Page 118 - MayDefComp
P. 118

Retirement outcomes





                                       Group  Participant Action  Individual   Meeting  Meeting  Asset   Save  Attendees Attendees  RST  TRAK Consolidate  Enroll  Allocation  More  1  3  2  4  11  1  1  29  7  7  6  4  6  2  14  4  3  5  9  11  2  2  1  2  3  3  3  3  3  3  2  6  1  7  5  10  3  1  3  4  6  4  4  2  4  2  3  5  2  4  1  4  3  8  4  3  3  2  1  8  2  3  3  2  3  4  4  1  2  3  4  6  1  2  6  33  43  13  39  37  7  68  72  18  18 Not for Use with Plan Participants For Advisor and Plan Sponsor Use Only –
                            Onsite meeting results





                                          Location  455CC  SMMC  SamCERA  2000  YSC  NEVIN  SMHS  455CC  801  SMHS  SMMC  SMMC  MAPLE  SMHS  SMMC  455CC  SMMC  17









                                          Date      2/3  2/4  2/4  2/5  2/6  2/6   2/10  2/11  2/12  2/13  2/13  2/14  2/21  2/24  2/24  2/25  2/26  13









                                                           Prescribe:  Targeted messages,   meetings  One-to-One  Messaging  Diagnose:  The MassMutual  RetireSMART SM  Ready Tool  RS-41492-00
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