Page 40 - NovDefComp
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Retirement outcomes
Group Participant Action Individual Meeting Meeting Asset Save Attendees Attendees RST TRAK Consolidate Enroll Allocation More 1 1 4 1 4 10 3 1 2 3 8 3 14 3 4 4 2 2 2 2 6 3 2 5 5 4 6 1 4 3 2 2 2 5 5 4 29 1 5 22 4 16 2 1 3 3 1 1 3 3 2 1 2 2 21 0 1 12 56 46 95 17 17 Not for Use with Plan Participants For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location Harbor EPA JSCP 455 CC HSA-RC 455 CC 455 CC Alameda Maguire SMMC City Daly SamCERA CC 455 SMMC 455 CC RC HSA - HARBOR 17
Date 7/1 7/2 7/3 7/8 7/8 7/9 7/10 7/11 7/15 7/15 7/16 7/17 7/22 7/22 7/23 7/23 7/24 13
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
