Resources For Plan Participants
How We Serve Participants
Building retirement security for public service employees
MissionSquare Retirement is dedicated to helping public service workers achieve financial security, from saving their first dollar to reaching their retirement and beyond.
Why Save for Retirement?
Retirement is one of the biggest financial decisions you’ll face in your lifetime. Planning early and saving consistently for retirement can help you:
Enjoy tax benefits and greater savings returns
Support your family
Plan for the lifestyle you want
Prepare for future health care costs
Saving Early Matters
When you start saving for retirement can have a big impact on your financial future.
Get to Know Your 457(b) Deferred Compensation Plan
Saving to a 457(b) plan can supplement any pension or Social Security benefits to help you reach a secure retirement. Watch the video to learn about key benefits.
Enroll in your plan and start saving for your future today.
Tools and Resources for Each Stage of Your Financial Journey
We’re with you every step of the way, from enrolling in your plan to enjoying your retirement. Access digital and in-person services designed for public service employees like you.
Take the first step in your retirement savings journey and enroll in your employer-sponsored plan. Starting early and contributing regularly toward your retirement are key to achieving your financial goals. Search for your plan resource site and easily enroll online or schedule a meeting with your Retirement Plans Specialist for help.
Whether you’re starting your retirement savings journey, enjoying retirement, or somewhere in between, our educational tools and resources can help you make informed financial decisions.
Explore popular participant resources, like the:
You’re enrolled in your plan and making regular contributions toward your future. Consider investing your retirement savings to help you better achieve your financial goals.
Professional Investment Management
Get point-in-time fund advice or ongoing investment management through our Guided Pathways® Advisory Services.
Financial Planning Resources
Log in to your account to view fund options or get help from one of our Certified Financial Planner® professionals.
From your retirement account, you can access tools and resources, monitor your account activity, and submit transactions. MissionSquare provides resources to help you stay informed about important financial topics and take actions that are aligned to your financial goals.
As you near retirement and throughout your retirement years, your plan benefits continue, including access to financial professionals, financial planning resources, investment advisory services, and more.
Utilize plan benefits, like:
- Access to a Certified Financial Planner® professional
- Help with required minimum distributions
- Professional investment management through Guided Pathways® Advisory Services
Financial Planning Services for All
Eligible participants have access to expert financial planning services through our team of Certified Financial Planner® professionals at no additional charge.* Services can include access to a CFP® professional, a personalized financial goal plan, exclusive webinars, and more.
*A fee of up to $175 may be assessed for participants with account balances less than $100,000.
The MissionSquare Difference
A dedicated partner you won’t find anywhere else.
Public Sector Expertise
We offer unique tools and strategies designed specifically for public service employees.
Lifelong Commitment
We serve participants from plan enrollment to retirement and all the days that follow.
One Mission
We focus solely on our mission: to help public service employees achieve financial goals.