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Retirement outcomes
Group Participant Action Individual Meeting Meeting Asset Save Attendees Attendees RST TRAK Consolidate Enroll Allocation More 4 2 5 3 3 1 5 2 5 2 1 2 4 4 5 3 9 16 5 15 13 8 20 25 2 7 1 1 1 3 3 6 2 4 1 9 1 4 5 35 68 29 73 64 43 83 114 21 21 Not for Use with Plan Participants For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location s m a Teams s m a Remote
Date APR e T MAY JUN e T Total
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
