Page 261 - NovDefComp
P. 261
17
MMR 1 1 1 16 1
17
Retirement outcomes Participant Action Consolidate 1 1 1 1 1 1 1 3 1 7 1 0 1
TRAK
0
1
2
2
2
2
2
1
2
1
1
2
Not for Use with Plan Participants
Save Asset Allocation More 1 1 1 2 1 1 2 2 1 1 1 1 1 2 2 5 3 1 2 2 9 1
6
Enroll 5 6 1 1
1
2
Individual Meeting Attendees 1 1 1 2 2 3 1 1 3 4 2 2 3 2
Group Meeting Attendees 7 8 16 1 3 For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location Virtual O B Virtual Virtual Virtual Virtual Virtual Virtual NEBO Virtual LMS Virtual Virtual 4
Date 7/1 7/6 E N 7/8 7/9 7/10 7/14 7/15 7/17 7/20 7/21 7/22 7/23 7/24 13
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
