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Financial Professionals

We provide personalized and comprehensive support to financial professionals to help you manage and optimize your plans with MissionSquare.

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Not Your Ordinary Financial Services Company

Why Financial Professionals Partner With Us

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Hands-On Business Development Support

Our comprehensive dashboard provides performance monitoring and customized reports.

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Lower-Cost Investment Choices

Our extensive fund offerings include competitive fees and a range of investment options.

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Full Fee Disclosure

We are upfront with our costs and provide full fee transparency.

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Financial Wellness Education for Individuals

Our suite of educational tools help individuals make smarter financial decisions.

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The MissionSquare Difference

$73.9B

In AUM&A

1.1M

Participant Accounts

8,900

Employer Plans

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As of Dec. 31, 2025. Includes 457(b), 401(a), 401(k), 403(b), and 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. AUA does not reflect a company's financial stability or strength.

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Research and Insights for Today’s Workforce

The MissionSquare Research Institute provides research and actionable insights to improve issues impacting employees today.

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View Latest Research

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How We Serve Financial Professionals

We provide you with a suite of useful resources, including:

Searchable list of funds, providing data such as share class, net assets, fees and expenses, and more.
Comprehensive business dashboard.
Tax-advantaged plans and products.
Interactive performance monitors and visual analytics to create customized, automated reports.

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Consultant Access

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Want To Grow Your Business?

We can help with that, too.

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Contact Our Team

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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.

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Market Insights for Financial Professionals

Stay ahead with expert market analysis and perspectives from our team of investment professionals so you can better advise your plan sponsors.

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View Insights for Professionals

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How We Serve Individuals

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

Financial Planning Services led by our team of CFP^® professionals.
Educational articles and interactive calculators designed to help them track their progress and make smarter financial decisions.
Professional investment advice to help them manage their savings.