MissionSquare

MissionSquare serves as a steadfast partner in financial wellness and retirement planning for individual and workplace retirement plan investors. With over five decades of experience, our enduring commitment remains simple yet unwavering: to be there for our customers, precisely when and where they need us. Join us as we pave the way to financial freedom together.

We are dedicated to supporting individuals on their financial journey, with $73.9 billion in assets under management and administration, and serving 1.1 million investor accounts,* we’ve made it our mission to help individuals and their families build a prosperous future — whether they’re just starting to save or planning for a secure retirement. 

We believe in a comprehensive approach and lifelong support. Our robust financial wellness program offers a range of personalized digital tools and resources, such as direct access to Certified Financial Planner® professionals and tailored services for investors’ long-term financial objectives. Helping people save for a rewarding retirement is one of our top priorities. 

Beyond finances, we engage with our communities through initiatives like the MissionSquare Memorial Scholarship Fund and the MissionSquare Foundation, established in 2022, to give back to our communities and champion the next generation of leaders. We also provide unparalleled workforce research from the MissionSquare Research Institute and our advocacy efforts focus on positive policy impacts, reinforcing our mission of helping everyone save for their desired financial goals.

Stay updated with our latest offerings and insights by visiting http://www.missionsq.org or by following us on Facebook, LinkedIn, and X.

*As of December 31, 2025. Includes 457(b), 401(a), 401(k), 403(b), Retirement Health Savings (RHS) plans, Employer Investment Program (EIP) plans, affiliated IRAs, and investment-only assets. Includes assets under administration and management by MissionSquare with its subsidiaries. AUA does not reflect a company’s financial stability or strength.