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Plan Sponsor Solutions

Educational Services for Participants

Through our award-winning participant education program, we engage your employees in their plan resources and benefits from plan enrollment to retirement and beyond.
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How MissionSquare Serves Plan Sponsors

At MissionSquare, we offer solutions to help support you and your workforce through every stage of life. We provide customized tools, dashboards, tailored resources, and expert guidance to deliver retirement solutions for you and your employees.
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Meeting Your Participants Wherever They Are

Whether your participants prefer face-to-face meetings or an online experience, our team is available to help.
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Online and On the Go

Our digital resources are designed for busy employees and include:

  • Websites, mobile apps, and text notifications.
  • Online financial education resources, including videos, calculators, and more.
  • Email communications, including our participant newsletter.
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In-Person and Virtual Meetings

When it comes to something as important as finances, we recognize many participants prefer in-person interactions. That’s why all of our plans have:

  • A Retirement Plans Specialist available for in-person or virtual meetings.
  • CFP® professionals providing live webinars and consultations.
  • Contact center representatives available for any questions.
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Award-Winning Participant Education Program

Our goal-based, multichannel approach to participant education focuses on the entire retirement planning life cycle, from enrollment to retirement, engaging participants at multiple touch points both online and in person.
Enroll
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Enrolling in an employer-sponsored retirement plan is often the first time new participants engage with MissionSquare. Participants can easily enroll online or meet with a Retirement Plans Specialist to educate them.

Key engagement channels:

  • Participant account website
  • Educational campaigns
  • RealizeRetirement® newsletter
Learn
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For participants starting their careers, enjoying retirement, or somewhere in between, we provide tools and services to help them make informed decisions. Our Financial Wellness Center, for example, is a dynamic online platform with more than 100 educational videos, calculators, and articles — all within participants’ accounts.

Key engagement channels:

  • Financial Wellness Center
  • Financial Education Center
  • Educational Campaigns
  • RealizeRetirement® Newsletter
Invest
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By joining their employer-sponsored plan, participants have taken an important first step on their retirement savings journey. MissionSquare helps participants learn about ways to supplement their retirement income and invest for their future.

Key engagement channels:

  • Participant Account Website
  • Financial Wellness Center
  • CERTIFIED FINANCIAL PLANNER® Professional Webinars and Consultations
  • Guided Pathways® Advisory Services
Manage
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Participants can log in to their retirement account to access tools and resources, monitor their account activity, and submit transactions. MissionSquare provides resources to help participants stay informed about important financial topics and take actions that are aligned with their financial goals.

Key engagement channels:

  • Participant Account Website
  • Educational Campaigns
  • RealizeRetirement® Newsletter
  • CERTIFIED FINANCIAL PLANNER® Professional Webinars and Consultations
Retire
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As participants approach retirement, our representatives offer retirement planning tools and educational resources to help them prepare for the next phase in their financial journey. To and through retirement, participants have access to MissionSquare Retirement Plans Specialists, Certified Financial Planner® professionals, and more.

Key engagement channels:

  • Participant Account Website
  • Educational Campaigns
  • RealizeRetirement® Newsletter
  • CERTIFIED FINANCIAL PLANNER® Professional Webinars and Consultations
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