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MMR TRAK 2 3 2 4 12 1 2 1 1 2 2 2 1 2 2 1 2 2 1 1 24 22 18
Retirement outcomes Participant Action Consolidate 3 5 2 1 3 14
Not for Use with Plan Participants
Save Asset Allocation More 5 4 12 27 4 6 2 1 1 4 1 2 2 3 1 2 1 2 2 1 2 5 34 56
Enroll 8 3 8 1 1 14 35
Individual Meeting Attendees 9 4 2 1 2 4 1 2 2 2 1 30
Group Meeting Attendees 13 82 12 14 23 146 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
