myRA Creative Testing

OMB NO. 1530-0023

myRA Creative Testing

Screener for EMPLOYERS

Draft February 5, 2015

Market Quotas FOCUS GROUPS: RECRUIT 8 FOR 5 to 6 PARTICIPANTS

BULLETIN BOARD: Recruit 15 for 12 participants

	Focus Group Location-TBD Date – TBD	Focus Group Location-TBD Date – TBD	Focus Group Location-TBD Date – TBD	Online Bulletin Board Date – TBD
Employer cross section Mix of industries	5:30 – 7:30pm Employers with 10 to 99 employees; mix of retirement plan offered vs. not	5:30 – 7:30pm Employers with 10 to 99 employees; mix of retirement plan offered vs. not	5:30 – 7:30pm Small employers (less than 10 employees) not offering retirement plan	Mix of employers including 5 to 6 that are from companies of 500 or more; allow natural fall out of retirement plans

Specifications:

1. Decision-making role for employee benefits

2. Company size:

1. Less than 10 employees

2. 10 – 99

3. 100 – 249

4. 250 – 499

5. 500+

3. Utilizes an automatic payment system for employees (such as ADP)

4. Mix of companies that do and do not offer payroll based retirement plans

5. Mix of industries (include some that are construction, administrative and waste management, and the leisure industry such as accommodations, restaurants, etc.)

EMLOYER SCREENER

Hello, my name is ___________ from ___________, a local marketing research firm. We are conducting a short survey today and we would like to include your opinions. Let me assure you that we are not involved in the sale of any products or services. May I speak with the person who is most responsible for making decisions about issues related to employee benefits and payroll for your entire organization?

Q1 Decision-making: Which of the following best describes your responsibility for making decisions about offering employee benefits for your organization? Are you the primary decision-maker who handles these decisions for your entire organization, or jointly responsible for making these decisions, or are these decisions made by another person in your company?

1. I am the primary decision-maker [GO TO Q2]

2. Jointly responsible [GO TO Q1B]

3. Not responsible – [ASK TO SPEAK WITH THE PERSON RESPONSIBLE]

Q1a Decision-making: Would you say that you are the person most involved in making decisions about employee benefits for your company—by that, I mean, are you the person who is most likely to select the products or services your company will offer for your entire organization, or is it another person?

1. Yes (primary decision-maker)

2. No [ASK TO SPEAK WITH THE PRIMARY DECISION-MAKER]

Q2 Title: What is your title?

1. Owner

2. President, CEO

3. Human Resources Manager

4. Employee Benefits Manager

5. Other_______________________ (HOLD)

Q3 Industry: What is your company’s primary line of business?

1. [RECORD RESPONSE] ___________________________________________ [TERMINATE IF BANKING OR FINANCIAL SERVICES]

INTERVIEWER - CIRCLE THE MAIN LINE OF WORK; ASK IF NEEDED:

Into which category would you put your company? Would you say…

(READ LIST)

1. Construction

2. Manufacturing

3. Transportation

4. Retail service

5. Restaurant or hotel service

6. Entertainment/performance

7. Education

8. Office clerical or other support

9. Office professional or managerial

10. Executive or administrative or

11. Something else (Specify) _____________________________ [TERMINATE IF MARKETING, MARKETING RESEARCH, MEDIA, ADVERTISING OR PR]

ACCEPT ONE NON-PROFIT PARTICIPANT PER MARKET

Q4 Company size: Which of the following categories best describe your company’s total annual gross sales in 2012?

1. Under $500,000

2. $500,000 to under $1 million

3. $1 to under $3 million

4. $3 to under $5 million

5. $5 to under $10 million

6. $10 to under $30 million

7. $30 to under $500 million

8. Over $500 million

Q5 Employee size: In total, how many employees are in your organization? (Include all locations)

1. Less than 10 employees [RECRUIT FOR SMALL EMPLOYER GROUP IF DO NOT OFFER A RETIREMENT SAVINGS PLAN]

2. 10 to 19 [RECRUIT X PER GROUP]

3. 20 to 49 [RECRUIT X PER GROUP]

4. 50 to 99 [RECRUIT X PER GROUP]

5. 100 to 249 [RECRUIT X PER GROUP]

6. 250 to 499 [RECRUIT X PER GROUP]

7. 500 or more [RECRUIT X PER GROUP]

Q6 Automatic deduction: Do you currently use an automatic deduction/direct deposit service to pay your employees, meaning they receive their payment electronically and taxes or other deductions are automatically deducted from their pay?

1. Yes

2. No [TERMINATE]

3. Don’t know [TERMINATE]

Q7 Payroll savings and/or 401(k) or equivalent: Do you currently offer any of your employees a payroll savings program or a 401(k) or equivalent retirement savings program?

1. Yes

2. No

3. Don’t know [TERMINATE]

[RECRUIT MIX – RECRUIT X PER GROUP THAT DO NOT CURRENTLY OFFER A RETIREMENT SAVINGS PROGRAM]

Q8 myRA: The U.S. Department of the Treasury has developed myRA (my Retirement Account), a retirement savings account that is a new way to help your employees save for retirement. It’s simple, safe, and affordable – at no cost to employers. How interested would you be in offering something like this to your employees? Would you say….

1. Very interested

2. Somewhat interested

3. Neutral

4. Not very interested [ACCEPT 1 PER GROUP MAXIMUM]

5. Not at all interested [TERMINATE]

Q9 Gender: What is your gender? (OR RECORD BY OBSERVATION)

1. Female

2. Male

Q10. Length of time in business: How long has your company been in business?

1. Less than 3 years

2. 3-5 years

3. 6-10 years

4. More than 10 years

Q11. Length of time with business: How long have you worked with employee benefits for your company?

1. Less than 3 years

2. 3-5 years

3. 6-10 years

4. More than 10 years

Q12. Previous Participation: When did you most recently participate in a focus group or one-on-one discussion where you were recruited to participate in a situation similar to this one?

1. 3 months ago or longer (or never) CONTINUE TO ARTICULATION

2. Less than 3 months ago CONTINUE TO Q13A

Q13. What was the topic?

______________________________________________________________________________________

TERMINATE IF RELATED TO BENEFITS, EMPLOYEES, ETC.

ARTICULATION ASSESSMENT

Q14 Participation attitude: I’m going to read a few statements to you. Please tell me how well each one describes you. You will be using a scale from 1 to 10 where 10 means the statement describes you extremely well and 1 means the statement does NOT describe you at all. You can use any number in between.

	Does NOT Describe Me At All (1)	(2)	(3)	(4)	(5)	(6)	(7)	(8)	(9)	Describes Me Extremely Well (10)
If asked to describe something I can usually do so in detail
I’m comfortable expressing my opinions when I’m with other people

[TERMINATE IF ANSWER 1 - 6 ON EITHER STATEMENT; MUST ANSWER AT LEAST ONE STATEMENT WITH A 9 OR 10]

Invitation

We would like to invite you to participate in a (FOCUS GROUP OR BULLETIN BOARD) regarding the benefits employers offer [SPECIFY DATE, TIME AND LOCATION], which will last about (2 HOURS FOR GROUPS, 1 DAY OF A BULLETIN BOARD, ABOUT 30 MINUTES TWICE A DAY OR YOU CAN COMPLETE IT ALL IN ABOUT ONE HOUR). We believe you’ll find it enjoyable, we are not selling anything, and for your participation you will receive $(XXX FOR FOCUS GROUP / $XXX FOR BULLETIN BOARD). Will you be able to participate in our interview? We are inviting only a select few people to participate, so please make sure you will be able to attend.

[CONFIRM ADDRESS/CONTACT INFORMATION; TELL RESPONDENTS THEY WILL BE RECEIVING MAP/INFORMATION ABOUT THE DISCUSSION GROUP.]