Page 47 - FebDefComp
P. 47
Quarter Onsite meeting results
Group Participant Action Individual Meeting Meeting Asset Save Attendees Attendees RST TRAK Consolidate Enroll Allocation More 3 5 2 4 5 7 3 4 7 4 6 6 5 6 8 14 6 7 3 5 4 10 5 6 6 4 9 4 4 1 4 3 5 5 8 3 4 4 5 1 4 3 6 12 2 7 3 4 3 3 4 6 8 1 8 6 10 4 5 4 4 6 2 2 1 2 2 2 6 7 6 5 8 47 59 9 52 44 23 75 52 RS-41492-03 18
Location MAPLE 455 CC SMMC YSC 455 CC SMHS 455 CC SMMC HARBOR 455 CC 2000 455 CC MISSION SMHS CC 455 15
Date4 11/1 11/4 11/4 11/5 11/12 11/12 11/13 11/14 11/14 11/18 11/18 11/19 11/19 11/26 11/26 9 For Advisor and Plan Sponsor use only. Not for use with Plan Participants.
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART Ready Tool
4 th

