Page 43 - NovDefComp
P. 43
18
RST 2 3 2 3 4 14
18
Retirement outcomes Participant Action Consolidate 1 1 2
TRAK
0
Not for Use with Plan Participants
Save Asset Allocation More 2 2 1 3 15 2 3 1 3 22 3 4 4 9 2 6 15 67
Enroll
Individual Meeting Attendees 3 3 4 5 6 21
Group Meeting Attendees 34 19 27 5 19 104 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

