Page 45 - NovDefComp
P. 45
19
RST 2 3 3 9 17
19
Retirement outcomes Participant Action Consolidate 1 1 2
TRAK
18
4
3
4
7
Not for Use with Plan Participants
Save Asset Allocation More 2 12 5 8 6 5 8 5 7 8 1 7 1 5 21 59
Enroll
Individual Meeting Attendees 3 9 5 10 22
Group Meeting Attendees 18 20 8 17 13 10 86 For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location 455 CC 801 SMMC 455 CC 455 CC 801 SMMC CC 455 8
Date 9/3 9/3 9/9 9/11 9/16 9/16 9/23 9/30 6
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
