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How We Serve Plan Sponsors

Our service offerings are designed to simplify plan administration and help your employees achieve their financial goals.
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Contact Us
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As a plan sponsor, you’re committed to helping your employees achieve financial security. At MissionSquare, we partner with you to provide comprehensive solutions to help meet your employees’ needs and simplify your plan administration.

Simplifying Retirement Plan Administration for Sponsors

With more than 50 years of experience, we have the tools and expertise to support you. Learn more about our service approach.
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Plan Sponsor Solutions

We’re dedicated to partnering with you to help your employees plan for their financial futures, offering a range of investment and education solutions to help them achieve their financial goals.
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Legislative, Regulatory, and Fiduciary Resources

We keep you informed on legislation impacting your plan and help you make changes to optimize your plan benefits.
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Building a Modern Retirement Program

Learn how the Greater Lakes Water Authority partnered with MissionSquare to design and launch a modern defined contribution retirement program aligned with its total rewards philosophy.
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Helping Employees Achieve Their Financial Goals

Our employee experience guides individuals on the path toward their financial goals, from their first day on the job to their last and all the days that follow.
Plan Education
We deliver targeted campaigns showing employees the value of their plan and what it can offer them. Our dedicated representatives host virtual and on-site meetings to discuss plan benefits.
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Plan Participation and Savings
Our robust financial education program focuses on encouraging employees to start saving to their plan and increase their savings over time.
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Financial Wellness
As employees continue to save, they’ll have access to resources like [small-caps]Certified Financial Planner[/small-caps]® professionals and personalized financial goal plans to help them along their financial wellness journey.
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Lifelong Retirement Planning Support
In retirement, we continue to support individuals with retirement income planning, strategies for taking Social Security, estate planning, Medicare options, and more.
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The MissionSquare Difference

98%
Client Retention Rate
24 Years
Average Client Tenure
300+
Awards Since 2010
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As of December 31, 2025. Includes 457(b), 401(a), 401(k), 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.
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Ready To Set Up a Plan?

If you’re a plan sponsor looking to partner with MissionSquare on your plan administration needs, let’s talk. Complete the form, and one of our representatives will be in touch.
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