CITY OF MADISON - 457

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Welcome!

Select a Plan

• CITY OF MADISON (803160) - RHS
• CITY OF MADISON (800034) - RHS
• CITY OF MADISON (300149) - 457

We're here for you! For 50 years, MissionSquare Retirement has been dedicated solely to helping those who work in public service achieve financial security. As the premier nonprofit retirement services company serving state and local government employees, our mission is simple: we are committed to serving you with a shared sense of service to help you reach your retirement goals.

Enroll in My Plan

Construya un Plan - en Español

Manage My Account

• Need access? Start here.
• Log In to My Account
• Research Investment Options

View Forms

• Account Change Form
• Active Military Service Withdrawal
• Benefit Withdrawal Packet
• Co-Provider Transfer In
• Emergency Withdrawals
• Enrollment/Change Form
• External Asset Movement Form
• Insurance Premium Direct Payment Request Forms
• Internal Asset Movement Form
• MissionSquare Retirement IncomeAdvantage Fund Spousal Lock-in Form
• MissionSquare Retirement IncomeAdvantage Fund Withdrawal Packet
• PreRetirement Contribution Catch Up
• Purchase of Service Credit
• Qualified Birth Adoption Disbursement QBAD In-Svc
• Roll Out of MissionSquare to Lifetime Income IRA Form

View Notices

• Enrollment Flyer
• Fee Disclosure Notice
• Important Considerations
• QDIA Notice

Your MissionSquare Retirement Representatives

Contact us to learn more about:

• Enrolling in your plan
• Roll-ins to your MissionSquare account
• Investment strategy and how much to save
• Your retirement readiness checkup
• Determining how much you need in retirement

Access your account or contact MissionSquare Plan Services at (800) 669-7400, if you need assistance with:

• Account login or website resources
• Investment changes
• Withdrawals, contribution amounts, account maintenance and transactions
• Balance and quarterly statement inquiries
• Personal information updates

Brad Smith

Retirement Plans Specialist

jbsmith@missionsq.org

Schedule an Appointment

Kevin Linsmeier

Retirement Plans Specialist

klinsmeier@missionsq.org

Schedule an Appointment

MissionSquare Retirement Financial Planning

Your MissionSquare CERTIFIED FINANCIAL PLANNER ^™ professional provides a comprehensive view of your finances and is focused on your and your family's overall financial wellness.

Connect with Us

Mobile App

Keep track of your finances — anywhere, any time — using our mobile app. Download it from the App Store^® or Google Play.^™

Text Updates

Sign up within your account to get your balance and more in seconds with text messages sent to your mobile device.

Alexa

Go hands free with Amazon Alexa and use voice commands to quickly access your account info.

About MissionSquare Retirement

Founded in 1972, MissionSquare Retirement helps those who serve their communities build toward a secure and confident financial future. MissionSquare is a mission-based, nonstock, nonprofit, financial services company that focuses on delivering results-oriented retirement plans, education, investments, and guidance to those working in public service.