MissionSquare Retirement

Invest in a shared sense of service




Founded in 1972, MissionSquare Retirement is a non-profit, independent financial services corporation focused on providing retirement plans and related services to those who serve in government, healthcare, education and not-for-profit organizations.  With approximately $73 billion* in assets under management and administration, MissionSquare delivers personalized guidance to more than 1.65 million participants.  MissionSquare offers 457(b), 401(a) and 403(b) supplemental retirement plans as well as a Health Reimbursement Arrangement (HRA) to save dollars tax exempt to pay for future qualified medical expenses.

Our network of extremely talented people – client champions, retirement consultants and Certified Financial Planner™ professionals strive to simplify employer plan administration and help participants develop strategies to achieve their retirement savings goals.

At MissionSquare, our goal is to promote an environment that recognizes the value and diversity of every individual.  We take pride in the fact that women and people of color make up over 75% of our executive leadership team and over 69% of our employees.  Our strength in diversity positions us better to deliver upon the unique needs of the markets we serve.

For 50 years, our mission has been constant — to help those who serve reach their financial goals with confidence and retire with the dignity they deserve.

*As of March 31, 2022. Includes 457, 401, 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.

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