News and Updates,Custom

News and Updates

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

MissionSquare Retirement, a leading champion of retirement security and financial well-being, has appointed Andrew Whiting as Senior Vice President and Chief Sales Officer.

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

MissionSquare Retirement Launches "Start, Stop, Continue" Retirement Education Campaign During National Save for Retirement Month

October 12, 2023

MissionSquare Retirement, a champion of financial well-being, has launched an educational campaign for National Retirement Security Month.

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.

IRS Issues 2-Year Delay for Key SECURE 2.0 Provision: Requirements for Roth Age Based Catch-Up Contributions

August 25, 2023

Today, the Internal Revenue Service (IRS) issued Notice 2023-62 announcing a 2-year administrative transition period (delay) that extends until 2026 with respect to the new SECURE 2.0 requirement that any age based catch-up contributions made by participants earning over $145,000 must be designated as after-tax Roth contributions.

MissionSquare Retirement's CMO, Sheri Gilchrist, Advocates for Enhanced Financial Education Initiatives

August 14, 2023

MissionSquare Retirement's CMO, Sheri Gilchrist, Advocates for Enhanced Financial Education Initiatives

IRS Announces Required Minimum Distribution (RMD) Relief for 2023

July 14, 2023

On July 14, 2023, the IRS released Notice 2023-54 (the “Notice”) to provide relief with respect to certain provisions of the RMD rules of Code section 401(a)(9) that Congress changed as part of the SECURE Act and the SECURE 2.0 Act.

State and Local Governments Try New Approaches to Attract Job Candidates as Acute Public Workforce Shortages Linger, New Report Finds

June 29, 2023

Agency hiring increased, but public employee quits and retirements also rose.

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

June 20, 2023

YMCA of the USA (Y-USA), the national resource office for the 2,600+ YMCAs across the country, is pleased to announce the launch of a $1.9 million multiyear national partnership with MissionSquare Foundation.

SECURE 2.0 Technical Corrections Legislation Expected in Congress

June 15, 2023

A bipartisan coalition of congressional leaders say they intend to introduce new legislation clarifying several SECURE 2.0 provisions in a letter directed to the U.S. Department of the Treasury and the IRS.

IRS Issues Interim Guidance on SECURE 2.0 Expansion of EPCRS

May 25, 2023

The IRS on May 25, 2023 released guidance on expansion of the Employee Plans Compliance Resolution System (EPCRS) under Section 305 of SECURE 2.0.

MissionSquare Retirement Board of Directors Appoints Deanna J. Santana Acting CEO & President

April 25, 2023

The Board of Directors has appointed Chair Deanna J. Santana as Acting Chief Executive Officer and President following the departure of Lynne Ford, while the Board conducts a search for a new permanent CEO. Current board member Bob Jones will succeed Santana as Board Chair during this period.

During Financial Literacy Month, MissionSquare Retirement Reaffirms Its Commitment to Strengthening the Financial Confidence and Economic Security of Public Service Employees

April 5, 2023

Throughout April, MissionSquare Retirement will provide webinars, tools, and support to retirement plan employers and participants to help bolster their financial education and confidence.

MissionSquare Advocates for Delay in Required Roth Catch-up Rules; Emergency Savings for Governmental Plans

April 3, 2023

As part of our ongoing efforts to help plan sponsors comply with the many provisions of the SECURE 2.0 Act, MissionSquare has been urging lawmakers to delay by at least two years a new requirement related to age-based “catch-up” retirement contributions.

New MissionSquare Research Institute Survey Finds Many Public Service Employees Worry About Inflation

March 2, 2023

Job satisfaction and retirement benefits are key factors in attracting public service workers.

MissionSquare Retirement Announces New Board Chair and Two New Board Members

February 9, 2023

Seasoned City Manager Deanna Santana to Lead Board of Directors

Many Public Service Employees Struggle to Pay Bills and Worry About Retirement

February 2, 2023

New First-of-a-Kind Benchmark Research from MissionSquare Research Institute Examines the Financial Wellbeing, Benefits, and Savings of Public Employees

Michael McAtamney Joins MissionSquare Retirement to Lead the Company’s Consultant Relations Team

January 30, 2023

MissionSquare Retirement today announced that Michael McAtamney has joined the company as Vice President, Head of Consultant Relations.

New MissionSquare Research Institute Report Finds Meaningful Work and Workplace Culture are Top Priorities for Younger Workers

January 12, 2023

83% Say Government Benefits Are Competitive, While 32% Find Salaries Competitive

MissionSquare Research Institute Identifies Six Workforce Trends to Watch in 2023

December 30, 2022

State and local governments, along with other public service organizations, faced yet another challenging year.

MissionSquare Retirement Applauds Passage of SECURE 2.0 Retirement Legislation

December 23, 2022

Lower Cost Investment Options, Removal of Administrative Barriers and Saver’s Match Will Strengthen Public Service Employees’ Ability to Prepare for Retirement

SECURE 2.0 Act of 2022 Included in 2023 Omnibus Appropriations Package

December 22, 2022

The SECURE 2.0 Act of 2022 includes approximately 100 provisions designed to boost participation in workplace retirement plans and reduce the cost and administrative burdens of sponsoring them.

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