Marvell Benefits - Financial Fitness

During Financial Fitness Weeks (March 15 – 31), Marvell's wellness program is offering education opportunities focused on helping you reach your financial goals — whether you are an investment pro or wanting basic information on 401(k). Join a webinar (recordings will be posted to this page) and schedule a 1:1 education session with an advisor to help better plan for a strong financial future.

401(k) & Retirement Programs

Marvell’s retirement plan consultants and administrators in the U.S. and Canada are hosting several opportunities to learn about Marvell’s retirement plans and general financial education.

Region	Date	Time	Session	Registration Link	Description
	Tuesday, March 22	9:00 a.m. PDT	Understanding your Schwab Personal Choice Retirement Account (PCRA)	Register for the webinar here	Are you interested in taking a more active role in your 401(k) plan investments? Learn how to utilize the Personal Choice Retirement Accounts (PCRA) offered through the Marvell 401(k) Plan. A PCRA is a brokerage account you manage yourself that provides access to more investment choices than are otherwise available in the plan.
		12:00 p.m. PDT
	Wednesday, March 23	9:00 a.m. PDT	Welcome to Behavioral Finance: How Emotions Impact Financial Decisions	Register for the webinar here	Join Charles Schwab as they provide insights from the field of behavioral finance about how we make financial decisions, and outline a time-tested approach to avoid the pitfalls of simply reacting to emotions and biases.
		12:00 p.m. PDT
	Thursday, March 24	9:00 a.m. PDT	College Savings: Invest in the future	Register for the webinar here	Planning for higher education can feel overwhelming. Learn about 529 accounts and other tax-advantaged strategies to save for a child's education - or your own.
		12:00 p.m. PDT
	Friday, March 25	8:00 a.m. PDT	Canada Retirement Plan: RRSP and DPSP	Watch the recorded webinar here. Passcode: Npk%A=7*	Join Canada Life for a webinar covering Marvell's Retirement Plans in Canada! Paule Verreault will be presenting an overview of Marvell's RRSP and DPSP plans, and will be answering questions related to Retirement Savings in Canada.
	Tuesday, March 29	9:00 a.m. PDT	Review your Retirement Strategy with the New Schwab Investment Analysis and Advice Tool	Register for the webinar here	Marvell's Managed Account Services gives you access to personalized advice that helps you understand how much to save and how to invest your retirement account: Calculate a target retirement income goal Receive personalized recommendations on how much to save for retirement, when to retire, and when to start taking social security benefits Select investment funds and the amount to invest
		12:00 p.m. PDT
	Wednesday, March 30	12:00 p.m. PDT	Canada Retirement Plan: RRSP and DPSP	Join the webinar via Zoom here Passcode: 414545	Join Canada Life for a webinar covering Marvell's Retirement Plans in Canada! Paule Verreault will be presenting an overview of Marvell's RRSP and DPSP plans, and will be answering questions related to Retirement Savings in Canada.
	Thursday, March 31	9:00 a.m. PDT	After-Tax Contributions and In-Plan ROTH conversions: Is it right for you?	Watch the recorded webinar here. Passcode: =$Xs6nv+	After-Tax Contributions and In-Plan Roth Rollovers allow you to contribute more to your 401(k) Plan each year. Attend this virtual workshop hosted by Sageview, Marvell's 401(k) consultant, to learn more about these plan features.
		12:00 p.m. PDT

1:1 Retirement Education Opportunities

Take advantage of one-on-one meetings with financial advisors to review your Marvell retirement accounts.

Region	Date	Registration Link	Session	Description
	March 21-31	Schedule your 1:1	1:1 Financial Coaching Sessions	Meet with Eric Weissman, a financial planner with SageView Advisory Group. SageView is a fiduciary to the Marvell 401(k) Plan and provides individualized financial consulting services to Marvell employees, covering a wide-range of financial topics including investment strategies, retirement planning, budgeting & saving strategies, etc.
	March 23, March 25 & March 30	Schedule your 1:1	1:1 401(k) Sessions	Meet with Manuel Laguer, Certified Financial Planner and Education Specialist at Schwab, for a 30-minute appointment to learn more about the Schwab 401(k) website, set up your contribution amount, and review your elections and investments. Consultations geared at employees new to the 401(k) Plan or who would like to learn more about using the online tools and features.
	March 23, March 25 & March 30	Schedule your 1:1	1:1 Canada Financial Coaching Sessions	Meet with Mike Hamilton, a financial planner at CapCorp, for a 30-minute appointment for financial coaching.

Estate Planning

Protect your assets and your family’s future by developing estate planning documents. Join a seminar on general estate planning and learn about a new pilot on-demand estate planning benefit, free for all U.S. employees.

Region	Date	Time	Session	Call-In Info/Recording	Description
	Wednesday, March 16	1:00 p.m. PDT	Plan for the Future: How an estate plan helps put you in control	Register for this webinar here.	Join Brian Douglas, CFP®, CRPC®, APMA®, ADPA®, and Private Wealth Advisor with Guidingpoint Financial Group, to learn ways to care for the people and things you love after you’re gone. During this complimentary session, you’ll learn ways to: Care for the people you love, even after you’re gone Leave behind a lasting, meaningful legacy Manage estate tax burden – for you and your heirs.
	March 21, March 28, & April 4	10:00 a.m. - 4:00 p.m. PDT	1:1 Estate Planning Session	Schedule your 1:1	Schedule a 30 minute 1:1 meeting with Kern Singh, a California Estate Planning Attorney based in Fremont. Employees must be enrolled in Marvell's Legal Plan for 2022 and must reside in California to participate. For out-of-state employees, here is a list of referrals for estate planning attorneys. Contact LegalEase if you need an additional out-of-state referral for estate planning services. Kern will contact you via the phone number listed in Workday at your scheduled appointment time. If you do not have your mobile number listed as public in Workday, please make those updates. Alternatively, you can email This email address is being protected from spambots. You need JavaScript enabled to view it. with your preferred contact number once you have made your appointment. Sessions are limited and very popular. If you do not see open days, that means all sessions have been booked. We will be offering more sessions in June.
	Monday, March 28	11:30 a.m. PDT	Introducing Rocket Lawyer	Watch the recorded webinar here. Passcode: *3!3$Y!2	Learn more about the new legal benefit Marvell is piloting for 2022: Rocket Lawyer! Rocket Lawyer provides legal assistance and self-help resources on a variety of topics and is available to all U.S. employees - no enrollment necessary!
	Friday, April 1	10:00 a.m. PDT	Real Estate: Buying and Selling with Keller Williams	Join the webinar here. Passcode: 698661	Join Myron Von Raesfeld of Keller Williams for a webinar on today's real estate market! Myron is licensed in both California and North Carolina and will be providing a balanced perspective on what you need to know about buying or selling in the current housing market.