 10 3 10 2 - 12 - -1% 1% 1% 1% 1% - 1% - * 1% 3% - * 1% 1% 1% 1% 1% 1% * - 4% - -

UWX

Missouri

1 - 1 1 - - 1 1 - 1 - - - 1 1 - 1 1 - 1 - - - 1* - * * - - * * - * - - - * * - * * - * - - - *

Montana

6 4 2 3 3 - 4 1 1 1 - 1 - 4 2 4 4 2 4 1 - 6 - -* * * * 1% - * * 1% * - 1% - 1% * * * * * * - 2% - -

W

Nebraska

19 13 6 10 9 - 15 1 3 7 3 6 1 1 7 12 12 8 17 2 - - - 191% 2% 1% 1% 2% - 1% * 1% 1% 3% 5% 1% * 1% 1% 1% 2% 2% * - - - 6%

JN T UVW

Nevada

3 2 1 2 1 - 3 1 - 2 - - - 1 1 3 2 1 2 1 3 - - -* * * * * - * * - * - - - * * * * * * * 1% - - -

W

New Hampshire

62 22 40 37 21 3 40 20 2 21 5 8 7 20 15 47 41 21 37 25 62 - - -4% 3% 6% 5% 4% 2% 4% 10% 1% 3% 4% 6% 5% 6% 3% 5% 4% 4% 4% 4% 21% - - -

B I GI O VWX

New Jersey

6 3 2 3 3 - 5 - 1 4 - - - 2 1 5 6 - 4 1 - - - 6* * * * 1% - * - * * - - - 1% * * 1% - * * - - - 2%

W

New Mexico

89 43 46 39 43 7 74 6 9 55 6 3 10 14 15 74 66 22 63 26 89 - - -6% 5% 6% 5% 7% 5% 7% 3% 4% 8% 4% 2% 6% 4% 3% 8% 6% 5% 7% 5% 31% - - -

O VWX

New York

35 17 18 21 9 5 27 3 5 20 3 2 1 10 17 18 23 13 26 9 - - 35 -2% 2% 3% 3% 2% 3% 3% 1% 2% 3% 2% 1% 1% 3% 3% 2% 2% 3% 3% 2% - - 6% -

UVX

North Carolina

4 2 2 1 3 - 2 1 1 3 - - - 1 1 3 1 3 4 - - 4 - -* * * * 1% - * * * * - - - * * * * 1% * - - 1% - -

W

North Dakota

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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Page 84P140146 - Express Employment Professionals Boomer StudyThe Harris PollField Period: October 16 - November 6, 2018Filtered by US respondents

19 Nov 2018Table 86STATE/TERRITORY: In what state or territory do you currently reside?

Base: All US Respondents

Company preppedEngagement for their

Gender Age Employment Status Plan for Retirement Income Level retirement Region

At Will Haven’tLate Middle Early Employ- Employ- Self spe- never thought Less

Boomers Boomers Boomers ed ed Employ- cific be able Don’t about Don’t than Engaged Not Dis- North-Total Male Female (54-59) (60-67) (68-72) FT PT ed age to plan to it know $75K $75K+ at work engaged Agree agree east Midwest South West

(B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X)

1500 783 716 764 577 158* 1055 212 233 733 139 130* 160 338 576 924 1025 474 947 553 287 332 546 335Weighted Base

56 32 24 40 10 5 38 8 10 24 3 4 3 23 31 25 39 17 33 23 - 56 - -4% 4% 3% 5% 2% 3% 4% 4% 4% 3% 2% 3% 2% 7% 5% 3% 4% 4% 3% 4% - 17% - -

E J P UWX

Ohio

22 5 17 17 4 * 10 9 2 5 7 1 3 6 19 3 14 8 11 11 - - 22 -1% 1% 2% 2% 1% * 1% 4% 1% 1% 5% 1% 2% 2% 3% * 1% 2% 1% 2% - - 4% -

B G J P UVX

Oklahoma

16 7 10 10 6 - 13 2 1 12 1 - 2 1 6 10 13 3 11 6 - - - 161% 1% 1% 1% 1% - 1% 1% * 2% 1% - 1% * 1% 1% 1% 1% 1% 1% - - - 5%

UVW

Oregon

80 38 43 34 41 5 51 16 13 38 6 3 8 26 39 42 45 36 52 28 80 - - -5% 5% 6% 4% 7% 3% 5% 8% 6% 5% 4% 2% 5% 8% 7% 5% 4% 7% 5% 5% 28% - - -

Q VWX

Pennsylvania

1 - 1 * * - - * * * * - - - 1 - * * * * 1 - - -* - * * * - - * * * * - - - * - * * * * * - - -

Rhode Island

15 5 10 9 5 1 14 - 1 7 1 2 2 2 9 6 10 5 8 7 - - 15 -1% 1% 1% 1% 1% 1% 1% - * 1% 1% 2% 1% 1% 2% 1% 1% 1% 1% 1% - - 3% -

UVX

South Carolina

1 - 1 1 * * 1 - 1 - - 1 - 1 1 * 1 - 1 1 - 1 - -* - * * * * * - * - - * - * * * * - * * - * - -

South Dakota

21 9 12 14 6 1 17 3 1 13 3 - 2 3 13 8 15 6 17 4 - - 21 -1% 1% 2% 2% 1% 1% 2% 2% * 2% 2% - 1% 1% 2% 1% 1% 1% 2% 1% - - 4% -

UVX

Tennessee

112 61 51 51 52 10 79 6 28 51 17 16 9 19 40 72 80 33 83 29 - - 112 -7% 8% 7% 7% 9% 6% 7% 3% 12% 7% 13% 12% 6% 6% 7% 8% 8% 7% 9% 5% - - 21% -

H H N T UVX

Texas

5 2 3 4 - 1 4 1 - 3 2 - - - 3 2 4 1 3 2 - - - 5* * * * - 1% * * - * 1% - - - * * * * * * - - - 1%

W

Utah

1 * * 1 - - * - * - - - * * * * 1 - - 1 1 - - -* * * * - - * - * - - - * * * * * - - * * - - -

Vermont

37 24 12 25 11 - 27 2 7 18 2 2 5 10 14 23 26 11 26 11 - - 37 -2% 3% 2% 3% 2% - 3% 1% 3% 2% 1% 2% 3% 3% 2% 2% 2% 2% 3% 2% - - 7% -

UVX

Virginia

22 17 6 8 10 3 12 5 5 12 1 3 1 6 6 17 15 8 10 12 - - - 221% 2% 1% 1% 2% 2% 1% 3% 2% 2% * 2% 1% 2% 1% 2% 1% 2% 1% 2% - - - 7%

UVW

Washington

6 1 5 2 4 - 6 - * * - - 3 3 5 1 3 3 4 2 - - 6 -* * 1% * 1% - 1% - * * - - 2% 1% 1% * * 1% * * - - 1% -

J

West Virginia

43 15 29 24 16 4 30 8 6 28 2 1 4 8 16 27 30 14 22 21 - 43 - -3% 2% 4% 3% 3% 3% 3% 4% 3% 4% 1% 1% 2% 2% 3% 3% 3% 3% 2% 4% - 13% - -

B UWX

Wisconsin

* - * - - * - - * - - * - - * - - * - * - - - ** - * - - * - - * - - * - - * - - * - * - - - *

Wyoming

1500 783 716 764 577 158 1055 212 233 733 139 130 160 338 576 924 1025 474 947 553 287 332 546 335100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

Sigma

_______________________________________________________________________________________________________________Proportions/Means: Columns Tested (5% risk level) - B/C - D/E/F - G/H/I - J/K/L/M/N - O/P - Q/R - S/T - U/V/W/XOverlap formulae used. * small base

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1 1 Q800. Thinking about your entire career, approximately how many years have you been working?2 2 Q801. And, how many different employers have you worked for over the course of your career?3 3 Q805. And, approximately how long have you worked in your current job? If less than a year, please enter 04 4 Q810. How many times has the following happened to you over the course of your career? If it has never happened, then please enter 0.

SUMMARY OF MEANS5 5 Q810. How many times has the following happened to you over the course of your career? If it has never happened, then please

enter 01. Fired from a job

6 6 Q810. How many times has the following happened to you over the course of your career? If it has never happened, then pleaseenter 02. Laid off from a job

7 7 Q810. How many times has the following happened to you over the course of your career? If it has never happened, then pleaseenter 03. Quit a job

8 8 Q815. Which of the following, if any, applies to you in your current job? Please select all that apply.9 9 Q816. Which of the following groups of people are your employers likely to hire? Please select all that apply.

10 10 Q820. Which of the following, if any, are current challenges for you in the workplace? Please select all that apply.11 11 Q825. Which of the following best describes your plan for retirement? Please select one response.12 12 Q825. Which of the following best describes your plan for retirement? Please select one response.13 13 Q830. Is the age at which you plan to retire sooner or later than you originally anticipated?14 14 Q817. For which of the following reasons are you planning to retire later than you originally anticipated? Please select all that apply.15 15 Q818. Why are you planning to retire sooner than you originally anticipated? Please select all that apply.16 16 Q827. Do you believe the government should change the official retirement age?17 17 Q828. You mentioned that the official retirement age should be younger. What do you think the official age should be?18 18 Q829. You mentioned that the official retirement age should be older. What do you think the official age should be?19 19 Q840. Which of the following words or phrases would you use to describe how you currently feel at your job? Please select all that apply.20 20 Q845. How much do you agree or disagree with the following statements?

SUMMARY OF TOP 2 BOX21 21 Q845. How much do you agree or disagree with the following statements?

SUMMARY OF BOTTOM 2 BOX22 22 Q845. How much do you agree or disagree with the following statements?

1. My colleagues are more impatient with me than our younger colleagues23 23 Q845. How much do you agree or disagree with the following statements?

2. My boss is more impatient with me than our younger colleagues24 24 Q845. How much do you agree or disagree with the following statements?

3. My colleagues have been helpful to me25 25 Q845. How much do you agree or disagree with the following statements?

4. My colleagues treat me with the same fairness as other team members26 26 Q900. For each of the following aspects, how prepared do you think you will be to retire?

SUMMARY OF TOP 2 BOX27 27 Q900. For each of the following aspects, how prepared do you think you will be to retire?

SUMMARY OF BOTTOM 2 BOX28 28 Q900. For each of the following aspects, how prepared do you think you will be to retire?

1. Financially (i.e., having enough money saved)29 29 Q900. For each of the following aspects, how prepared do you think you will be to retire?

2. Physically (e.g., daily wear and tear/drain on body and mind)30 30 Q900. For each of the following aspects, how prepared do you think you will be to retire?

3. Emotionally (e.g., losing the social aspects, sense of "doing something useful")31 31 Q906. Which of the following would be included in your ideal retirement? Please select all that apply.32 32 Q905. And now, which of the following do you expect to actually do in retirement? Please select all that apply.33 33 Q1000. How well does your current employer understand the following?

SUMMARY OF TOP 2 BOX34 34 Q1000. How well does your current employer understand the following?

SUMMARY OF BOTTOM 2 BOX35 35 Q1000. How well does your current employer understand the following?

1. The role I perform at my company36 36 Q1000. How well does your current employer understand the following?

2. The amount of knowledge/experience I possess in my role37 37 Q1000. How well does your current employer understand the following?

3. What will be needed to perform my role when I retire

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38 38 Q1005. How valuable do you believe your employer thinks each of the following are to the company?SUMMARY OF TOP 2 BOX

39 39 Q1005. How valuable do you believe your employer thinks each of the following are to the company?SUMMARY OF BOTTOM 2 BOX

40 40 Q1005. How valuable do you believe your employer thinks each of the following are to the company?1. My knowledge and experience

41 41 Q1005. How valuable do you believe your employer thinks each of the following are to the company?2. Training younger generations to do my role properly

42 42 Q1005. How valuable do you believe your employer thinks each of the following are to the company?3. Getting advice from employees who have ’lived’ through changes in the organization (e.g., process change, turnover)

43 43 Q1005. How valuable do you believe your employer thinks each of the following are to the company?4. Documentation of the processes needed to do my job

44 44 Q1005. How valuable do you believe your employer thinks each of the following are to the company?5. Former employees who are now retired

45 45 Q1020. What information would you need to teach/share with younger workers in order to prepare them for your role? Please select all that apply.46 46 Q1010. Approximately, what percent of knowledge needed to perform your job responsibilities have you shared with those who will

need to have this information after you retire?47 47 Q1025. How much do you agree or disagree with each of the following statements?

SUMMARY OF TOP 2 BOX48 48 Q1025. How much do you agree or disagree with each of the following statements?

SUMMARY OF BOTTOM 2 BOX49 49 Q1025. How much do you agree or disagree with each of the following statements?

1. My company is well-prepared to handle my retirement50 50 Q1025. How much do you agree or disagree with each of the following statements?

2. My company has an adequate successor in place for my role when I retire51 51 Q1025. How much do you agree or disagree with each of the following statements?

3. There are certain benefits my company offers its active employees that prevent me from retiring52 52 Q1025. How much do you agree or disagree with each of the following statements?

4. I wish my company offered more help for transitioning to retirement53 53 Q1025. How much do you agree or disagree with each of the following statements?

5. I am hesitant to mentor younger employees because I may lose my job after sharing what I know with them54 54 Q1025. How much do you agree or disagree with each of the following statements?

6. The generations after me will work just as hard as I’ve worked55 55 Q1025. How much do you agree or disagree with each of the following statements?

7. Before they retired, the generation before me did a good job transferring their knowledge to the workers of my generation56 56 Q1025. How much do you agree or disagree with each of the following statements?

8. I am willing to be a mentor to the next generation of workers57 57 Q1025. How much do you agree or disagree with each of the following statements?

9. The processes at my job change so often that my knowledge and experience in my role will be irrelevant by the time I retire58 58 Q1025. How much do you agree or disagree with each of the following statements?

10. My company may lose key client relationships if I retire59 59 Q1030. What would you like your employer to do to help you transition to retirement? Please select all that apply.60 60 Q1035. Does your organization offer ’semi-retirement’ (e.g., reduced hours, flexible work schedule) in order to postpone the

time to retirement for its employees?61 61 Q1040. Regardless of whether your company offers ’semi-retirement’ or not, if you had an opportunity to ’semi-retire’ by doing

each of the following, how likely would you be to do it?SUMMARY OF TOP 2 BOX

62 62 Q1040. Regardless of whether your company offers ’semi-retirement’ or not, if you had an opportunity to ’semi-retire’ by doingeach of the following, how likely would you be to do it?SUMMARY OF BOTTOM 2 BOX

63 63 Q1040. Regardless of whether your company offers ’semi-retirement’ or not, if you had an opportunity to ’semi-retire’ by doingeach of the following, how likely would you be to do it?1. Working reduced hours with reduced benefits

64 64 Q1040. Regardless of whether your company offers ’semi-retirement’ or not, if you had an opportunity to ’semi-retire’ by doingeach of the following, how likely would you be to do it?2. Having a flexible work schedule

65 65 Q1040. Regardless of whether your company offers ’semi-retirement’ or not, if you had an opportunity to ’semi-retire’ by doingeach of the following, how likely would you be to do it?3. Transitioning to more of a consulting role

66 66 Q1045. Has your employer ever brought back any former employees who are now retired to your company for any of the followingreasons? Please select all that apply.

67 67 Q1115. How confident are you that the following workers will be prepared to take your place at the organization in the future when you retire?SUMMARY OF TOP 2 BOX

68 68 Q1115. How confident are you that the following workers will be prepared to take your place at the organization in the future when you retire?SUMMARY OF BOTTOM 2 BOX

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69 69 Q1115. How confident are you that the following workers will be prepared to take your place at the organization in the futurewhen you retire?1. Generation X (ages 39-53)

70 70 Q1115. How confident are you that the following workers will be prepared to take your place at the organization in the futurewhen you retire?2. Millennials (ages 24-38)

71 71 Q1115. How confident are you that the following workers will be prepared to take your place at the organization in the futurewhen you retire?3. Generation Z (ages 18-23)

72 72 GENDER: Are you...?73 73 AGE: What is your age?74 74 EMPLOYMENT: Which of the following best describes your employment status?75 75 US REGION: Census Region (US Net)76 77 INCOME: How much total combined income did all members of your household earn before taxes last year?77 79 RACE: What is your race?78 82 MARITAL STATUS: What is your marital status?79 83 ADULTS IN HH: Including yourself, how many people age 18 or older live in your household?80 84 CHILDREN IN HH: How many people under the age of 18 live in your household?81 85 COUNTRY: In which country or region do you currently reside?82 86 STATE/TERRITORY: In what state or territory do you currently reside?