Products & Services Overview
MissionSquare Retirement is committed to helping public sector employees build retirement security through retirement programs, investment products, and educational tools and services.
Products
Tax-advantaged Plans
457 Deferred Compensation, 401(a) Money Purchase, 401(k) Retirement Savings, and 403(b) Defined Contribution Plans
Make convenient paycheck contributions through your employer’s retirement plan.MissionSquare Retirement Health Savings (RHS) Plans
MissionSquare Retirement's employer-sponsored health benefit savings vehicle provides the opportunity to pay for medical expenses on a tax-free basis.IRAs
An IRA allows you to save for retirement with tax advantages and flexibility.
Investment Products
Investment Options
MissionSquare Retirement makes available a wide but manageable range of investment options to help you build a diversified portfolio, including target-date and target-risk, stable value, and guaranteed lifetime income funds.
Services
Guided Pathways® Advisory Services
Guided Pathways® Managed Accounts provides you with ongoing personalized investment management throughout your retirement journey as we assist you — every step of the way — in reaching your retirement goals.Financial Planning Services
Our CFP® professionals can assist you with a variety of financial planning services, including financial plans that provide objective, personalized guidance to help you reach your retirement goals.
Managed Accounts is a fee-based service.
Investment advice and analysis tools are offered to participants by MissionSquare Retirement, a federally registered investment adviser. Investment advice is the result of methodologies developed, maintained and overseen by the independent "Financial Expert" (as defined in the Department of Labor's Advisory Opinion 2001-09A) Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management LLC is not affiliated with MissionSquare Retirement and its affiliates. The Morningstar name and logo are registered marks of Morningstar, Inc. For additional information on our Guided Pathways Advisory Services, please refer to our Form ADV Part 2A Brochure available at www.adviserinfo.sec.gov.
Investors should carefully consider their own investment goals, risk tolerance and liquidity needs before making an investment decision. Investing involves risk, including possible loss of the amount invested. The Funds’ offering and disclosure documents include a complete summary of all fees, expenses, financial highlights, investment objectives and strategies, and risks, and should be carefully reviewed before investing. This information is available when you log in at www.missionsq.org/login, or upon request by calling (800) 669-7400.