Page 41 - NovDefComp
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17
RST 4 3 3 2 3 2 2 1 2 21
17
Retirement outcomes Participant Action Consolidate 1 1
TRAK
0
Not for Use with Plan Participants
Save Asset Allocation More 1 1 4 2 3 3 4 2 2 2 5 4 1 4 2 5 4 1 5 4 1 3 1 3 1 2 12 56
Enroll
Individual Meeting Attendees 1 10 8 4 2 5 3 5 3 3 2 46
Group Meeting Attendees 14 6 6 2 29 22 16 95 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
