Consultants
Not your ordinary retirement services company
Why consultants want to partner with us
Not your ordinary retirement services company
Why consultants want to partner with us
Hands-on business development support
Lower-cost investment choices
Full fee disclosure
Financial wellness education for employees
Emphasis on Diversity, Equity, and Inclusion
Employer investment programs
The MissionSquare Difference
$74.2
Billion in AUM&A
1.9
Million+
Participant accounts
9,200
Employer plans
MissionSquare Research Institute puts issues into perspective for your plan sponsors.
How we serve retirement consultants
You'll find an arsenal of useful resources, including:
- Searchable list of funds, providing data such as share class, net assets, fees and expenses, and more
- Personalized, comprehensive business dashboard
- Tax-advantaged plans and products
- Interactive performance monitors and visual analytics to create customized, automated reports
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
How we serve employees
Employees benefit from a wide range of investments, planning tools and resources, including:
- Award-winning mobile app to review, enroll, track accounts, and conduct transactions
- A range of retirement-readiness calculators to track progress
- Robust and personalized financial wellness resource center that deepens employees’ financial literacy
Contact Consultant Relations
Consultants:
Please use the form and a representative will be in touch to discuss your needs and how we may assist.
Plan Participants or Sponsors:
Please do not use this form. View your contact options.