Page 118 - AugDefComp
P. 118
Retirement outcomes
Individual Participant Action Meeting Asset Save Attendees RST TRAK Consolidate Enroll Allocation More 3 14 9 1 2 1 2 2 2 3 5 6 3 1 1 1 3 1 3 1 2 1 2 1 1 1 1 1 1 2 2 4 3 7 2 2 1 1 2 2 2 1 1 1 2 17 11 33 26 14 19 20 20 Not for Use with Plan Participants
Group Meeting Attendees 30 2 13 1 3 2 1 11 2 2 1 54 For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location Teams Teams Teams
Date 6/3 6/5 6/8 6/9 6/15 6/17 6/19 6/22 6/23 6/29 6/30 10
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
