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Retirement Solutions for Plan Sponsors
Supporting Employees in Achieving Their Retirement Goals
As a plan sponsor, you play a crucial role in providing employees with a path toward financial security. MissionSquare provides solutions to plan sponsors to help guide employees in reaching their retirement goals.
CONTACT US
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How MissionSquare Serves Plan Sponsors
At MissionSquare, we offer solutions to help support you and your workforce through every stage of life. We provide customized tools, dashboards, tailored resources, and expert guidance to deliver retirement solutions for you and your employees.
Simplifying the Process for Plan Sponsors
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Participant Education and Engagement
We offer accessible financial education tailored specifically to employees at various life stages. From interactive tools to informative webinars, we help you and your employees make confident choices for the future.
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Plan Management and Employer Solutions
We streamline processes to reduce administrative burdens, including enrollment, payroll contributions, loans, withdrawals, and more, with automated, integrated systems that save time and ensure accuracy.
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Legislative and Fiduciary Resources
We help you stay ahead of legislative and compliance demands, providing actionable insights and guidance on regulatory trends and fiduciary updates that impact your employees.
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Products & Services Overview
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Retirement Plan Products
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We offer a wide variety of retirement plan products that fit your organization’s goals, such as 457(b), 403(b), 401(a), and 401(k) plans.
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Health Care Savings Options
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Help your employees plan for health care costs with a 401(h) Retiree Health Account, Retirement Health Savings Program, and Employer Investment Program.
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Traditional and Roth IRAs
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Besides employer-sponsored plans, give your employees additional flexibility through an IRA to help support their long-term goals.
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Advisory Services
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Our advisory services provide resources and professional guidance to help support your employees’ financial well-being.
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Use Our Intuitive Plan Health Dashboard
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Identify opportunities and discover plan gaps with our analytics tool that puts key data at your fingertips. You gain access to:
- Aggregated plan-level data to monitor trends.
- Peer performance comparisons to similar plans.
- Key performance metrics to evaluate plan health.
Frequently Asked Questions
Can I customize retirement resources to share with my employees?
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Yes. We offer a variety of videos, educational guides, calculators, and tutorials to help guide and support their financial goals.
What resources are available to assist me?
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Our Plan Health Dashboard provides insights into areas such as participant engagement, contribution rates, asset allocation, and long-term assessment. Other valuable resources include on-demand reporting for real-time data analytics and access to educational materials and webinars.
How often will I receive legislative and compliance updates?
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We provide regular alerts on federal, state, and local changes that can affect retirement plans.
Have More Questions?
Call (800) 326-7272 to speak with a representative weekdays 8:30 a.m. to 7:30 p.m. ET.
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Related Products & Resources
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Financial Planning Services
Participants have access to a variety of resources, which can include one-on-one consultations with a [small-caps]Certified Financial Planner[/small-caps]® professional, personalized financial goal plans, and webinars on topics such as Social Security, Medicare, and estate planning.
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Understanding Retirement Taxes
Most distributions from your employees’ MissionSquare retirement accounts are subject to federal and possibly state and local income taxes. Planning for these expenses is essential to helping manage their investments.
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View Taxes
Learn about rolling in funds from one retirement account to another. We make the process simple and can help your employees in weighing their options to determine what works best for their long-term goals.
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