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Q3 2022 Educational Meeting Results
In-person Individual Participant Action
Group One-on-one
Date Location
Meeting Session
Asset
Attendees Attendees Sign-up Save Allocation Consolidate TRAK MMR
More
JUL 13 106 24 23 32 41 26 15 8
AUG 22 101 40 17 29 35 30 38 45
SEP 7 44 12 17 3 10 10 11 0
Total 42 251 76 57 64 86 66 64 53
Additional Special Services
Pre-Retirement Eligibility Reports 23
Pre-Retirement Eligibility Use 19*
Service Credit Purchases: 20*
* Based on reports from County Benefits and SamCERA, may not match transactional data
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
