MissionSquare accelerates growth with milestone momentum in plan renewals
MissionSquare announced today a record year for retirement plan renewals, marking a significant growth milestone for the organization.
New MissionSquare Research Institute study finds workplace AI users are twice as likely to leverage emerging technology for retirement planning
New MissionSquare Research Institute study finds workplace AI users are twice as likely to leverage emerging technology for retirement planning
IRS Issues Final Regulations on SECURE 2.0 Roth Catch‑Up Contribution Rules
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 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
MissionSquare announces firm’s largest reduction in fund costs, providing investors with greater long-term investment value
MissionSquare teams up with Income America to offer customers a new retirement income solution
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
State and local government employers faced fewer hiring challenges in the past year, a new MissionSquare Research Institute report finds.
Congress Passes and President Signs Into Law “One Big Beautiful Bill”
On July 4, 2025, President Trump signed into law a large tax and spending cut package that Congress passed the day prior.
MissionSquare continues to expand its strategy team with a new head of Strategic Programs
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.
New MissionSquare Research Institute report finds that less-tenured public sector employees face greater concerns about retirement readiness
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.
Shari Hensrud to lead Investment Strategies at MissionSquare
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 strongly supports - and encourages Congress to pass - the Retirement Fairness for Charities and Educational Institutions Act
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.
New MissionSquare Research Institute Study Shows Public Sector Workers Feel the Strain of Student Loan Debt More Than Private Employees
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.
House Oversight Committee Marks Up Changes to Federal Employee Retirement
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.
Majority of public sector workers need help determining how much to save for retirement, a new MissionSquare Research Institute report finds
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 names Tom McAndrews as Chief Legal Officer
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 to Build Out Personal Wealth Unit, Hires Betsy Schroeder to Lead Retail Solutions
MissionSquare Retirement is pleased to announce the appointment of Betsy Schroeder as head of Retail Products.
MissionSquare Retirement Welcomes Joshua Hsu as Vice President and Head of Firm Strategy
MissionSquare Retirement is pleased to announce the appointment of Joshua Hsu as the firm’s new vice president and head of firm strategy.
MissionSquare Retirement Earns 2024 Cigna Healthy Workforce Designation™ for the Second Year in a Row
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.
New MissionSquare Research Institute Study Reveals Insights into U.S. Teens' Outlook for Achieving Financial Independence
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 Expands Sales Team with Key Appointments to Strengthen DCIO Platform
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.
Public Sector Employees Show High Acceptance of Default Investments in Defined Contribution Plans, According to New MissionSquare Research Institute Study
A new study from MissionSquare Research Institute reveals that public sector employees exhibit high acceptance rates of default investments in defined contribution (DC) plans.
Student Loan Debt Is a Key Influencer in U.S. Worker Decisions to Accept and Stay in Jobs, New MissionSquare Research Institute Study Finds
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.
Social Security Administration Provides WEP/GPO Repeal Implementation Update
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.
IRS Issues Proposed Regulations on SECURE 2.0 Catch-up Contributions
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.