Financial Decision Support & Advice

Sign post with signs for Help, Support, Advice and Guidancemarsh mclennan agency (MMA)

To help you make decisions about your retirement investments, JHU has partnered with Marsh McLennan Agency (MMA), an independent investment advisor. Along with retirement plan advice, MMA can assist current JHU employees with other personal financial topics, including how to create a budget, plan for a big expense, and the best time to claim Social Security.

You also have access to MMA’s Prosper Wise website, a digital platform and one-stop hub for all things financial planning. Through Prosper Wise, you can access educational videos, live and on-demand webinars, news articles, financial calculators, and more.

Through Prosper Wise, you can schedule time to meet virtually with a financial coach at no cost to you. MMA coaches are licensed professionals with expertise in retirement plans, investing, and financial education. They’re unbiased and do not sell products or receive commissions. To schedule a one-on-one financial coaching session, visit the Prosper Wise website, sign in, and select Talk with a Coach on the left hand side.


You can also access personalized advice on the retirement plans’ investment menus from TIAA, our 403(b) retirement plan vendor. When you meet with a TIAA financial consultant, you’ll get answers to questions such as:

  • Am I saving enough?
  • Should I change or rebalance my investment strategy?
  • Am I on track to meet my retirement goals?

Advice and education are available as part of the Johns Hopkins University retirement plan at no additional cost. Take advantage and schedule a virtual virtual financial counseling session , or by calling 800-732-8353, weekdays, 8 a.m. to 8 p.m. ET.

In-person consultations with TIAA are back in 2024! Click to view the current schedule and register for appointments in East Baltimore or Homewood. Please use the following links to view the schedule from July to December in either East Baltimore or Homewood. Please note that an appointment is required and walk-ins will not be accepted.

Learn more by exploring the education and learning site provided by TIAA. Their site provides an overview of investing basics and retirement planning, including information about asset allocation, Social Security, and other retirement topics. Planning tools and calculators are available so you can determine if you are on the right track towards your financial goals.

On-demand webinar series

Learn more about preparing for retirement through this on-demand webinar series. Specially trained, licensed MMA financial coaches offer informative and interactive lessons, tailored to JHU’s retirement plans, that can help you progressively build your knowledge from foundational to advanced topics.

  • Determining Your Goals, Needs, and Investing Preferences:  Click here to view recorded webinar.  Passcode: 4=x3uqa9
  • Investing in the Markets:  Click here to view recorded webinar.  Passcode: LQ3c^9Q%
  • All about Funds:  Click here to view recorded webinar.  Passcode: FR5pv!UE
  • Building a Retirement Portfolio:  Click here to view recorded webinar.  Passcode: %l=v3qH@
  • Self-Directed Brokerage Windows:  Click here to view the recorded webinar.  Access Passcode: 3Sx9+E?!