Page 116 - MayDefComp
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Retirement outcomes
Group Participant Action Individual Meeting Meeting Asset Save Attendees Attendees RST TRAK Consolidate Enroll Allocation More 4 1 3 2 2 5 5 3 2 3 7 14 3 3 2 3 3 3 2 3 6 7 6 2 5 4 2 9 8 8 4 4 1 3 4 1 6 2 2 2 2 2 4 4 1 5 3 8 20 28 5 26 22 19 40 28 17 17 Not for Use with Plan Participants For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location S C R E SamCERA 455CC 455CC 1 0 MAGUIRE 0 0 455CC YSC 10
Date 1/7 C 1/8 W O T 1/8 1/14 1/21 1/23 8 1/27 1/27 0 2 1/28 1/30 8
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
