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Welcome!

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
• CoProvider Transfer Out
• Emergency Withdrawals
• Enrollment/Change Form
• External Asset Movement Form
• Insurance Premium Direct Payment Request Forms
• Internal Asset Movement Form
• Loan Reamortization
• PreRetirement Contribution Catch Up
• Purchase of Service Credit
• Qualified Birth Adoption Disbursement QBAD In-Svc

View Notices

• Enrollment Flyer
• Fee Disclosure Notice
• QDIA Notice

Financial Wellness Center

Visit the MissionSquare Retirement Financial Wellness Center right from your account for 100+ interactive short videos, charts, calculators, articles, and tutorials. Get answers to your questions about debt, emergency savings, college tuition planning, investing, retirement planning, and much more.

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Grow My Savings

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Am I on Track?

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What Type of Investor Am I?

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Your MissionSquare Retirement Representatives

Contact us for assistance with:

• 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

Richert Hart

Retirement Plans Specialist

rhart@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.

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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.