Plan Management and Employer Solutions
MissionSquare Retirement partners with plan sponsors to help you manage your plan. Our services, approach, and tools are designed to help you optimize your plan and ease your administrative burden.
Plan Management and Recordkeeping Services
Our offerings are designed to help simplify and improve your plan administration.
Data Security Program
Plan Reporting and Analytict
Online Plan Administration
Automated Processes
Fiduciary Education
Live Customer Support
Invest Securely in Your Future
Be confident 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.
Employer Solutions Delivered by an Experienced Team
Our approach to quality service is led by a dedicated representative.*
Strategic Partnership
Your Relationship Manager is committed to evaluating plan enhancements, conducting plan reviews, and answering plan design questions. They also provide updates on legislative and regulatory changes to keep you informed.
Administrative Excellence
Your Retirement Plan Account Management Team provides your administration and recordkeeping services and offers technical assistance to you and your team. They’re also here to help manage enrollments, contributions, and disbursements.
*Service approach may vary based on plan size.
On-Demand Reporting for Plan Optimization
Our analytics capabilities provide real-time data to help identify plan gaps and opportunities.
Plan Health Dashboard
The online analytics tool provides access to:
- Aggregated plan-level data.
- Peer performance comparison against plans with similar characteristics.
- Key performance metrics to determine plan health.
Contact us to learn more about our analytics capabilities.
Ongoing Fiduciary Education and Support
We provide you with information to help you meet your fiduciary responsibilities.
The MissionSquare Difference
A dedicated partner you won't find anywhere else.
Public Sector Expertise
We offer tools and strategies designed specifically for public service employees.
Lifelong Commitment
We serve participants from plan enrollment to retirement and all the days that follow.
One Mission
We focus on our mission: to help public service employees achieve financial goals.
