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At MissionSquare Retirement, we serve as your steadfast partners in financial wellness and retirement planning. With over five decades of experience, our enduring commitment remains simple yet unwavering: to be there for you, precisely when and where you need us.
As a preeminent retirement plan administrator, with $80.4 billion AUMA, and serving 1.9 million participant accounts*, we possess an unparalleled understanding of your distinct needs.
We believe in a comprehensive approach and lifelong support. Our robust financial wellness program offers personalized digital hubs, direct access to Certified Financial Planner™ professionals, and tailored services for your long-term financial objectives. We take immense pride in having facilitated the successful retirement of countless individuals.
Beyond finances, we engage with our communities through initiatives like the MissionSquare Memorial Scholarship Fund and the MissionSquare Foundation, established in 2022, to give back to our communities and champion the next generation of leaders. We also provide unparalleled workforce research from the MissionSquare Research Institute and our advocacy efforts focus on positive policy impacts, reinforcing our mission of helping everyone save for their desired retirement.
Stay updated with our latest offerings and insights by visiting http://www.missionsq.org or by following us on Facebook, LinkedIn, and X.
*As of October 31, 2024. Includes 457(b), 401(k), 403(b), Retirement Health Savings (RHS) plans, Employer Investment Program (EIP) plans, affiliated IRAs, and investment-only assets.
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