Financial Wellness Center

MissionSquare Retirement Financial Wellness Center

Giving participants greater control over their finances with interactive resources

Wherever you are in life, planning for your financial future is important, and we're here to help guide you based on your specific needs. The Financial Wellness Center from MissionSquare Retirement is full of educational videos, calculators, articles, tutorials, and interactive charts that can guide you at every stage.

To learn more about the Financial Wellness Center, log into your account or contact your MissionSquare representative.

What it is

The MissionSquare Retirement Financial Wellness Center is an easy-to-use, interactive, personalized, financial education resource available to all participants when they log into their account.

Why it exists

Wherever participants are in life, planning for their financial future is important, and we're here to help guide them. Living our commitment to financial wellness every day, we help public employees make informed financial decisions by giving them access to helpful and meaningful resources like our Financial Wellness Center.

What it offers

  • More than 100 tools and resources
    Educational videos, calculators, articles, tutorials, and interactive charts
  • One location
    Everything is in one place when participants log into their account at www.icmarc.org
  • Engaging financial topics
    Credit card debt and budget management, college tuition planning, general savings strategies, investing tips, retirement planning basics, and much more

How it's personalized

Each participant's experience is personalized, based on their personal and account data. When they refine their financial goals and enter a few additional facts about themselves by choosing if they consider themselves a planner, spender, learner, or worrier, they'll see customized information based on their preferences every time they visit.

As they change their preferences — for example, marital status, age group, financial personality traits, and number of dependents — topic recommendations change accordingly.

What it complements

The center complements our existing digital tools and resources for participants, including our mobile app, TextAccess, Ask Alexa, and eDelivery. Visit www.icmarc.org/digitalresources.

It also complements the human side of our business, as participants always have access to our Certified Financial Planner professionals, Financial Consultants, Retirement Plans Specialists, and phone representatives.

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