MissionSquare Retirement

Just over one year ago, Andre Robinson became the CEO of MissionSquare Retirement. Today, we’re proud to share the incredible progress we have made together, including: ✅ Industry-leading service enhancements ✅ Intuitive tech upgrades for our customers ✅ Lower investment fund costs and strong fund performance Andre’s leadership has helped us align around a purpose and deliver greater value to our customers—and we’re just getting started. 📖 Read Andre’s reflection on our journey, milestones, and what’s ahead. #Leadership #GrowthStrategy #WinningCulture #TeamMissionSquare

Wishing our incredible teammates and partners a safe, relaxing, and joyful Labor Day weekend. Thank you for all that you do to help drive progress and innovation in our organization. #LaborDay #ThankYouTeam #WorkforceAppreciation #TeamMissionSquare

A recent study from MissionSquare Research Institute reveals a surprising gap between HR intentions and implementation across state and local governments. From succession planning and paid family leave to AI adoption and K–12 outreach, the data shows that while the ideas are strong, execution is lagging. 🔍 Dive into the findings and explore what’s really happening behind the scenes as reported by Barrett and Greene: https://ow.ly/EZq950WNBxW #HRInsights #StateAndLocalGov #WorkforceDevelopment #MissionSquareResearch

🏆We are thrilled to share that our plan sponsor clients have been honored with a 2025 NAGDCA Leadership Recognition Award! These awards honor innovative ideas and impactful solutions across the public sector defined contribution community. We are honored to collaborate with our partners who share a dedicated commitment to service and have been recognized in the following programs: ➡️Port of Seattle “Sail Towards Your Financial Future Campaign,” an interactive initiative designed to motivate participants to take action within their retirement plan. ➡️ Bay Area Rapid Transit (BART) “Dive Into Financial Wellness” initiative—an in-person event designed to support and engage plan participants in retirement. 👏 Check out all the winning projects: https://ow.ly/z2cw50WLEBG #ClientSuccess #LeadershipAwards #Retirement #NAGDCAAwards

How is #AI transforming the workforce and what does it mean for employee morale, service delivery, and retirement planning? Join MissionSquare Research Institute and the National League of Cities on Sept. 4 for a data-driven webinar discussion. 🔍 What you’ll learn: 1️⃣How AI is being used, trained, and overseen in government 2️⃣The link between AI comfort and job satisfaction 3️⃣How AI impacts retirement planning engagement 4️⃣Why AI enhances—rather than replaces—financial guidance 🎙️ Speakers: - Zhikun Liu, Ph.D., Head of MissionSquare Research Institute - Gerald Young, Senior Researcher, MissionSquare Research Institute 📅 Save your spot today: https://ow.ly/qev550WG0cW #MissionSquareResearch #ArtificialIntelligence #EmployeeEngagement #NLCWebinar

Our recent #MissionSquareResearch offers a compelling look into how teens perceive their financial futures and the role #financialeducation plays in shaping those views. 📊 🔍 Key findings in the MissionSquare Research Institute study, “How Teens Manage Money: Receiving, Spending, and Preferred Payment Methods,” show: • 44.3% of teens express uncertainty, and 7.6% feel pessimistic about achieving financial independence. • Financial education can significantly boost teens’ confidence in managing money and planning for the future. • Surprisingly, employed teens are less likely to feel confident about achieving financial independence. • Family size, geography, and household income influence teens’ financial outlook. 📘 Check out the full report: https://ow.ly/e2ax50WGB8g #MissionSquareResearch #TeenFinance

We are thrilled to welcome David Bloom as our new Senior Securities Counsel. David comes to MissionSquare after over 20 years at the U.S. Securities and Exchange Commission. With a strong legal and regulatory background with respect to registered investment advisers, broker-dealers, and private funds, David will be instrumental in supporting our internal business and compliance teams. Welcome to #TeamMissionSquare, David! 💼⚖️

📣 We’re proud to announce our largest reduction in fund costs to date, with expense ratios dropping by up to 45%. This strategic move reflects our commitment to helping individuals build financial security through more cost-effective, diversified, and resilient investment strategies. https://ow.ly/a87B50WBmse #MissionSquareInvestments #InvestmentStrategy #LongTermValue

📢We’re excited to announce the expansion of our product team as we continue to evolve our solutions to meet the growing financial needs of our customers. This strategic growth reflects our commitment to innovation and delivering impactful financial products for all individuals. #TeamMissionSquare #CustomerFocused #RetirementProducts

Last week, several of our teammates joined the hardworking Government of the District of Columbia employees for “Financially Fit DC at Work.” 💪 MissionSquare joined DC retirement benefits team members for an engaging event that discussed employee financial wellness and #retirement savings goals. Thanks to the collective efforts of the MissionSquare and DC Financially Fit team, employees benefited from the opportunity to be more informed and better prepared for retirement.