At MissionSquare Retirement, we’re committed to helping public employees achieve financial wellness and save for the retirement they want.
Delivering for You and Your Employees
At MissionSquare Retirement, we are your partners in public sector retirement planning. Founded in 1972, we were created for the public sector by the public sector, and our mission is simple: We are here to help public service employees build retirement security.
Our comprehensive, targeted approach combines educational tools and innovative technology to help employees navigate important retirement decisions. We continually add solutions that offer quick, easy, and secure access to account information and retirement planning resources. Our efforts concentrate on improving client experiences and outcomes, including increases in average participant contribution rates, new enrollments, and consistently high participation and retention.
Created for the Public Sector,
by the Public Sector
Scroll Down
Lynne Ford
Chief Executive Officer and President
We understand that retirement is a journey. Most people don’t realize this is the single largest financial objective we individually face in our lifetime. Yet in the last decade, retirement planning has changed. We can no longer rely on approaches that were once the norm. It has to be viewed in the context of everything else, including your current finances, career stage, and life situation.
At MissionSquare Retirement, our mission is simple: We are singularly focused on helping people working in public service reach their retirement objectives by creating a path to financial wellness they can’t get anywhere else.
We do that by exclusively offering retirement plans, investment advice, and financial education built for those who work in public service across government, health care, education, and not-for-profit sectors.
For 50 years, we’ve been the provider of choice for the public service sector. We’ve partnered
with you every step of the way, advocating for retirement programs and workforce solutions
that can reduce the burden of designing retirement plan benefits, keep costs down, and keep
employees engaged. And we continue to stay ahead of the changing needs of our clients and
their workforce. The pandemic amplified the importance of saving, contingency planning, and
addressing the challenges our clients face in attracting and retaining employees.
We're rolling out enhanced digital tools and materials designed to better engage
clients and make it easier to do business. We’ve developed more intuitive tools for managing
retirement plans, enrolling participants, and supporting workplace objectives. These are
designed to serve our clients’ changing needs and the shifting needs of their workforce —
leading them forward with the right tools, information, and advice to help them stay on track
and reach their retirement objectives.
We know you have choices when it comes to your retirement plan provider. As we embark on
our next 50 years, we’re even more invested in serving the needs of the public service sector to drive innovation and continue improving the client experience with a shared sense of service. Let us help you build a secure financial future that works for you and your employees.
Letter from Lynne Ford, CEO and President
Tracking Our Success with You
As of July 31, 2024
$79.2B
AUMA
Participant Accounts
A Letter from
Lynne Ford
CEO and President
Employer Plans
By the Numbers
50
States Served
Average Client Tenure
29
Awards and Recognition Won Since 2010
225
Years
+
As of December 31, 2023
Working Toward Financial Wellness
We believe everyone deserves a secure retirement. That’s why for 50 years, we’ve been helping those who serve their communities prepare for their financial future. With a focus on providing retirement plans, investment options, and personalized service, we meet the unique needs of our participants, making it easier for them to reach their goals at every step of their retirement journey.
Robust, interactive learning tools and support are available for participants throughout all
career stages, with a focus on personal finance objectives such as budget management,
retirement planning, college planning, debt management, saving for emergencies, and more.
An easy-to-use, personalized digital hub that gives participants access to tools, research, and data that can make it easier to take the next step toward improved financial health
Digital
Hub
Access to MissionSquare Retirement Plans Specialists and CERTIFIED FINANCIAL PLANNER™ professionals who work directly with participants
Retirement and financial planning services that help participants save for the long term as well as other personal financial goals
Education that actively engages participants with their retirement plans, making it easier for them to navigate saving and take steps toward retirement readiness and their future — whatever career stage they’re in
Webinars, workshops, and individual consultations complemented by impactful technology and tools, including calculators and our mobile app designed to build participants’ confidence when making decisions about their financial wellness
CERTIFIED FINANCIAL PLANNER™ Professionals
Financial Planning Services
Participant Education
Technology and Tools
Wide Range of Investment Products
MissionSquare Retirement can provide a variety of investment options for defined contribution retirement plans such as 457(b), 401(a), 401(k), and 403(b), as well as IRAs.
Our in-house funds employ a multi-management approach that applies sound investing principles to optimize return potential relative to risk.
Diverse investment options include target-date, target-risk, stable value, and lifetime income funds.
These investments are supplemented with actively managed, index, stock, and bond funds to meet the savings needs of all participants.
Learn More
Moving Our Mission Forward
It’s in our name and it’s in our focus to further expand our community outreach and advocacy programs.
Click below to find out more.
More Information
Partnerships
Advocacy
We founded the MissionSquare Retirement Memorial Scholarship Fund to honor local and state government employees, as well as personnel who work in the education, health care, and not-for-profit sectors, who lost their lives in service to their communities. The fund has raised over $1 million toward scholarships since 2001.
We founded the MissionSquare Research Institute to better understand the public workforce, and our research is used to attract and retain those in service to the public. Research areas include pensions, health benefits, compensation, employment practices, and best practices in workforce wellness programs.
With an initial $20 million grant from MissionSquare Retirement, we founded the MissionSquare Foundation so we can better support the needs of the communities we serve through outreach and impact programs, signature projects to revitalize communities, and grants designed to give back to those who need support the most.
We work with industry groups and meet with key congressional staff at the federal level, as well as representatives at the state level, to share our perspectives on policies and legislation we believe will positively impact plan sponsors and participants. These efforts reinforce our mission of helping public employees and their families save for the retirement they want.
Advocacy
We partner with leading public-focused organizations, including ICMA; the National Association of Government Defined Contribution Administrators, Inc.; the National Association of State Retirement Administrators; the Local Government Hispanic Network; the National League of Cities; and the National Forum for Black Public Administrators.
Partnerships
MissionSquare Retirement Executive Leadership
Moving Our Mission Forward
Deanna J. Santana
Acting Chief Executive Officer
& President
28 years
in public service
Orlando Cruz
Senior Vice President
Chief Growth Officer
25 years
in financial services
Sheri Gilchrist
Senior Vice President
Chief Marketing Officer
30 years
in financial services
Sonya Sbar
Senior Vice President
Chief Product & Strategy Officer
25 years
in financial services
Katherine Schulze
Senior Vice President
Chief Legal & Corporate Affairs Officer
26 years
in financial services
Dai Shi
Senior Vice President
Chief Financial Officer
25 years
in financial services
Lynne Smith
Senior Vice President, Chief Client Experience & Technology Officer
25 years
in financial services
Regina Wharton
Senior Vice President
Chief Human Resources Officer
18 years
in financial services
Steve Summers
Managing Vice President
Chief Internal Auditor
25 years
in financial services
Wayne Wicker
Senior Vice President
Chief Investment Officer
39 years
in financial services
Our fund lineup incorporates diversification of ideas, strategies, and asset classes, including equity, fixed income, target-date, target-risk, and stable value investment options. Once an investment lineup is selected and implemented, we partner with employers to provide the tools to help them meet their fiduciary responsibilities and strengthen their relationships with their employees.
While working hard to care for themselves and their families, employees deserve solid retirement plans in which they can invest for their futures. Our focus is on helping employers make such plans available.
Copyright © 2024 MissionSquare Retirement Privacy Policy Important Legal Information Overview of Disaster Recovery and Business Continuity Plans Form CRS
Digital
Hub
An easy-to-use, personalized digital hub that gives participants access to tools, research, and data that can make it easier to take the next step toward improved financial health
CERTIFIED FINANCIAL PLANNER™ Professionals
Access to MissionSquare Retirement Plans Specialists and CERTIFIED FINANCIAL PLANNER™ professionals who work directly with participants
Financial Planning Services
Retirement and financial planning services that help participants save for the long term as well as other personal financial goals
Participant Education
Education that actively engages participants with their retirement plans, making it easier for them to navigate saving and take steps toward retirement readiness and their future — whatever career stage they’re in
Technology and Tools
Webinars, workshops, and individual consultations complemented by impactful technology and tools, including calculators and our mobile app designed to build participants’ confidence when making decisions about their financial wellness
Copyright ® MissionSquare 2024
Privacy Policy
Important Legal Information
Overview of Disaster Recovery and Business Continuity Plan
Form CRS
MissionSquare Retirement Executive Leadership
Meet Our Team
It’s in our name and it’s in our focus to further expand our community outreach and advocacy programs.
Click below to find out more.
Moving Our Mission Forward
More Information
Advocacy
Partnerships
We founded the MissionSquare Retirement Memorial Scholarship Fund to honor local and state government employees, as well as personnel who work in the education, health care, and not-for-profit sectors, who lost their lives in service to their communities. The fund has raised over $1 million toward scholarships since 2001.
We founded the MissionSquare Research Institute to better understand the public workforce, and our research is used to attract and retain those in service to the public. Research areas include pensions, health benefits, compensation, employment practices, and best practices in workforce wellness programs.
With an initial $20 million grant from MissionSquare Retirement, we founded the MissionSquare Foundation so we can better support the needs of the communities we serve through outreach and impact programs, signature projects to revitalize communities, and grants designed to give back to those who need support the most.
We work with industry groups and meet with key congressional staff at the federal level, as well as representatives at the state level, to share our perspectives on policies and legislation we believe will positively impact plan sponsors and participants. These efforts reinforce our mission of helping public employees and their families save for the retirement they want.
Advocacy
We partner with leading public-focused organizations, including ICMA; the National Association of Government Defined Contribution Administrators, Inc.; the National Association of State Retirement Administrators; the Local Government Hispanic Network; the National League of Cities; and the National Forum for Black Public Administrators.
Partnerships
Learn More
Wide Range of
Investment Products
MissionSquare Retirement can provide a variety of investment options for defined contribution retirement plans such as 457(b), 401(a), 401(k), and 403(b), as well as IRAs.
Our in-house funds employ a multi-management approach that applies sound investing principles to optimize return potential relative to risk.
Diverse investment options include target-date, target-risk, stable value, and lifetime income funds. These investments are supplemented with actively managed, index, stock, and bond funds to meet the savings needs of all participants.
An easy-to-use, personalized digital hub that gives participants access to tools, research, and data that can make it easier to take the next step toward improved financial health.
Digital
Digital
Access to MissionSquare Retirement Plans Specialists and CERTIFIED FINANCIAL PLANNER™ professionals who work directly with participants.
CERTIFIED FINANCIAL PLANNER™ Professionals
CERTIFIED FINANCIAL PLANNER™ Professionals
Retirement and financial planning services that help participants save for the long term as well as other personal financial goals.
Financial Planning Services
Financial Planning Services
Education that actively engages participants with their retirement plans, making it easier for them to navigate saving and take steps toward retirement readiness and their future — whatever career stage they’re in
Participant Education
Participant Education
Webinars, workshops, and individual consultations complemented by impactful technology and tools, including calculators and our mobile app designed to build participants’ confidence when making decisions about their financial wellness.
Technology and Tools
Technology and Tools
Digital
CERTIFIED FINANCIAL PLANNER Professionals
Financial Planning Services
Participant Education
Technology and Tools
Robust, interactive learning tools and support are available for participants throughout all
career stages, with a focus on personal finance objectives such as budget management,
retirement planning, college planning, debt management, saving for emergencies, and more.
Working Toward
Financial Wellness
We believe everyone deserves a secure retirement. That’s why for 50 years, we’ve been helping those who serve their communities prepare for their financial future. With a focus on providing retirement plans, investment options, and personalized service, we meet the unique needs of our participants, making it easier for them to reach their goals at every step of their retirement journey.
By the Numbers
As of December 31, 2023
States Served and the District of Columbia
50
Average Client Tenure
29
Years
Awards and Recognition Won Since 2010
225
+
Tracking Our Success
with You
As of July 31, 2024
AUMA
Employer Plans
Participant Accounts
Delivering for You and
Your Employees
At MissionSquare Retirement, we are your partners in public sector retirement planning. Founded in 1972, we were created for the public sector by the public sector, and our mission is simple: We are here to help public service employees build retirement security.
Our comprehensive, targeted approach combines educational tools and innovative technology to help employees navigate important retirement decisions. We continually add solutions that offer quick, easy, and secure access to account information and retirement planning resources. Our efforts concentrate on improving client experiences and outcomes, including increases in average participant contribution rates, new enrollments, and consistently high participation and retention.
Our fund lineup incorporates diversification of ideas, strategies, and asset classes, including equity, fixed income, target-date, target-risk, and stable value investment options. Once an investment lineup is selected and implemented, we partner with employers to provide the tools to help them meet their fiduciary responsibilities and strengthen their relationships with their employees.
While working hard to care for themselves and their families, employees deserve solid retirement plans in which they can invest for their futures. Our focus is on helping employers make such plans available.
Scroll Down
At MissionSquare Retirement, we’re committed to helping public employees achieve financial wellness and save for the retirement they want.
Created for the Public Sector, by the Public Sector
Sign up for the MissionSquare Research Institute eNewsletter to get the latest public sector research and analysis.
MissionSquare Retirement is committed to helping those in the public sector build retirement security and while their service to their communities must one day come to an end, our commitment to serve them does not. We are with them to, and through, retirement.
“Call-To-Retire” Police
“Call-To-Retire” Fire
For closed captioning please view on videos here.
MissionSquare Retirement is committed to helping those in the public sector build retirement security and while their service to their communities must one day come to an end, our commitment to serve them does not. We are with them to, and through, retirement.
“Call-To-Retire” Fire
“Call-To-Retire” Police
9,100+
1.9M
$79.2B
9,100+
1.9M
and the District of Columbia
“Call-To-Retire” City Admin
“Call-To-Retire” City Admin
