Page 119 - MayDefComp
P. 119
18
RST 7 2 2 4 2 4 2 4 6 33
18
Retirement outcomes Participant Action Consolidate 1 6 1 1 1 1 1 1 13
TRAK
43
4
3
6
3
3
4
4
3
7
4
2
Not for Use with Plan Participants
Save Asset Allocation More 3 2 4 6 3 5 2 3 3 3 7 5 3 4 2 3 4 3 3 2 3 2 2 3 39 37
Enroll 4 1 2 7
Individual Meeting Attendees 14 9 3 3 10 6 5 8 1 3 4 2 68
Group Meeting Attendees 11 1 29 11 4 2 8 6 72 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
