Nearly 60% increase in multiyear renewal assets highlights strategic evolution and commitment to service excellence

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

“We are extremely energized by this momentum. This milestone reflects the trust our customers place in MissionSquare and their confidence in our growth strategy,” said Andre Robinson, Chief Executive Officer. “As we continue to innovate our service model, we remain focused on delivering exceptional service and driving greater value for our customers.”

In alignment with its commitment to delivering long-term customer value, MissionSquare continues to drive growth through strategic initiatives, including a recent reduction in investment costs across a broad range of equity and target-date funds, which has lowered expense ratios by up to 45%. This move, combined with ongoing enhancements to the customer experience, reflects the firm’s evolution as a financial services provider committed to providing solutions that customers increasingly want or need.

“Supporting individuals throughout their financial lives has always been our purpose, and that mission continues to drive everything we do,” said Andrew Whiting, Chief Sales Officer at MissionSquare. “This milestone reflects the passion of our teams and the trust of our customers. It also signals that our growth strategy is delivering real results. We look forward to providing more solutions to our customers that can help create positive financial outcomes for all.”

MissionSquare remains committed to helping all individuals and families achieve lasting financial security through service, investments, and technology. To build on this foundation, the firm will expand its offerings with brokerage accounts, high-yield savings, and self-service financial planning, advancing its vision of delivering holistic financial solutions to meet customers’ evolving needs.

About MissionSquare

Since its founding in 1972, MissionSquare has remained committed to delivering on its mission to help all individuals and their families build financial security. As a mission-based financial services company, we manage and administer over $73.3 billion in assets.² Our commitment to delivering outstanding service, effortless technology, and quality investments sets us apart. For more information, visit www.missionsq.org.

1. MissionSquare plan data as of Oct. 31, 2025.
2. As of Sept. 30, 2025. Includes 457(b) plans, 401(a) plans, 403(b) plans, Retirement Health Savings plans, Employer Investment Program plans, affiliated IRAs, and investment-only assets.

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