Retirement Plan Glossary
that the participant elects to invest in each of the plan’s investment fund options, subject to employer restrictions, for different contribution types (employer, employee and portable benefits/rollover sources). (See ... . For example, a 30-year mortgage is amortized by regular monthly payments. (2)Amortization also refers to the practice of averaging the initial cost of an investment over its lifetime to calculate a real ... of that person. asset Anything having commercial or exchange value owned by an individual, business or institution. asset allocation Dividing or apportioning of investment funds among different
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457 & 401 Plans
457 & 401 Plans 457 & 401 Plans For 401 defined contribution and 457 deferred compensation retirement plans, MissionSquare Retirement makes available a variety of investment options. For 401 defined contribution and 457 deferred compensation retirement plans, MissionSquare Retirement makes available a variety of investment options. Many of those investment options are MissionSquare or MSQ Funds ... Diversified International Fund MissionSquare Emerging Markets Fund Specialty MSQ Cohen & Steers Realty Shares Fund Investors should carefully consider their own investment goals
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Stable Value Investments
restrictions on certain transfers and withdrawals. Stable value investments should be considered as part of a diversified investment portfolio, especially for those with low tolerances for risk ... account online or contact us . Investors should carefully consider their own investment goals, risk tolerance and liquidity needs before making an investment decision. Investing involves risk, including possible loss of the amount invested. The Funds’ offering and disclosure documents include a complete summary of all fees, expenses, financial highlights, investment objectives and strategies
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Investment Education
Investment Education Investment Education Learn what you need to help you reach your long-term goals. a/7381 document.location.replace('https://www.missionsq.org/rec');
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Products & Services
. Products and Services Explore employer-sponsored plans, investment options, financial planning services, and more At MissionSquare, we offer plan sponsors and participants a wide range of plan products, fund options, investment guidance, and personal financial planning services to help you achieve your unique goals. Tax-Advantaged Retirement Plan Products Our products ... Tax-advantaged savings plan to fund health care costs. EIP Employer Investment Program Employer pre-fund trust option for Other Post-Employment Benefits (OPEB
Why MissionSquare Retirement Is the Right Choice
and a broad investment selection. Whether you are just starting to save for your retirement or deciding whether the MissionSquare Retirement plan available through your employer is the best option ... public employees since 1972 , with specialists in public employee retirement planning and education. MissionSquare Retirement offers a broad selection of investment opportunities. Participants ... 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
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MissionSquare Retirement Applauds Passage of SECURE 2.0 Retirement Legislation
NEWS 20221223-MissionSquareRetirementApplaudsPassageofSECURE20RetirementLegislation MissionSquare Retirement Applauds Passage of SECURE 2.0 Retirement Legislation Lower Cost Investment Options ... . In addition, 2.0 makes it easier for public safety workers to cover their medical care by modernizing withdrawal processes from these governmental plans. Collective Investment Trusts (CITs) as lower cost investment options in 403(b) plans used by public schools, colleges, universities, and other tax-exempt organizations. SECURE 2.0 takes the needed first step toward providing 403(b) plans overall
Resources for Plan Participants
. Consider investing your retirement savings to help you better achieve your financial goals. Professional Investment Management Get point-in-time fund advice or ongoing investment management ... and throughout your retirement years, your plan benefits continue, including access to financial professionals, financial planning resources, investment advisory services, and more. Utilize plan benefits, like: Access to a Certified Financial Planner ® professional Help with required minimum distributions Professional investment management through Guided Pathways ® Advisory
Consultants
employees. Not your ordinary retirement services company Why consultants want to partner with us Hands-on business development support Lower-cost investment ... investment programs The MissionSquare Difference $72B In AUM&A 1.3M+ Participant Accounts 9,000 Employer Plans As of Dec. 31, 2024. Includes 457(b), 401(a), 401(k), 403(b), and Retirement Health Savings (RHS) plans, Employer Investment Program (EIP) plans, affiliated IRAs, and investment-only assets. Includes assets under administration and management
Policies and Disclosures
and employers and is for informational purposes only and is not investment advice. Reference to any fund or asset class on this site is not a recommendation to buy, sell, or hold that fund or asset class. MissionSquare Retirement and its affiliates are not responsible for any investment action you may take as a result of this information or interpretation of this information. When Funds are marketed to institutional clients by our Investment Only (IO) team, the Funds are offered by MissionSquare Investment Services, an SEC registered broker-dealer and FINRA member firm. MissionSquare Investment
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