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Retirement outcomes
Group Participant Action Individual Meeting Meeting Asset Save Attendees Attendees MMR TRAK Consolidate Enroll Allocation More 0 2 7 1 0 1 9 1 6 1 1 1 3 2 1 3 24 22 14 34 56 35 30 146 1 5 5 1 2 1 2 4 4 3 8 1 5 1 8 7 95 54 36 95 106 64 68 255 Additional Special Services 51 Pre-Retirement Eligibility Reports 25 (5 new since 10/1) 158 21 Service Credit Purchases (Year-to-date) 20 20 Not for Use with Plan Participants For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location 3 5 4 12 Pre-Retirement Eligibility Use Age 50+ Catch-up Use
Date JUL AUG SEP Total
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00
