Educational Services for Participants
Participant Education and Engagement
Through our award-winning participant education program, we engage your employees in their plan resources and benefits from plan enrollment to retirement and beyond.
Meeting Your Participants Wherever They Are
Whether your participants prefer face-to-face meetings or an online experience, our team is available to help.
Online and on the Go
Our digital resources are designed for busy public sector employees and include:
- Websites and mobile apps.
- Online financial education resources, including videos, calculators, and more.
- Email communications, including our participant newsletter and magazine.
- Text notifications and Ask Alexa capabilities.
In-Person and Virtual Meetings
When it comes to something as important as finances, we recognize many participants prefer in-person interactions. That’s why all of our plans have:
- A Retirement Plans Specialist available for in-person or virtual meetings.
- Certified Financial Planner® professionals providing live webinars and consultations.
- Contact center representatives available for any questions.
Financial Wellness at Their Fingertips
Participants have access to over 100 financial tools and resources in the Financial Wellness Center, designed to help them make informed financial decisions.
Award-Winning Participant Education Program
Our goal-based, multichannel approach to participant education focuses on the entire retirement planning life cycle, from enrollment to retirement, engaging participants at multiple touch points both online and in person.
Participant Engagement Life Cycle and Communication Channels
Enrolling in an employer-sponsored retirement plan is often the first time new participants engage with MissionSquare Retirement. Participants can easily enroll online or meet with a Retirement Plans Specialist to educate them.
Key engagement channels:
For participants starting their careers, enjoying retirement, or somewhere in between, we provide tools and services to help them make informed decisions. Our Financial Wellness Center, for example, is a dynamic online platform with more than 100 educational videos, calculators, and articles — all within participants’ accounts.
Key engagement channels:
By joining their employer-sponsored plan, participants have taken an important first step on their retirement savings journey. MissionSquare helps participants learn about ways to supplement their retirement income and invest for their future.
Key engagement channels:
Participants can log in to their retirement account to access tools and resources, monitor their account activity, and submit transactions. MissionSquare provides resources to help participants stay informed about important financial topics and take actions that are aligned with their financial goals.
Key engagement channels:
As participants approach retirement, our representatives offer retirement planning tools and educational resources to help them prepare for the next phase in their financial journey. To and through retirement, participants have access to MissionSquare Retirement Plans Specialists, Certified Financial Planner® professionals, and more.
Key engagement channels:
Proud to be a recipient of
7 Awards for Client Education Programs in 2024.
Featured Campaign
Financial Literacy Month and America Saves Week
In April, we encouraged participants to take the Retire Well Challenge and make smart moves for their finances.
We’d love to help you.
