Page 118 - MayDefComp
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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

