Financial Wellbeing

MCC cares about the financial wellbeing of our benefit plan participants. As such, we partner with the following organizations to provide a variety of financial planning and wellbeing services at no cost. We are certain you will find value in these services and encourage you to understand your MCC retirement, life and disability benefit plans as you work toward your own financial wellbeing.

CAPTRUST

CAPTRUST advice team members are available to all regular lay employees, priests and religious staff whose employer participates with the MCC 403(b) Retirement Savings Plan. Please visit CAPTRUST for more information and to make an appointment with a Retirement Counselor, or call (800) 967-9948.

  1. Investing Fundamentals and Target Date Funds

    Investing Fundamentals and Target Date Funds

    This webinar discusses fundamental investment concepts such as diversification, rebalancing, and the differences between stocks, bonds, and cash. It also includes information on Target Date Funds, which were recently added to the investment fund options in MCC’s 403(b) plan.

    Note: To view this recording, you will need to complete the registration form if you have not already done so. If you previously registered, please click or tap the “Already Registered?” link and enter the email address you used to register.

  2. Saving for Your Financial Future

    Hosted by CAPTRUST, the financial advisory firm that advises on the Michigan Catholic Conference 403(b) Plan, this presentation includes a brief introduction to retirement plans and how their investments operate. It will explains basic 403(b) plan features, investment options and strategies, plus the tools and resources available to help you in your decision-making process.

  3. The 25 Documents Every Person Should Have

    Hosted by CAPTRUST, the financial advisory firm that advises on the Michigan Catholic Conference 403(b) Plan, this presentation discusses the most important documents everyone should have—including a will, revocable trust, power of attorney, and more—and why.

  4. The Participant Experience

    This webinar presented by the CAPTRUST Participant Advice Services helps participants discover whether they are on track to reach their financial goals. It will explain what the participant can expect when they reach out to the CAPTRUST Advice Desk including how to schedule an appointment and the contact information for calling in directly. There is also a discussion about the CAPTRUST Retirement Blueprint which is an interactive retirement tool that is used to create a personal retirement analysis for the participant.

Empower

As the MCC 403(b) Retirement Savings Plan recordkeeper, Empower provides financial wellbeing tools on their participant website under “Tools & Solutions”. All regular employees including priests, lay and religious or participating entities regardless of their normal scheduled hours are eligible to participate in the 403(b) program. Temporary and seasonal employees are not eligible.

TELUS Health

TELUS Health (formerly LifeWorks) provides you and your family with support through a confidential Employee Assistance Program (EAP) and wellbeing resources, including access to Financial Wellbeing resources on the TELUS Health platform. Link to TELUS Health through your MCC Employee Self-Serve account or go directly to the TELUS Health platform. From the “Life” tab you may access the Financial Wellbeing toolkit (see “Money”) and multiple other resources including calculators, videos and articles.