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MMR TRAK 0 2 24 22 1 5 95 54 51 158 21 20
Retirement outcomes Participant Action Consolidate 7 1 0 1 14 5 1 2 1 36 25 (5 new since 10/1)
Not for Use with Plan Participants
Save Asset Allocation More 9 1 34 56 2 4 95 106
6
4
Enroll 1 1 35 8 1 64
1
3
Individual Meeting Attendees 3 2 30 5 1 68
Group Meeting Attendees 1 3 146 8 7 255 Additional Special Services Pre-Retirement Eligibility Reports Service Credit Purchases (Year-to-date) 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
