Consultants

MissionSquare Retirement is a nonprofit focused exclusively on retirement planning for public service workers as well as employees in health care, education, and not-for-profit organizations. Founded in 1972 through a grant from the Ford Foundation, we are a leading retirement services provider for public sector employees.

Not your ordinary retirement services company
Why consultants want to partner with us

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Hands-on business development support

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Lower-cost investment choices

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Full fee disclosure

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Relevant financial wellness education for employees

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Emphasis on Diversity, Equity and Inclusion

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Employer investment programs

The MissionSquare Difference

$65

Billion in AUM&A

1.74

Million+
Participant accounts

9,300+

Employer plans

As of September 30, 2022. Includes 457, 401, 403(b), Retirement Health Savings (RHS) plans, Employer Investment Program (EIP) plans, affiliated IRAs, and investment-only assets. Includes assets under administration and management by MissionSquare with its subsidiaries. 

MissionSquare Research Institute puts issues into perspective for your clients.

View Latest Research

How we serve retirement consultants

You'll find an arsenal of useful resources, including:

Consultant Access

Want to grow your business?

We can help with that, too.

Contact Our Team

How we serve plan sponsors

Plan sponsors benefit from comprehensive plan administration, including:

  • Onboarding and plan conversion
  • Training in payroll processing
  • Comprehensive record keeping and reporting
  • Employee communications materials

Investment insights so you can better advise your clients

How we serve employees

Employees benefit from a wide range of investments, planning tools and resources, including:

  • Award-winning mobile app to review, enroll, track accounts, and conduct transactions
  • A range of retirement-readiness calculators to track progress
  • Robust and personalized financial wellness resource center that deepens employees’ financial literacy

Contact Consultant Relations

Consultants:
Please use the form and a representative will be in touch to discuss your needs and how we may assist.

 

Plan Participants or Sponsors:
Please do not use this form. View your contact options.

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