light

align

left

full-bleed

true

50-50

false

Financial Professionals

We provide personalized and comprehensive support to financial professionals to help you manage and optimize your plans with MissionSquare.

#contact-us

_self

true

dark

align

left

full-bleed

true

no-padding

true

Not Your Ordinary Financial Services Company

Why Financial Professionals Partner With Us

icon-class

fa-solid fa-handshake

fa-solid fa-handshake-angle

false

Hands-On Business Development Support

Our comprehensive dashboard provides performance monitoring and customized reports.

icon-class

fa-solid fa-percent

fa-solid fa-badge-percent

false

Lower-Cost Investment Choices

Our extensive fund offerings include competitive fees and a range of investment options.

icon-class

fa-solid fa-circle-check

fa-solid fa-memo-circle-check

false

Full Fee Disclosure

We are upfront with our costs and provide full fee transparency.

icon-class

fa-brands fa-spotify

fa-solid fa-computer-speaker

false

Financial Wellness Education for Individuals

Our suite of educational tools help individuals make smarter financial decisions.

light

align

left

full-bleed

true

The MissionSquare Difference

$73.9B

In AUM&A

1.1M

Participant Accounts

8,900

Employer Plans

_self

As of Dec. 31, 2025. Includes 457(b), 401(a), 401(k), 403(b), and 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.

darkgradient

align

center

full-bleed

true

no-padding

true

limit-columns

false

Research and Insights for Today’s Workforce

The MissionSquare Research Institute provides research and actionable insights to improve issues impacting employees today.

custombutton-block-start

/content/missionsquare-edge/insights/research

View Latest Research

custombutton-block-end

light

align

left

full-bleed

true

How We Serve Financial Professionals

We provide you with a suite of useful resources, including:

Searchable list of funds, providing data such as share class, net assets, fees and expenses, and more.
Comprehensive business dashboard.
Tax-advantaged plans and products.
Interactive performance monitors and visual analytics to create customized, automated reports.

custombutton-block-start

https://investments.missionsq.org/

Consultant Access

custombutton-block-end

white

align

left

full-bleed

true

Want To Grow Your Business?

We can help with that, too.

custombutton-block-start

/content/missionsquare-edge/financial-professionals#contact-us

Contact Our Team

custombutton-block-end

lightgradient

align

left

full-bleed

true

How We Serve Plan Sponsors

Plan sponsors benefit from comprehensive plan administration, including:

Onboarding and plan conversion.
Training in payroll processing.
Comprehensive record keeping and reporting.
Employee communications materials.

light

align

left

full-bleed

true

Market Insights for Financial Professionals

Stay ahead with expert market analysis and perspectives from our team of investment professionals so you can better advise your plan sponsors.

custombutton-block-start

https://investments.missionsq.org/dcio/insights.html

View Insights for Professionals

_blank

secondary

custombutton-block-end

lightgradient

align

left

full-bleed

true

How We Serve Individuals

Individuals benefit from a wide range of investments, planning tools, and resources, including:

Financial Planning Services led by our team of CFP^® professionals.
Educational articles and interactive calculators designed to help them track their progress and make smarter financial decisions.
Professional investment advice to help them manage their savings.