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Retirement outcomes
Group Participant Action Individual Meeting Meeting Asset Save Attendees Attendees RST TRAK Consolidate Enroll Allocation More 2 4 3 2 2 1 6 1 1 1 1 1 1 1 1 2 1 1 1 1 3 2 3 12 26 2 6 1 2 4 6 2 2 1 2 2 3 4 1 2 2 1 5 1 2 1 2 2 1 1 1 1 1 1 1 1 2 4 2 4 2 5 3 9 2 1 2 2 3 3 5 1 4 3 1 8 2 2 1 2 2 3 24 35 13 25 25 21 44 35 18 18 Not for Use with Plan Participants For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location s m a Teams s m a
Date 4/6 e T 4//7 4/8 4/9 4/13 4/14 4/15 4/17 4/21 4/23 4//24 4/27 e T 4/28 4/29 4/30 14
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
