On September 15, 2025, the Department of Treasury and the Internal Revenue Service (collectively, the IRS) issued long-awaited final regulations implementing the statutory changes made by the SECURE 2.0 Act of 2022, including the requirement that catch-up contributions made by certain catch-up eligible participants must be designated Roth contributions.
MissionSquare evolves customer experience to help meet the growing financial needs of individuals and their families
MissionSquare announces firm’s largest reduction in fund costs, providing investors with greater long-term investment value
Introduction of 5ForLife fund builds on growing interest in lifetime income solutions from employers and employees alike.
State and local government employers faced fewer hiring challenges in the past year, a new MissionSquare Research Institute report finds.
On July 4, 2025, President Trump signed into law a large tax and spending cut package that Congress passed the day prior.
MissionSquare announced today that Max Hamm has joined the company as head of Strategic Programs. In this newly created role, Hamm will oversee MissionSquare’s enterprise-wide efforts to guide the scoping, evaluation, and execution of strategic projects. He reports to Drue Holloway, chief strategy officer at MissionSquare.
A new research report from the MissionSquare Research Institute reveals key factors contributing to retirement readiness among public sector employees, including how employee tenure affects overall financial confidence.
MissionSquare is pleased to announce the appointment of Dr. Shari Hensrud as head of Investment Strategies, effective May 29. Hensrud will report to Doug Coté, chief investment officer (CIO) at MissionSquare.
MissionSquare Retirement announced its support for the Retirement Fairness for Charities and Educational Institutions Act (HR 1013), following today’s House Financial Services Committee vote to advance the legislation.
A new study from MissionSquare Research Institute highlights the significant differences in how student loan debt impacts the financial well-being of public and private sector workers.
On April 30, 2025, the U.S. House Oversight and Government Reform Committee advanced a slate of measures related to the GOP's budget reconciliation package.
A new research report from MissionSquare Research Institute reveals that a majority of public sector employees surveyed, particularly those in education, public safety, and health and human services, lack the guidance they need to confidently prepare for retirement.
MissionSquare Retirement is pleased to announce the appointment of Tom McAndrews as Chief Legal Officer (CLO), reporting to the firm’s chief executive officer and president, Andre Robinson.
MissionSquare Retirement is pleased to announce the appointment of Betsy Schroeder as head of Retail Products.
MissionSquare Retirement is pleased to announce the appointment of Joshua Hsu as the firm’s new vice president and head of firm strategy.
Cigna Healthcare has selected MissionSquare, an organization that advocates for retirement security and financial well-being, as a recipient of their 2024 Gold Healthy Workforce Designation for demonstrating a strong commitment to improving the health and vitality of its employees through a workplace well-being program.
A new report from MissionSquare Research Institute sheds light on the financial independence expectations of American teenagers. The study, titled "Expectations for Achieving Financial Independence among American Teenagers," explores how financial education, demographic factors, and financial concerns influence teens' confidence in achieving financial independence.
MissionSquare Retirement is pleased to announce the appointment of Brian Bouchard as its new Defined Contribution Investment Only (DCIO) Platform Director, alongside Niles Monica, who joined earlier this year as Institutional Client Advisor. Both will work together to enhance the organization’s investment offerings and accelerate its growth in the DCIO market.
A new study from MissionSquare Research Institute reveals that public sector employees exhibit high acceptance rates of default investments in defined contribution (DC) plans.
A new report from MissionSquare Research Institute finds student loan debt influences job acceptance decisions for 56% of public sector employees and 62% of private sector employees.
On January 24, 2025, the Social Security Administration (SSA) posted an update through almost a dozen Q&As on its implementation of the WEP/GPO repeal to their website.
On Friday, January 10, 2025, the Department of the Treasury and the IRS (collectively, the IRS) released proposed regulations addressing three provisions of SECURE 2.0 that impact catch-up contributions to certain types of employment-based retirement plans.
MissionSquare Research Institute has identified six key workforce trends to watch in 2025. The trends focus on job motivations, succession planning, emerging technologies, retirement planning, debt, stress, and mental health.
Market and investment strategist Doug Coté, CFA, has been selected to serve as Chief Investment Officer for MissionSquare Investments and MissionSquare Retirement, organizations committed to helping employees and their families achieve financial wellness and retirement security