Page 51 - FebDefComp
P. 51
Quarter Onsite meeting results
Group Participant Action Individual Meeting Meeting Asset Save Attendees Attendees RST TRAK Consolidate Enroll Allocation More 23 33 12 53 120 37 50 486 47 59 9 52 44 23 75 52 19 19 6 25 36 20 30 93 89 111 27 130 200 80 155 631 RS-41492-03 20
Location 15 15 10 40
Date OCT NOV DEC Total 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
