Page 115 - AugDefComp

18

RST 24

18

Retirement outcomes Participant Action Consolidate 4 3 1 1 1 1 1 1 3 2 6 2 2 4 1 1 2 1 1 1 4 2 2 1 5 1 2 2 13
TRAK
35
2
2
3
3
1

Not for Use with Plan Participants

Save Asset Allocation More 2 1 2 3 1 2 1 2 1 4 2 4 1 2 25 25

Enroll 1 1 12 4 2 1 2 5 2 1 2 21
2
2
3
2

Individual Meeting Attendees 6 5 1 1 3 8 44

1
1
1

Group Meeting Attendees 1 2 1 26 6 2 2 1 9 3 3 35 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