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Retirement outcomes
Group Participant Action Individual Meeting Meeting Asset Save Attendees Attendees RST TRAK Consolidate Enroll Allocation More 1 2 1 3 3 8 3 16 1 2 1 1 2 2 1 2 2 1 1 1 1 3 1 3 2 4 1 1 1 1 1 2 3 2 4 3 5 9 2 2 2 1 2 9 16 5 15 13 8 20 25 19 19 Not for Use with Plan Participants For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location Teams 1 Teams
Date 5/4 5/11 5/12 5/15 5/18 5/21 5/26 5/29 8
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
