Page 21 - NovDefComp

Gleason, Robert

From: Gleason, Robert
Sent: Thursday, August 20, 2020 10:27 AM
To: Lisa Okada; Jay Castellano; Kim Pearson
Cc: Bill Tugaw (billtugaw@sstbenefits.com); Hackleman, Paul
Subject: 2020 Due Diligence Acknowledgement Relative to Special Services

Hello Lisa, Jay, and Kim,

As you are aware, MassMutual actively assists participants relative to the following special services:

 Pre‐retirement catch‐up provision
 Hardship Withdrawal processing
 Loan administration
 QDRO services

Please accept this email as confirmation that MassMutual and our business partners do exercise care and proper due
diligence relative to our processes surrounding each of the above items to assure that our practices are consistent with
IRS guidelines relative to proper administration of these services.

This communication is intended to satisfy the specific agenda item that addresses this topic (currently item #9) relative
to the Deferred Compensation Committee Meeting of August 27, 2020.

Best Regards,

Robert Gleason
Director, Client Management | Workplace Solutions
Phone (860) 835-8093 | Cell (916) 765-5566

100 Bright Meadow Boulevard | MIP 1542 | Enfield, CT 06082

MassMutual is one of the 2020 World’s Most Ethical
Companies ® - for the 7th year in a row.

Massachusetts Mutual Life Insurance Company (MassMutual ® ), Springfield, MA 01111-0001, and its affiliated companies.
Ethisphere ® and World’s Most Ethical Companies ® are registered trademarks of Ethisphere ® .

Registered Representatives of MML Distributors, LLC, a member of the MassMutual Financial Group. Supervisory Office: 100 Bright Meadow Blvd., Enfield CT
06082‐1981 (413) 788‐8411 MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated
companies and sales representatives, Springfield, MA 01111‐0001.

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