Page 42 - NovDefComp
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Retirement outcomes
Group Participant Action Individual Meeting Meeting Asset Save Attendees Attendees RST TRAK Consolidate Enroll Allocation More 2 1 2 2 3 34 3 1 3 3 15 19 2 2 3 4 3 1 3 5 1 22 27 3 4 5 4 9 19 4 2 6 6 14 0 2 15 67 21 104 18 18 Not for Use with Plan Participants For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location SMMC Alameda 455 CC EPA 455 CC SamCERA MAPLE 455 CC MAPLE 9
Date 8/12 8/13 8/19 8/19 8/20 8/20 8/20 8/21 8/30 6
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
