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Plan Sponsor Solutions
Plan Management and Employer Solutions
At MissionSquare, we partner with plan sponsors to make managing your plan easier. From helpful tools and services to personalized support, we’ll help you optimize your plan and lighten your administrative load.
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Our Mission
Our mission is to help employees achieve their financial goals. MissionSquare employer solutions are designed to support this mission, with management tools and guidance to create stronger financial outcomes.
Managing, Recordkeeping, and Support
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Data Security Program
The MissionSquare Security Guarantee protects against any losses resulting from unauthorized activity when participants take simple steps to secure their account.
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Plan Reporting and Analytics
Comprehensive reports and performance dashboards help you track plan health, explore trends, and make informed decisions.
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Online Plan Administration
Easily manage participant enrollment, contributions, and updates with intuitive online tools designed for efficiency and convenience.
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Automated Processes
Save time and reduce manual errors with our automated systems that streamline essential administrative tasks.
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Fiduciary Education
We provide information to help meet your fiduciary responsibilities, including administration, governance, structure, and employee engagement.
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Live Customer Support
Our customer support team is ready to provide you with guidance, expertise, and answer questions you may have. Contact us at (800) 326-7272.
On-Demand Reporting for Plan Optimization
Get real-time visibility into plan performance with our advanced analytics capabilities to help you identify plan gaps and highlight areas of opportunity.
Plan Health Dashboard
Our online analytics platform gives you access to:
- Aggregated plan-level data.
- Peer performance comparison against plans with similar characteristics.
- Key performance metrics to determine plan health.
Contact us to learn more about our analytics capabilities.
Employer Solutions Led by an Experienced Team
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Strategic Partnership
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Your Relationship Manager is committed to evaluating plan enhancements, conducting plan reviews, and answering plan design questions. They also provide updates on legislative and regulatory changes to keep you informed.
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Administrative Excellence
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Your Retirement Plan Account Management Team provides your administration and recordkeeping services along with technical assistance support. They’re also here to help manage enrollments, contributions, and disbursements.
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SECURE 2.0 Solutions
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MissionSquare is your partner in navigating the provisions of the SECURE 2.0 Act of 2022 and optimizing its impact for employees. View our plan sponsor resources.
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