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Q1 2022 Educational Meeting Results EDUCATION
In-person Individual Participant Action
Group One-on-one
Date Location Meeting Session
Asset
Attendees Attendees Sign-up Save Allocation Consolidate TRAK MMR
More
JAN 14 38 27 33 22 18 14 15 3
FEB 9 46 13 35 14 9 10 12 2
MAR 13 87 26 47 18 19 20 16 17
Total 36 171 66 115 54 46 44 43 22
Additional Special Services
Pre-Retirement Eligibility Reports 16
Pre-Retirement Eligibility Use 64
Service Credit Purchases: 26
* Based on reports from County Benefits and SamCERA, may not match transactional data
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
