Frequently Asked Questions
June 16, 2021
Who is MissionSquare Retirement?
Founded in 1972, MissionSquare Retirement is a non-profit independent financial services corporation focused on providing retirement plans and related services for more than a million public-sector participant accounts and approximately 9,200 retirement plans. Our mission is to help build retirement security for public employees. We deliver on our mission by focusing on service, quality, and value. All of our retirement programs, administrative services, and educational tools have been developed specifically for public-sector retirement plan administrators and participants like you.
How do I learn more about my plan?
Education Sessions. We encourage you to register for an education session. MissionSquare Retirement representatives are available to answer your questions and provide more infomation about the fund line-up and the retirement planning services available to you through the Plan.
MissionSquare Retirement Regional Manager. Your Regional Manager, Shawn Baker, can be reached at (202) 759-7014, or by email at email@example.com.
When can I call Investor Services with questions about my account?
You may contact a MissionSquare Retirement Investor Services Representative at 800-669-7400 (press zero to speak with a representative). Representatives are available Monday through Friday from 5:30 a.m. to 6:00 p.m. Pacific Time.
How do I access my account at MissionSquare Retirement?
You may access your account online at www.missionsq.org/login. Log on and access your account by following these steps:
- Step 1: Click "Set Up Your Online Access"
- Step 2: Enter your personal information, read and agree to the terms and conditions then click "Next"
- Step 3: Create your user ID and password, answer three security questions, then click "Submit."
Note: Your MissionSquare Retirement Plan numbers are as follows:
457 Deferred Compensation Plan - 307108
457 Deferred (OBRA) Plan - 307109 (part-time/seasonal employees)
Why should I stay with my City of Oakland 457 Deferred Compensation Plan after I retire?
There are many reasons to stay with your City of Oakland retirement plan, even after you retire or are no longer working for the City. Read some of the reasons here.
I still have questions. Who can I call for more information?
You may call or email your local MissionSquare Retirement representative for additional questions about your account.