Please complete this 5 minute survey.

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* 1. What’s your role? Select all that apply

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* 2. Add company name

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* 3. Which of the following do you believe is in the best interests of Plan Participants?

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* 4. Do you believe that the Plan Participants should consider the DC Plan as a vehicle for consolidating their assets?

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* 5. Do you believe that any of your retirees/near-retirees would consider the DC Plan to be a viable option for consolidating their accumulated Retirement savings and/or distributing income in Retirement if the plan allowed?

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* 6. Do you believe that the DC plan should provide investment solutions that take Plan Participants “To Retirement” or “Through Retirement?”

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* 7. Do you believe that your current plan design enables you and your participants to implement your beliefs to satisfy their needs?

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* 8. Have you done an evaluation of suitable investment offerings for retirees and near-retirees?

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* 9. Whether or not you have done a review of your investment options for retirees, what do you believe are the key attributes retirees need from investment solutions?

  Most Important Very Important Less Important Not Important
Generating a Predictable Stream of Income
Generating a Guaranteed Stream of Income
Generating Income from Diversified Sources
Generating Income that Grows over Time
Distributing Payments designed to meet a Pre-Determined Need
Liquidity of Principal
Stability of Principal
Resiliency of Principal
Growth of Principal
Maximize Capital Gains
Protection of Capital in Down Markets

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* 10. When retirees elect to decumulate their savings, which sources should retirees withdraw their money from? (Rank in order of importance - 1 being the most important to you)

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* 11. When retirees elect to decumulate their savings, what is the preferred share of the distribution from each source? (Choices must add up to 100%)

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* 12. How many years do you believe retirees should plan for and expect to rely upon the income generated by their accumulated savings?

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* 13. What do you believe is the most prudent distribution rate for retirees to expect to take from their accumulated savings each year in retirement?

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* 14. Which of the current investments are offerings within your plan?

  In Plan? How suitable would this be as a Retirement Income Solution?
Money Market
Stable Value
U.S. Bond / Fixed Income Funds
International Bond / Fixed Income Funds
Balanced / Allocation Funds
Target Risk Funds
Target Date Funds
Target Income Funds
U.S. Equity Funds
International Equity Funds
Absolute Return Funds
Annuity or Insurance Product
Managed Account

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* 15. Which of the following is your plan's QDIA?

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* 16. Have you thought about a separate QDIA for retirees?

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* 17. Does your plan allow participants to consolidate their retirement assets into the Plan?

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* 18. How often does your current plan document allow participants to take distributions?

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* 19. Does your plan allow for partial withdrawals?

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* 20. If partial withdrawals are allowed, are retirees allowed to select a specific fund(s) to take a distribution from or is the distribution calculated pro-rata across all holdings?

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* 21. Can participants select the type of money from which they take distributions (i.e. ROTH, Pre-Tax)?

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* 22. Can participants elect to receive a distribution of interest & dividend income while reinvesting capital gains?

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* 23. Are participants charged a fee per distribution event?

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* 24. What support does the plan/company offer near retirees either directly or through a service provider? Check all that apply.

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* 25. Please fill in the following information (optional):

For institutional investor use only and not to be used with the general public.

FEF Distributors, LLC (Member SIPC) distributes certain First Eagle products; it does not provide services to investors. As such, when FEF Distributors, LLC presents a strategy or product to an investor, FEF Distributors, LLC  does not determine whether the investment is in the best interests of, or is suitable for, the investor. Investors should exercise their own judgment and/or consult with a financial professional prior to investing in any First Eagle strategy or product.

First Eagle Funds are offered by FEF Distributors, LLC, a subsidiary of First Eagle Investment Management, LLC, which provides advisory services.

First Eagle Investments is the brand name for First Eagle Investment Management, LLC and its subsidiary investment advisers.

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