Products & Services Overview
, and educational tools and services. MissionSquare Retirement is committed to helping public sector employees build retirement security through retirement programs, investment products, and educational tools ... the opportunity to pay for medical expenses on a tax-free basis. IRAs An IRA allows you to save for retirement with tax advantages and flexibility. Investment Products Investment Options MissionSquare Retirement makes available a wide but manageable range of investment options to help you build a diversified portfolio, including target-date and target-risk, stable value
https://www.missionsq.org/products-and-services/products-and-services-overview.html
What To Look Out For When Selecting a 403(b) Plan
, whether a plan is “good” or “bad” is going to depend on whether it works for your situation. You should consider cost, how the plan is administered, and its investment options. Employers may offer ... with the lowest costs. Alongside cost, you should consider how much control you have over the plan and its investment options. Some vendors only offer a short list of funds in their plan, that they manage themselves. Other vendors allow for open architecture, that is, they include investment options from other companies, too. You should also look at each vendor’s responsiveness and level of customer
MissionSquare Retirement's Frequent Trading Policy
Frequent Trading Policy MissionSquare Retirement's Frequent Trading Policy Mutual funds available within retirement plans are intended for long-term investment purposes. While the vast majority of investors understand this principle, a handful of investors may engage in frequent or excessive trading. Unfortunately, the practices of a few can sometimes have an adverse affect on the majority of investors. Frequent Trading Hurts Long-term Retirement Investors Mutual funds available within retirement plans are intended for long-term investment purposes. While the vast majority of investors
Public Sector Employees Show High Acceptance of Default Investments in Defined Contribution Plans, According to New MissionSquare Research Institute Study
) plans. The study, titled " Default Investment Acceptance Among Public Defined Contribution Plan Participants, " explores how demographic factors (such as age, income, and gender) and economic factors ... investment options, such as target-date funds, in helping employees save for retirement. The study also compares the default investment acceptance rates of public sector employees with those of private ... , with over 80% of participants accepting the default option across all ages. Demographic Influences: Default investment acceptance declines with age and income levels but is higher among female
Plan Sponsors
(a), 401(k), 403(b), Retirement Health Savings (RHS) plans, Employer Investment Program (EIP) plans, affiliated IRAs, and investment-only assets. Includes assets under administration and management
About Us
(k), 403(b), Retirement Health Savings (RHS) plans, Employer Investment Program (EIP) plans, affiliated IRAs, and investment-only assets. Includes assets under administration and management
Privacy Policy
Retirement Trust MissionSquare Investment Services VantageTrust Company, LLC VantageTrust VantageTrust II Multiple Collective Investment Funds Trust (“VantageTrust II”) VantageTrust III Master Collective Investment Funds Trust (“VantageTrust III”) MissionSquare Investments Vantagepoint Transfer Agents, LLC [This Policy is applicable to MissionSquare Retirement and its above noted affiliates] Our Privacy Policy. Protecting your privacy is important to us. In providing retirement and other financial services and investment products to you, we collect certain nonpublic personal information
401(k) Plans
beneficiaries. The value of the account is based on the contributions you make and the investment performance over time. Get to know your 401(k) plan For further plan information, contact ... ) plan allows you to participate in your employer’s investment options, which are often a mix of stocks, bonds, and mutual funds. Even better is the benefit of employer-matching of your contributions to accelerate your financial growth. Other benefits include: More Control . You decide how much of your earnings you wish to contribute from each paycheck and can change your investment
https://www.missionsq.org/products-and-services/401(k)-retirement-savings-plans.html
MissionSquare Retirement Policies
participants 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. Contact MissionSquare Plan Services for applicable disclosure documents or prospectuses which contain more information on management fees, other fund expenses, and investment risks and objectives. You should
https://www.missionsq.org/about-us/policies-and-disclosures/missionsquare-retirement-policies.html
IRA vs. Brokerage Account: What's the Difference?
penalties either. But brokerage accounts are taxable, unlike IRAs which are either tax-deferred or tax-free and have rules around contribution and withdrawals. What Is an IRA? An investment retirement account or IRA is a long-term investment account that allows you to make contributions up to a certain limit. If you’re younger than 50 years old , your maximum IRA contribution for 2025 ... . To initiate investment through a brokerage account, you add funds to your account, which can be managed in several ways: Manage it yourself. Self-managed portfolios allow you to buy, sell