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P. 220

Q2 2021 Educational Meeting Results                                                                                                                                      EDUCATION

















                                                                                    In-person             Individual                                     Participant Action
                                                                                    Group                 One-on-one
                                                      Date          Location
                                                                                    Meeting               Session                               Save       Asset
                                                                                    Attendees             Attendees                Sign-up      More     Allocation  Consolidate  TRAK       MMR

                                                       APR              18                 146                     38                35          57         61         29          23         114

                                                      MAY               10                  27                     18                21          14         13          3          14         27

                                                       JUN              12                  40                     17                23          19         13         12          6          29

                                                      Total             41                 213                     73                79          90         87         44          43         170










                                                     Additional Special Services


                                                              Pre-Retirement Eligibility Reports                                                             ^22


                                                                  Pre-Retirement Eligibility Use                                  * Will need to request this from Marife


                                                                   Service Credit Purchases:                                                         * 35 forms sent




                                                        * Based on report from County Benefits, may not match transactional data




















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