Page 265 - NovDefComp

19

MMR TRAK 1 1 1 39 1 1 1 2 2 1 2 1 1 1 2 1 2 1 1 1 1 1 1 1 5 19

Retirement outcomes Participant Action Consolidate 3 2 1 2 4 5 1 2 1

Not for Use with Plan Participants

Save Asset Allocation More 1 1 1 1 1 22 14 1 1 1 5 2 1 2 1 1 2 3 2 1 4 6 1 1 2 4

4
Enroll 8 1 9 8 1
3

Individual Meeting Attendees 1 1 1 1 1 2 2 1 2 1 2 1 1 5 1

Group Meeting Attendees 39 18 2 17 8 7 For Advisor and Plan Sponsor Use Only –
Onsite meeting results

Location Virtual Virtual Virtual SamCERA Virtual Virtual NEBO Virtual Virtual Virtual Virtual LMS Virtual NEBO Virtual 4

Date 9/1 9/2 9/8 9/9 9/10 9/11 9/14 9/15 9/16 9/18 9/21 9/22 9/24 9/28 9/29 15

Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00