New Financial Planning and Wellness Benefit now available!
At Marquette, we understand that wellness isn’t just physical, it’s financial, too. And we’ve heard our employees who have been asking for more tools and resources to help with their financial planning. That is why we are pleased to introduce the financial wellness services of Francis LLC.
This benefit connects you with down-to-earth financial planners who educate, advise, and coach on any money matter including defeating debt, making and managing investments, exploring tax strategies, understanding Social Security, transitioning to retirement and more! They have no investment products to sell, so you can feel confident that you will always receive completely objective advice. This service is offered as an employee benefit as part of Marquette’s Total Rewards and there are no per session fees, so you can meet with a financial planner as often as you wish. Financial education and advisory services are included in the plan fees or paid for by Marquette. (video introduction)
The Francis team will be on campus every month. Spouses and partners are welcome to join. Connecting with a financial planner for an onsite or virtual session is easy. Here’s how:
2. Download their free mobile app. Search for Francis LLCat Google Play or the Apple Store. With the app, you can select a financial planner, begin messaging them, and book a virtual appointment.
3. Call 866-232-6457
While Marquette does not attempt to make exclusive endorsements of financial advisors, the information contained on this page 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. The Investment Advisor Questionnaire is one tool that can be used to help choose a financial advisor.
Marquette University offers employees the opportunity to save for retirement on a tax-advantaged basis through the Marquette University Retirement 403(b) Plan. While 401(k) Plans are offered to those working at “for-profit” organizations, 403(b) retirement plans are offered to those working at certain “tax-exempt or not-for-profit organizations” such as educational institutions. TIAA administers the Retirement Plan on behalf of Marquette University.
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.
Financial Planning and Wellness Benefit from Francis LLC
This benefit connects you with down-to-earth financial planners who educate, advise, and coach on any money matter including defeating debt, making and managing investments, exploring tax strategies, understanding Social Security, transitioning to retirement and more! They have no investment products to sell, so you can feel confident that you will always receive completely objective advice. This service is offered as an employee benefit as part of Marquette’s Total Rewards and there are no per session fees, so you can meet with a financial planner as often as you wish. Financial education and advisory services are included in the plan fees or paid for by Marquette.
The Francis team will be on campus every month. Spouses and partners are welcome to join. Connecting with a financial planner for an onsite or virtual session is easy. Here’s how:
1. Visitfrancisway.com/marquetteand click on “Individual Financial Planning”
2. Download their freemobile app.Search for Francis LLCat Google Play or the Apple Store. With the app, you can select a financial planner, begin messaging them, and book a virtual appointment.
Register for a confidential virtual counseling session with a TIAA consultant by visiting TIAA.org/schedulenow 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:
Virtual Consultation (Schedule)
Your State of Residence
Search for available dates and times on the TIAA calendar
On-campus Meetings Available
Meet with a TIAA financial consultant on-campus. Space is limited, so register now.
Financial Education Webinars
Live educational webinars on a variety of personal finance related topics are also available free to Marquette employees. Sign up now!
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
Life Insurance and Accidental Dealth & Dismemberment (AD&D)
To aid in your financial security, Marquette University provides Basic Life Insurance and AD&D coverage to eligible employees. The Employee Benefits website shows all the details.
Finding relief from student loan debt
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—plus it simplifies the long-term task of navigating the way to forgiveness. For more information, click here.
