News and Updates,Custom

News and Updates

A Joint Mission to Inspire Our Future Leaders

June 25, 2024

The MissionSquare Foundation is focused on strengthening communities by supporting the long-term wellbeing of youth. A core component of the Foundation’s efforts includes cultivating civic-mindedness, critical thinking, and leadership skills in future leaders.

YMCA of the USA Expands Partnership with MissionSquare Foundation to Strengthen Youth Civic Engagement, Give Future Leaders a Voice

June 18, 2024

YMCA of the USA (Y-USA) is pleased to announce the second year of the $2 million multi-year national partnership with MissionSquare Foundation. This partnership is providing support to implement the Youth and Government® program in 13 states and the District of Columbia, helping shape the next generation of thoughtful, committed and active citizens.

Treasury, IRS Issue FAQ Regarding SECURE 2.0 Disaster Relief, Retirement Plans

May 30, 2024

On April 16, the Internal Revenue Service (IRS) issued Notice 2024-35 to address changes to certain provisions of the after-death required minimum distribution (RMD) rules as directed by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. This notice provides valuable flexibility amidst regulatory changes, offering clarity for navigating RMD obligations in the coming years.

MissionSquare Retirement Receives 2024 Top Diversity Award from Equal Opportunity Employment Journal

May 28, 2024

MissionSquare Retirement has been recognized by the Equal Opportunity Employment Journal as a Top Diversity Employer for 2024 in the finance sector.

IRS Notice Offers Flexibility, Relief to RMD Rules

May 13, 2024

On April 16, the Internal Revenue Service (IRS) issued Notice 2024-35 to address changes to certain provisions of the after-death required minimum distribution (RMD) rules as directed by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. This notice provides valuable flexibility amidst regulatory changes, offering clarity for navigating RMD obligations in the coming years.

Carrie Piltz Appointed to Spearhead Enterprise Partnerships for MissionSquare Retirement

May 8, 2024

Carrie Piltz Appointed to Spearhead Enterprise Partnerships for MissionSquare Retirement

MissionSquare Research Institute Report Examines the Views of Younger Public Service Employees by Age

April 11, 2024

Personal Satisfaction, Job Security, and Salary Motivate Public Service, but Salary Drives Consideration of Job Changes

MissionSquare Retirement Announces Retirement of Chief Investment Officer Wayne Wicker Following Distinguished Financial Services Career

April 2, 2024

MissionSquare Retirement today announces the retirement of Wayne Wicker, the company’s highly respected Chief Investment Officer (CIO). Karen Chong-Wulff, CFA®, CAIA®, Head of Fixed Income, will succeed Wicker as Acting CIO effective April 5, 2024, in accordance with the company’s succession plan.

MissionSquare Research Institute Study Details Views of Younger Public Service Employees by Occupation

March 28, 2024

Education Employees Express Highest Levels of Financial Concern While Public Safety Workers Are Most Likely to Make Their Jobs a Career

MissionSquare Retirement Strengthens Commitment to Public Service Employees in California and Texas Through Renewed Partnerships

March 26, 2024

MissionSquare Retirement Strengthens Commitment to Public Service Employees in California and Texas Through Renewed Partnerships

MissionSquare Retirement Earns 2023 Cigna Healthy Workforce Designation™

March 18, 2024

Cigna Healthcare has selected MissionSquare Retirement, an organization that advocates for retirement security and financial well-being, as a recipient of their 2023 Gold Level Healthy Workforce Designation for demonstrating a strong commitment to improving the health and vitality of its employees through a workplace well-being program.

MissionSquare Research Institute Study Examines Sentiment of Younger Public Service Employees by Race and Ethnicity

March 7, 2024

A new research brief from MissionSquare Research Institute compares the sentiment of younger public service employees by race and ethnicity.

MissionSquare Retirement Renews Partnerships with Public Service Organizations in California, Florida, Michigan, and New York to Bolster Retirement Security for Local Government Employees

March 5, 2024

MissionSquare Retirement, a staunch advocate for retirement security and financial well-being, is pleased to announce the renewal of partnerships with eight public service organizations across the nation.

New MissionSquare Research Institute Report Details Student Loan Debt Load for State and Local Government Employees

February 22, 2024

A new report from MissionSquare Research Institute provides an in-depth analysis of student loan debt levels among state and local government public service positions.

Young Women in State and Local Government Express Financial Insecurity, According to MissionSquare Research Institute

February 6, 2024

A new research brief by MissionSquare Research Institute comparing the sentiment of younger public service employees by gender reveals only 23% of women feel very financially secure as compared to 43% of men.

MissionSquare Research Institute Names Zhikun Liu as Vice President, Head of Retirement Research

January 24, 2024

MissionSquare Research Institute, a leading nonprofit and nonpartisan organization specializing in public sector workforce research, announces the appointment of Dr. Zhikun "Dennis" Liu as Vice President, Head of Retirement Research.

MissionSquare Retirement Renews Partnerships, Ensuring Premier Retirement Plan Offerings for Public Service Employees Across the Nation

January 16, 2024

MissionSquare Retirement, a champion of retirement security and financial well-being, is honored to announce the company has renewed relationships with multiple local jurisdictions across the nation to provide the highest quality retirement products and services.

MissionSquare Research Institute Unveils Top Public Service Workforce Trends for 2024

January 9, 2024

As public service employers navigated another challenging year, MissionSquare Research Institute has identified five key workforce trends to watch in 2024.

IRS Issues Two Pieces of Guidance Related to SECURE 2.0

January 8, 2024

On December 20, 2023, the U.S. Treasury Department and Internal Revenue Service (IRS) issued two pieces of guidance clarifying various provisions of the SECURE 2.0 Act of 2022. Notice 2024-2, establishes a cursory framework for employers to implement certain, but not all, provisions. Notice 2024-3, the 2023 Cumulative List for changes to pre-approved DC plans, lists the changes required for a plan to remain a safe harbor, pre-approved plan.

MissionSquare Retirement Drives Public Service Futures with Hillsborough Area Regional Transit Authority Partnership

December 7, 2023

MissionSquare Retirement proudly announces its collaboration with the Hillsborough Area Regional Transit Authority (HART) in Florida, enhancing retirement services for its dedicated employees. Amidst a wave of nationwide renewals, MissionSquare Retirement reaffirms its commitment to empowering public service professionals.

MissionSquare Retirement’s Karen Chong-Wulff Elected to Stable Value Investment Association Board of Directors

November 20, 2023

Karen Chong-Wulff, Managing Vice President and Head of Fixed Income of the Investment Department of MissionSquare Retirement, has been elected to the Board of Directors of the Stable Value Investment Association (SVIA).

MissionSquare Retirement to Provide Retirement Services to City of La Palma and New Orleans Public Facility Management

November 9, 2023

MissionSquare has also renewed relationships with multiple clients across the nation.

MissionSquare Retirement Names Andrew Whiting as Senior Vice President and Chief Sales Officer

November 7, 2023

Throughout his career, Andrew Whiting has cultivated strong relationships with plan sponsors, recordkeepers, consultants, and advisors specializing in the government retirement markets.

MissionSquare Research Institute Finds Substantial Expansion of Auto Enrollment, But Auto Escalation Lags

October 24, 2023

MissionSquare Research Institute Finds Substantial Expansion of Auto Enrollment, But Auto Escalation Lags

New MissionSquare Research Institute Report Reveals Insights on Young Public Service Workers

September 27, 2023

A majority of workers under 35 express positive job morale, but financial stress persists.

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