Resources for Plan Participants
through our Guided Pathways ® Advisory Services. Advisory Services Financial Planning Resources Log in to your account to view fund options or get help from one of our Certified Financial Planner ® professionals. Planning Resources From your retirement account, you can access tools and resources, monitor your account activity, and submit transactions. MissionSquare ... . Find Your Plan Tools and Resources for Each Stage of Your Financial Journey We’re with you every step of the way, from enrolling in your plan to enjoying your retirement. Access digital
Products & Services
expenses. 401(h) Retiree Health Account Tax-free option to help employees build assets for medical expenses. RHS Retirement Health Savings Account ... ideal fund mix within your employer-sponsored, IRA, or RHS plans. 457(b) and 401(a) Plan Funds ❯ Individual Retirement Account (IRA) Funds ❯ Retirement Health Savings (RHS) Funds ❯ Investment Guidance and Personal Financial Planning Services Our plan products include access to services designed to simplify saving and investing. Professional Investment
Retirement Plan Glossary
by the employer, may be completed either by phone (through MissionSquare Retirement's Self-Service phone line, a Participant Services representative or Account Access. (See “ reallocation .”) fund transfer rescission Available through Account Access, through MissionSquare Retirement's Self-Service phone line, or through a Participant Services associate, this option allows participants to negate ... typically shift assets among asset classes in response to changing market conditions. asset-based fees Charges consisting of a percentage of an account’s assets and subtracted from the assets before share
https://www.missionsq.org/for-individuals/education/glossary.html
MissionSquare Retirement Security Guarantee
of certain communications. Exercise caution with suspicious communications. MissionSquare Retirement will never request you to provide account information, your Social Security number, or access credentials ... information and online access credentials. Also ensure your devices are up to date with current security technology such as anti-spyware and antivirus software. Thank you for helping us account as secure ... and held at other institutions, unauthorized activity by an employer or plan sponsor representative with access to your account, or your own fraudulent acts and omissions. If you intentionally
Educational Services for Participants
Participants can log in to their retirement account to access tools and resources, monitor their account activity, and submit transactions. MissionSquare provides resources to help participants stay informed ... questions. Financial Wellness at Their Fingertips Participants have access to over 100 financial tools and resources in the Financial Wellness Center, designed to help them make informed ... enroll online or meet with a Retirement Plans Specialist to educate them. Key engagement channels: Participant Account Website Educational Campaigns RealizeRetirement ® Newsletter
https://www.missionsq.org/plan-sponsors/educational-services.html
Financial Planning Services
1 A fee of up to $175 may be assessed for participants with account balances less than $100,000. 2 Access is made available to participants with account balances of $1 million or more ... Financial Planning Services Financial Planning Services Guided Pathways Services provide you with easy virtual access to our Financial Consultants and CERTIFIED FINANCIAL PLANNER™ professionals. Financial Planning Services Log In To Access As part of your MissionSquare Retirement plan, you have access to financial planning services to help you achieve your financial goals. Log
https://www.missionsq.org/products-and-services/financial-planning-services.html
457(b) Deferred Compensation Retirement Plans
offers a company match, the employer will make contributions as well. Contributions are made to an account in the employee’s name for the exclusive benefit of the employee and their beneficiaries. The value of the account is based on the contributions made and the investment performance over time. Roth 457(b) Plans Some 457(b) plans offer a Roth contribution option. Roth contributions ... their retirement plan provider. MissionSquare Retirement’s Guided Pathways ® services provide plan employees with access to financial consultants and Certified Financial Planner™ professionals. 457
https://www.missionsq.org/products-and-services/457(b)-deferred-compensation-plans.html
Policies and Disclosures
that investment transactions and account changes or directions be sent via the internet through Account Access. MissionSquare Retirement’s Participant Services representatives also may be unable
https://www.missionsq.org/about-us/policies-and-disclosures.html
Plan Management and Employer Solutions
that your assets are safe with MissionSquare. Our security guarantee protects against any losses resulting from unauthorized activity when participants take simple steps to secure their account ... changes to keep you informed. Administrative Excellence Your Retirement Plan Account Management Team provides your administration and recordkeeping services and offers technical ... Optimization Our analytics capabilities provide real-time data to help identify plan gaps and opportunities. Plan Health Dashboard The online analytics tool provides access
https://www.missionsq.org/plan-sponsors/plan-management-and-employer-solutions.html
Why MissionSquare Retirement Is the Right Choice
continuing to invest your remaining assets. You will have access to investment and education materials designed specifically for public employees. Our quarterly newsletter and other publications help keep you up to date. Managing your MissionSquare Retirement account is convenient, with online access to your account, an automated voice response system, and Plan Services associates who ... have access to a variety of funds from familiar fund families. MissionSquare Retirement's fees are competitive, and all fees and expenses are fully disclosed . We also make available a Vantagepoint
https://www.missionsq.org/for-individuals/new-to-icma-rc/why-icma-rc.html