Articles from MissionSquare

The MissionSquare Research Institute (the Institute) released new research today examining key differences in financial decision-making between public- and private-sector employees, including how they seek financial advice, invest, adopt technology and plan for retirement income. The findings are further detailed in a new research report titled "How to Help Retirement Plan Participants Make Optimal Financial Decisions: Evidence From Public and Private Sector Employee Behaviors," co-authored by Zhikun Liu, Ph.D., CFP®, vice president of MissionSquare and head of the Institute; David Blanchett, Ph.D., CFA, CFP®, head of retirement research at Prudential Financial; and Gerald Young, senior researcher at the Institute.

MissionSquare announced today the launch of a new personal wealth management offering, marking a strategic expansion of the firm’s services to help meet the evolving financial needs of individuals and their families. This evolution reinforces MissionSquare’s commitment to delivering comprehensive retirement planning and personal wealth management solutions to support customers at every stage of their financial journey.

MissionSquare announced today the activation of Income America 5forLife®, its retirement income solution designed to help retirement plan participants convert a portion of their hard-earned retirement savings into predictable, guaranteed lifetime income. The solution is now available to eligible MissionSquare‑administered plans, offering a lifetime income-focused option alongside traditional investments for participants approaching and entering retirement.

MissionSquare announced today upcoming enhancements to its Retirement Health Savings (RHS) solutions with the launch of a new debit card feature. The addition builds on the firm’s recent RHS expansion and will soon provide participants with a more convenient way to pay for prescription and eligible over-the-counter expenses, allowing them to access and use funds immediately.

A new study released today by MissionSquare Research Institute (the Institute) finds that emotional demands in the workplace — more than workload or cognitive effort — are critical factors driving employee stress, reduced well-being, and intentions to leave an employer, with important implications for workforce stability.

MissionSquare announced today that Katherine Lucas has joined the organization as chief marketing officer. In this role, Lucas oversees all aspects of MissionSquare's Marketing function, including brand, channel, digital, and sponsorship marketing. She reports directly to Andre Robinson, chief executive officer of MissionSquare.

MissionSquare announced today an expansion of the firm’s Retirement Health Savings (RHS) Plan with the launch of a new Self‑Directed Brokerage Account (SDBA) offering. The solution, now available to MissionSquare’s nearly 1,200 participating RHS employer plans, provides participants with enhanced investment flexibility to support their long‑term financial and health savings goals.

MissionSquare announced today that Yulia Alekseeva has joined the firm as head of Fixed Income. She is the latest addition to MissionSquare’s growing investments team. In this role, Alekseeva will lead MissionSquare’s Fixed Income division, overseeing the firm’s proprietary funds and strategies, including its stable value portfolios, to drive growth and deliver high‑quality investment solutions for MissionSquare customers.

MissionSquare announced today a record year for retirement plan renewals, marking a significant growth milestone for the organization. This achievement underscores MissionSquare’s strong commercial momentum, driven by nearly 60% year-over-year growth in multiyear plan renewal assets and a 20% increase in plan renewals.1

MissionSquare is pleased to announce the appointment of Dr. Shari Hensrud as head of Investment Strategies, effective May 29. Hensrud will report to Doug Coté, chief investment officer (CIO) at MissionSquare.