As part of our ongoing commitment to your well-being, the University Retirement program is preparing to launch a valuable new service, MMA Prosper Wise to help with retirement planning. Launching this summer, this service provides planning and support tools to guide you and your family’s financial goals in retirement. MMA Prosper Wise provides access to educational resources to help you reach your financial goals in retirement, a custom website with retirement planning tools, and the ability to meet one-on-one with a financial coach. TIAA, the recordkeeper, will continue providing the same services participants currently receive in the University Retirement Program.
Special message from Douglas W. Phillips, Senior Vice President and Chief Investment Officer, and Chairman, Retirement Plan Committee:
On behalf of the Retirement Plan Committee, I encourage you to take advantage of a valuable new service now available through the University’s retirement plan. Offered by Marsh & McClellan Agency (MMA), an independent investment advisory firm, this service provides professional, unbiased financial advice to all eligible employees—regardless of whether they have a balance in the plan. While TIAA remains the plan’s recordkeeper and continues to provide existing support, MMA offers a complementary perspective. Participants may also choose to rely solely on MMA for financial guidance if they prefer.
I encourage you to read the enclosed materials and register for an introductory appointment with MMA.
Thank you for all that you do for the University and the people we serve.
Take advantage of the tools and resources included in this new service
Financial Coaches – Speak to a Financial Coach who can answer your questions about retirement, debt and budgeting, college savings, investments, and more.
Personalized Content – Answer a few quick questions and build a personalized action plan to enhance your retirement investment and money management skills.
Calculators and Worksheets – Utilize the calculators and worksheets to help with financial planning related to retirement goals, budgeting, mortgage payments and student loans.
Coming Soon
In the coming weeks, you will receive additional information and an access code that will allow you to create a login and begin utilizing the offerings available on the Prosper Wise site. Due to anticipated high demand, access to the new service will be made available to employees in two phases. Phase 1 will launch on July 1, 2025. All employees with a last name starting with the letters A–K will receive an introductory email with additional enrollment instructions and the link to the Prosper Wise site. Phase 2 will launch on July 14, 2025, and employees with a last name starting with the letters L–Z will receive the introductory email.
View a brief video to learn more about the new service.