Page 117 - MayDefComp
P. 117
17
RST 3 2 4 20
17
Retirement outcomes Participant Action Consolidate 4 1 5 6 2 4 1 1 5
TRAK
28
3
2
4
4
7
Not for Use with Plan Participants
Save Asset Allocation More 3 3 2 3 3 2 5 3 2 2 5 3 26 22
Enroll 2 3 3 2 8 1 19
4
4
2
2
Individual Meeting Attendees 5 7 3 9 6 2 8 40
Group Meeting Attendees 14 6 8 28 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
