2017 Retirement Solutions Forum Follow-up EVENT EVALUATION FORM Question Title * 1. DAY ONE PRESENTATIONS Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant Level of Information1 = Appropriate2 = Too technical3 = Simplistic Speaker's Delivery1 = Excellent2 = Good3 = Fair Mark Gessner / Jennifer DeLongOpening Remarks / Who are You Calling a Fiduciary? —Differentiating Yourself in Today’s Changing DC Landscape 1 2 3 Mark Gessner / Jennifer DeLongOpening Remarks / Who are You Calling a Fiduciary? —Differentiating Yourself in Today’s Changing DC Landscape Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant menu 1 2 3 Mark Gessner / Jennifer DeLongOpening Remarks / Who are You Calling a Fiduciary? —Differentiating Yourself in Today’s Changing DC Landscape Level of Information1 = Appropriate2 = Too technical3 = Simplistic menu 1 2 3 Mark Gessner / Jennifer DeLongOpening Remarks / Who are You Calling a Fiduciary? —Differentiating Yourself in Today’s Changing DC Landscape Speaker's Delivery1 = Excellent2 = Good3 = Fair menu Brian GraffWashington in Turmoil: What It Means for the Retirement Industry 1 2 3 Brian GraffWashington in Turmoil: What It Means for the Retirement Industry Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant menu 1 2 3 Brian GraffWashington in Turmoil: What It Means for the Retirement Industry Level of Information1 = Appropriate2 = Too technical3 = Simplistic menu 1 2 3 Brian GraffWashington in Turmoil: What It Means for the Retirement Industry Speaker's Delivery1 = Excellent2 = Good3 = Fair menu Karen Scheffler / George Gerstein / Joan NeriThe “F” Factor: How One Word (Fiduciary) Can Change Your Life 1 2 3 Karen Scheffler / George Gerstein / Joan NeriThe “F” Factor: How One Word (Fiduciary) Can Change Your Life Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant menu 1 2 3 Karen Scheffler / George Gerstein / Joan NeriThe “F” Factor: How One Word (Fiduciary) Can Change Your Life Level of Information1 = Appropriate2 = Too technical3 = Simplistic menu 1 2 3 Karen Scheffler / George Gerstein / Joan NeriThe “F” Factor: How One Word (Fiduciary) Can Change Your Life Speaker's Delivery1 = Excellent2 = Good3 = Fair menu Erin Bigley / Gregory HandrahanImproving Fixed-Income Outcomes in DC Plans 1 2 3 Erin Bigley / Gregory HandrahanImproving Fixed-Income Outcomes in DC Plans Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant menu 1 2 3 Erin Bigley / Gregory HandrahanImproving Fixed-Income Outcomes in DC Plans Level of Information1 = Appropriate2 = Too technical3 = Simplistic menu 1 2 3 Erin Bigley / Gregory HandrahanImproving Fixed-Income Outcomes in DC Plans Speaker's Delivery1 = Excellent2 = Good3 = Fair menu Scott Krauthamer / MJ ZayacWhy Equities Now—Three Things to Consider 1 2 3 Scott Krauthamer / MJ ZayacWhy Equities Now—Three Things to Consider Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant menu 1 2 3 Scott Krauthamer / MJ ZayacWhy Equities Now—Three Things to Consider Level of Information1 = Appropriate2 = Too technical3 = Simplistic menu 1 2 3 Scott Krauthamer / MJ ZayacWhy Equities Now—Three Things to Consider Speaker's Delivery1 = Excellent2 = Good3 = Fair menu Chris Nikolich / Todd MannWhen TIPS Become Traps—A Plan Sponsor’s Guide to Prudently Selecting Target-Date Funds 1 2 3 Chris Nikolich / Todd MannWhen TIPS Become Traps—A Plan Sponsor’s Guide to Prudently Selecting Target-Date Funds Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant menu 1 2 3 Chris Nikolich / Todd MannWhen TIPS Become Traps—A Plan Sponsor’s Guide to Prudently Selecting Target-Date Funds Level of Information1 = Appropriate2 = Too technical3 = Simplistic menu 1 2 3 Chris Nikolich / Todd MannWhen TIPS Become Traps—A Plan Sponsor’s Guide to Prudently Selecting Target-Date Funds Speaker's Delivery1 = Excellent2 = Good3 = Fair menu Question Title * 2. DAY TWO PRESENTATIONS Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant Level of Information1 = Appropriate2 = Too technical3 = Simplistic Speaker's Delivery1 = Excellent2 = Good3 = Fair Richard BrinkBuild a Better Path: Making Investment Choices in a New Market Landscape 1 2 3 Richard BrinkBuild a Better Path: Making Investment Choices in a New Market Landscape Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant menu 1 2 3 Richard BrinkBuild a Better Path: Making Investment Choices in a New Market Landscape Level of Information1 = Appropriate2 = Too technical3 = Simplistic menu 1 2 3 Richard BrinkBuild a Better Path: Making Investment Choices in a New Market Landscape Speaker's Delivery1 = Excellent2 = Good3 = Fair menu Peter Kapinos (EMPOWER)HSAs and the Future of Retirement 1 2 3 Peter Kapinos (EMPOWER)HSAs and the Future of Retirement Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant menu 1 2 3 Peter Kapinos (EMPOWER)HSAs and the Future of Retirement Level of Information1 = Appropriate2 = Too technical3 = Simplistic menu 1 2 3 Peter Kapinos (EMPOWER)HSAs and the Future of Retirement Speaker's Delivery1 = Excellent2 = Good3 = Fair menu Chad Brown (TRANSAMERICA)The Convergence of Wealth and Health 1 2 3 Chad Brown (TRANSAMERICA)The Convergence of Wealth and Health Relevance of Topic1 = Very relevant2 = Somewhat relevant3 = Not relevant menu 1 2 3 Chad Brown (TRANSAMERICA)The Convergence of Wealth and Health Level of Information1 = Appropriate2 = Too technical3 = Simplistic menu 1 2 3 Chad Brown (TRANSAMERICA)The Convergence of Wealth and Health Speaker's Delivery1 = Excellent2 = Good3 = Fair menu Next