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Tax-deferred savings option for state and local public employers and some nonprofits.
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 are designed for public sector, education, health care, nonprofit, and for-profit employers.Tax-sheltered annuity plan offered by public schools and some nonprofits.
Money-purchase plan for government or educational organizations and nonprofits.
Profit-sharing plan used by for-profit companies and some government employers.
Saving Options for Health Care Costs in Retirement
We offer several accounts designed to help participants fund one of the largest retirement expenses.Tax-free option to help employees build assets for medical expenses.
Tax-advantaged savings plan to fund health care costs.
Employer pre-fund trust option for Other Post-Employment Benefits (OPEB).
Boost Savings With an IRA
A Roth or traditional IRA can help you save more for future expenses, provide additional tax advantages, and add flexibility when you start taking withdrawals.
Diverse Fund Options for All Types of Investors
MissionSquare offers a wide range of investment options with historically strong performance compared to peers.Target-date funds are an ideal option for investors looking to keep their portfolio streamlined and simple, yet diversified. Funds include a mix of investments, such as stocks, and bonds, and are designed to become more conservative over time as you reach your target date for retirement.
Diversify easily and with a constant range of risk in a single fund. Target-risk funds allow you to select a fund with the right level of risk for you. The funds are then designed to maintain this level of risk, ranging from conservative to aggressive.
Stable value investments can add conservative risk to your portfolio. They’re designed to provide relatively stable income and can be a good choice for those with lower risk tolerances or shorter time horizons.
Prefer to build your own diversified portfolio? We have a solution for that, too.
Explore a variety of investment options, including U.S. and international stocks, bonds, target-date and target-risk funds, stable value funds, and more to create your own ideal fund mix within your employer-sponsored, IRA, or RHS plans.
Investment Guidance and Personal Financial Planning Services
Our plan products include access to services designed to simplify saving and investing.
Professional Investment Advice
Invest easily with our professional investment advice services. Use Fund Advice for point-in-time recommendations or enroll in Managed Accounts for ongoing investment management through an independent financial expert.
Financial Planning with a CFP® Professional
Access expert financial planning services like one-on-one consultations with a CERTIFIED FINANCIAL PLANNER® professional, a personalized financial goal plan, and more at no additional charge.*
*A fee of up to $175 may be assessed for account balances less than $100,000.
Simplify Your Savings
Rolling outside savings into your MissionSquare Retirement account could help you streamline your finances and give you a clearer picture of your savings.
Frequently Asked Questions About Plan Rules
Find answers about contribution limits, IRA taxes, Required Minimum Distributions, withdrawals, and more.
(Also see 457(b), 401(a), 401(k), 403(b) and IRA pages.)
