MissionSquare PLUS Fund Information
MissionSquare PLUS Fund Information MissionSquare PLUS Fund Information MissionSquare PLUS Fund Information This information is provided for client use only. Summary Fund Holdings (Unaudited) February 28, 2022 January 31, 2022 December 31, 2021 November 30, 2021 .header { display: none; } #header { border-bottom: none; } #pageUtilities #breadcrumb { display: none; } #socialIcons ul { display: none; } #footer { display: none; } .wsmenucontainer {width: 0;} .animated-arrow {display: none;} en-us
https://www.missionsq.org/participants/education/missionsquare-plus-fund-information.html
Retirement Plan Glossary
pending transfer requests. fund transfer restriction 1) Limitations placed by investment contract providers on direct transfers from the PLUS fund to “competing funds,” such as the MSQ Cash Management Fund, Certificates of Deposit and other short-term cash or bond funds. The restrictions permit indirect transfers from the PLUS Fund into a “non-competing fund.” After 90 days in the “non-competing ... S T U V W XYZ N net asset value The current worth of a share in a particular fund, calculated by totaling the market value of all securities owned by the fund, plus cash and other
https://www.missionsq.org/for-individuals/education/glossary.html
457 & 401 Plans
plan, including fee-adjusted performance data, log in to your account online or contact MissionSquare Plan Services. Each Fund listed below is invested in a single underlying MissionSquare Fund or in a single third-party mutual fund. While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses. 401 and 457 Employer Retirement Plans Funds --> Stable Value/Cash Management MissionSquare PLUS Fund Bond MissionSquare Core Bond Index Fund MSQ Allspring Core Plus Bond Fund MissionSquare
https://www.missionsq.org/products-and-services/457-and-401-plans.html
Retirement Health Savings (RHS) Funds
RHS Program Retirement Health Savings (RHS) Funds The fund options listed here are available for investment through a MissionSquare Retirement Health Savings (RHS) account The following funds are available for investment through a MissionSquare Retirement Health Savings (RHS) account. MissionSquare RHS Investment Options Fund Name Stable Value/Cash Management MissionSquare PLUS Fund Bond MissionSquare Low Duration Bond Fund MissionSquare Core Bond Index Fund MissionSquare Inflation Focused Fund MissionSquare High Yield Fund
https://www.missionsq.org/products-and-services/rhs-program.html
MissionSquare History
Contribution Plans. 1989 Surpassed 100,000 participant accounts. 1991 Introduced the VantageTrust PLUS Fund, an industry-leading stable value fund. 1995-1998 Launched our public website, participant website, and employer website. 1999 Launched the Retirement Health Savings Program , designed to help participants fund retiree health care through a tax-advantaged plan. 2000 Surpassed 500,000
International Tax Consultant
. • US mutual fund tax rules knowledge is a plus. • Broad consulting and compliance experience in the area of foreign taxation. • Ability to perform independent analysis of tax issues ... tax compliance and planning strategies involving all foreign tax matters of the Vantagepoint Funds (“the Fund”), a regulated investment company with diversified international investments ... functions of the position, to include informing and educating key business line staff on matters relevant to the Fund’s tax compliance in foreign jurisdictions. Essential functions
https://www.missionsq.org/about-us/careers/current-job-openings/international-tax-consultant.html
Doug Coté Appointed to Chief Investment Officer for MissionSquare Retirement
performance for MissionSquare’s flagship stable value product, the MissionSquare PLUS Fund. In January 2024, she was elected to the Stable Value Investment Association Board. We extend our gratitude ... at Voya Investment Management. He also held the role of Chief Investment Officer and Founder of the Quant Market Neutral Fund at Schooner Investment Management Hedge Fund. Recognized as an accomplished ... 2023. Another fund he managed, Global Perspectives Portfolio Fund, earned a 5-star rating from Morningstar ® as of December 31, 2020, for the Overall, 3-, and 5-year periods **. Doug is also
401(k) Plans
or target-risk fund, or rely on specific investment advice through Guided Pathways ® Advisory Services . To review investment options for your plan, log in to your account. Traditional vs. Roth 401(k ... ½. But prior to that, you will pay a 10% early withdrawal penalty plus taxes on the dollars you take out, although some exceptions apply. Funds withdrawn from a Roth 401(k) are tax-free so long
https://www.missionsq.org/products-and-services/401(k)-retirement-savings-plans.html
Stable Value Investments
and/or shorter time horizons. The MissionSquare PLUS Fund may be available in your plan. To view the specific investments available in your plan, including fee-adjusted performance data, log in to your
https://www.missionsq.org/products-and-services/stable-value-investments.html
MissionSquare Retirement’s Karen Chong-Wulff Elected to Stable Value Investment Association Board of Directors
of stable value in building retirement security.” With 37 years of investment management experience, Chong-Wulff leads MissionSquare Retirement’s Fixed Income team. She oversees fund investment management, including stable value investment management, fixed income investment management, and credit research. Her fund/stable value investment management responsibilities include the due diligence ... oversight for managed fixed income, stable value, and cash portfolios/funds. She also serves as lead portfolio manager for internally managed stable value portfolios including the MissionSquare PLUS