Page 120 - MayDefComp
P. 120
Retirement outcomes
Individual Participant Action Meeting Asset Save Attendees RST TRAK Consolidate Enroll Allocation More 2 2 3 2 1 6 2 4 2 1 3 2 4 5 4 2 5 3 9 2 2 1 2 1 2 4 4 4 2 5 4 9 2 2 1 2 3 2 5 2 2 1 1 2 2 1 1 1 8 4 4 1 4 6 6 2 2 6 3 3 1 1 3 1 1 7 2 1 11 34 31 15 29 19 30 51 19 19 Not for Use with Plan Participants
Group Meeting Attendees 12 9 4 4 12 8 11 36 For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location 455CC SMMC SMMC SMMC SMMC YSC YSC SMMC 455 CC 455CC REMOTE NEBO TEAMS TEAMS TEAMS TEAMS TEAMS NEBO 13
Date 3/2 3/2 3/3 3/4 3/4 3/4 3/5 3/5 3/9 3/10 3/13 3/16 3/16 3/17 3/25 3/26 3/27 3/30 12
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
