Take advantage of a solution that can make a significant difference when it comes to student debt. Brought to you through TIAA and powered by Savi, this tool helps find the best federal repayment and forgiveness programs for your financial situation鈥攑lus it simplifies the long-term task of navigating the way to forgiveness.
蜜桃影像 offers employees the opportunity to save for retirement on a tax-advantaged basis through the 蜜桃影像 Retirement 403(b) Plan. While 401(k) Plans are offered to those working at 鈥渇or-profit鈥� organizations, 403(b) retirement plans are offered to those working at certain 鈥渢ax-exempt or not-for-profit organizations鈥� such as educational institutions. TIAA administers the Retirement Plan on behalf of 蜜桃影像.
In addition, and to help with your financial plan, Marquette has partnered with external organizations that can guide you on saving for retirement, Social Security, Medicare and Medicaid and more.
Their employee presentation materials are included below. While Marquette does not attempt to make exclusive endorsements of financial advisors, the information contained within these presentations will provide a framework for you to use in your financial planning. Your decision about using an advisor (or not) is totally up to you.
Learn more about each program:
蜜桃影像 403(b) Retirement Plan
The 403(b) Retirement Plan offers eligible employees the opportunity to make contributions through pre-tax deferrals or through Roth deferrals. Marquette matches contributions based on certain eligibility criteria. All the details can be found on the Employee Benefits website and in the Summary Plan Description.
TIAA Counseling Sessions
Register for a confidential virtual counseling session with a TIAA consultant by visiting or by calling 1-800-732-8353, Monday through Friday from 7:00 am to 7:00 pm CST.
Once you are on the TIAA scheduling website, select:
On-campus Meetings Available
Meet with a TIAA financial consultant on-campus. Space is limited, so
Life Insurance and Accidental Dealth & Dismemberment (AD&D)
To aid in your financial security, 蜜桃影像 provides Basic Life Insurance and AD&D coverage to eligible employees. The Employee Benefits website shows all the details.
Retirement Resources from Francis Investment Counsel
A Word about Francis Investment Counsel:
鈥淔rancis Investment Counsel is a nationally recognized expert advisor to the employer retirement plan marketplace. Our Firm鈥檚 roots in retirement plan consulting opened our eyes to a tremendous need. We saw everyday people lacking objective financial advice from professionals they could trust. Our overall philosophy is driven by our sincere desire to develop personal relationships with employees of all income levels, providing them financial advice within a sales-free environment. Combined with years of experience, original content, and flexible delivery, our MoneyAdvice@Work庐 Financial Wellness Services help organizations take care of what matters most: their people.鈥�
Their presentation materials from their on-site visit to 蜜桃影像 on January 10, 2024 follow:
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Retirement Resources from Next Level Planning and Wealth Management
A Word about Next Level Planning and Wealth Management:
Our business is based on close personal relationships. We equate the relationship with our clients as a 鈥減ersonal financial coach鈥� who provides comprehensive financial education and management. Realizing that to make any relationship work people must be comfortable working together, we clearly define the roles and responsibilities of each party to ensure a cohesive, productive alliance. Topics include:
For more information, contact:
Paul T. Tourville, CASL, Partner
Next Level Planning & Wealth Management
(414) 369-6623 鈥� Direct
Retirement Resources from LifeMatters, our Employee Assistance Plan (EAP) partner
Also, on mylifematters.com (password MU1), you will find webinars on a variety of topics. Below are just a few examples:
- Financially Savvy Seniors
- On the Road to Riches: The Basics of Saving and Spending
- The Psychology of Spending
- Wills, Durable Powers of Attorney and Estate Planning
- Retirement and Elder Care
- Wills & Estates
- Real Estate
Learn more about Retiree Health Insurance Options: Pre-65 and 65 and Older
Report an accessibility problem
To report another problem, please contact humanresources@marquette.edu
