Page 262 - NovDefComp
P. 262
Retirement outcomes
Group Participant Action Individual Meeting Meeting Asset Save Attendees Attendees MMR TRAK Consolidate Enroll Allocation More 2 3 3 5 4 8 9 13 2 4 5 12 27 3 4 82 12 4 6 12 1 2 2 1 2 1 2 1 4 8 1 14 1 2 1 2 2 2 2 1 2 3 1 4 1 1 1 2 2 2 1 2 1 2 2 2 2 2 1 1 2 1 1 3 2 5 14 1 23 24 22 14 34 56 35 30 146 18 18 Not for Use with Plan Participants For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location NEBO SamCERA LMS Virtual NEBO Virtual Virtual Virtual Virtual Virtual Virtual NEBO 5
Date 8/3 8/4 8/6 8/7 8/17 8/20 8/24 8/25 8/26 8/27 8/28 8/31 12
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
