MissionSquare Retirement logo

MissionSquare Retirement

Updated today

Client AUM

$5,740,508,954

Clients

40,526

Advisors

132

across 113 offices

About

MissionSquare Retirement serves state and local government employers, their employees, and certain non‑profit entities by administering deferred compensation and qualified retirement plans and providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services for participants and IRAs held at MissionSquare. Guided Pathways includes discretionary Managed Accounts and nondiscretionary Fund Advice and is delivered via online, mail, telephone and in‑person channels only within MissionSquare‑administered accounts.

Investment advice and model portfolios for Guided Pathways are developed by Morningstar Investment Management, which serves as the Independent Financial Expert and uses asset‑class allocation models, quantitative and qualitative fund selection, Monte Carlo simulations and a “total wealth” approach; advice is personalized based on client personal and financial information and certain Morningstar assumptions, with an optional risk questionnaire that adjusts target equity allocations. Managed Accounts are discretionary and typically rebalanced quarterly to align with Morningstar’s model portfolios, while Fund Advice is point‑in‑time and does not include ongoing account monitoring by MissionSquare.

The firm’s scale and structure are notable: MissionSquare administers Guided Pathways for more than 40,000 participants supported by a multi‑team advisory structure, and it operates an integrated set of affiliates — VantageTrust Company serves as the qualified custodian and trustee for its collective trust (MSQ) funds, while MissionSquare Investments and MissionSquare Wealth Management provide in‑house advisory and brokerage functions. MissionSquare relies on asset‑based advisory and administrative fees rather than fixed fees, does not offer standalone financial planning within Guided Pathways, and maintains a strategic partner and recordkeeping program (including Morningstar as the IFE) with documented oversight and disclosures to address related conflicts of interest.

Client services

Portfolio management

Expertise

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning

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Fee options

Percentage

$0 - $100,000: 0.50% $100,001 - $300,000: 0.40% $300,001 - $500,000: 0.30% $500,001+: 0.20%

Main office

See office

777 North Capitol Street NE, Suite 600

Washington DC 20002-4240

Advisors at this office

9

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

Icma Rc · Icma Retirement Corp · Icma Retirement Corporation · International City Management Association Retirement Corporation · International City Mgmt Association Retiremen · Missionsquare Retirement

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christina C

Series 66

Prior Lake, MN

MissionSquare Retirement

Christina Clemons is a financial advisor at MissionSquare Retirement with 15 years of industry experience. She holds a Series 66 designation and has worked at ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Denney D

Series 63, Series 66

Pasadena, CA

MissionSquare Retirement

Denney Domantay is a financial advisor with MissionSquare Retirement who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His career includes roles at Bank of America, Merrill, Sotheby's International Realty, and Ameriprise Financial Services. He also serves as a practice consultant and treasurer for a family-owned medical practice. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services. The firm’s Guided Pathways Advisory Services use model portfolios developed by Morningstar Investment Management and support over 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Laura H

Series 66

Glastonbury, CT

MissionSquare Retirement

Laura Hancock is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds a Series 66 designation and has worked at ICMA Retirement Corporation since 2013. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Reginald J

Series 63, Series 65

Charlotte, NC

MissionSquare Retirement

Reginald Johnson is a financial advisor at MissionSquare Retirement with Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at The Vanguard Group, Merrill, and Bank of America. He serves as a Retirement Plans Specialist at MissionSquare Retirement, a non-profit focused on assisting state and local government entities with deferred compensation and qualified retirement plans. MissionSquare Retirement serves state and local government employers and certain non-profit entities by administering retirement plans and providing education, recordkeeping, and advisory services through its Guided Pathways program. The firm’s investment advice is developed by Morningstar Investment Management and delivered via multiple channels within MissionSquare-administered accounts.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Tiffany T

Series 63, Series 66

Cypress, TX

MissionSquare Retirement

Tiffany Taylor is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Empower Financial Services, Trinity Portfolio Advisors, MassMutual Life Insurance Company, Merrill, and Ameriprise. Outside of her advisory role, she serves as an ambassador for a weight loss program called FASTer Way to Fat Loss. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on asset-class allocation models developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Jacob H

Series 65

Smithville, MO

MissionSquare Retirement

Jacob Hoffman is a Series 65-licensed advisor with MissionSquare Retirement, bringing three years of industry experience. His prior work includes a one-year tenure with Northwestern Mutual and academic roles at the University of Missouri and Kearney High School. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Sharyn H

Series 63, Series 65

Riverview, FL

MissionSquare Retirement

Sharyn Hyla is a financial advisor at MissionSquare Retirement with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Voya, Valic Financial Advisors, and ADP Inc. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Jessica S

Series 63, Series 65

Glendale, CA

MissionSquare Retirement

Jessica Sequeira is a financial advisor with MissionSquare Retirement in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants with a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Andre R

Series 63, Series 66

Collegeville, PA

MissionSquare Retirement

Andre Robinson is a financial advisor with MissionSquare Retirement and MissionSquare Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at VOYA Financial, Citi Group, and BNY Mellon Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Melissa D

Series 65, Series 66

Scottdale, GA

MissionSquare Retirement

Melissa Doughty is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds Series 65 and Series 66 designations and has worked at ICMA Retirement Corporation since 2006, as well as having experience at Ameriprise. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services managed with investment advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

John M

Series 63, Series 65

Medford, NJ

MissionSquare Retirement

John Murray is a financial advisor at MissionSquare Retirement with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Voya Financial Advisors, Inc., GWN Securities Inc., Persante Healthcare, and Medford Medical Supply. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Victoria H

Series 66

Gainesville, FL

MissionSquare Retirement

Victoria Harrison is a financial advisor with MissionSquare Retirement, holding a Series 66 credential and seven years of industry experience. Prior to joining MissionSquare in 2025, she worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company for five years, and also held roles at Bank of America and Merrill. Outside of her advisory career, she was involved with Inspired Cooking LLC, a food-related business, from 2013 to 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered across multiple channels within MissionSquare-administered accounts.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Edward S

Series 63, Series 65

Nashville, TN

MissionSquare Retirement

Edward Sizemore III is a financial advisor with MissionSquare Retirement in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with ICMA Retirement Corporation for 20 years. Outside of his advisory role, Sizemore is involved with a bookkeeping business that he manages part-time. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs a multi-team advisory structure and partners with Morningstar Investment Management to deliver personalized investment advice and model portfolios for more than 40,000 participants.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Amaya F

Series 65

Antioch, CA

MissionSquare Retirement

Amaya Fine is a financial advisor at MissionSquare Retirement in Antioch, CA, holding a Series 65 designation with six years of industry experience. Prior to joining MissionSquare, Amaya worked at Regas Group Environmental Consultants and The Restoration CleanUp Company. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways includes discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management based on asset allocation models and personalized financial information.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Carter M

Series 63, Series 65

Suffolk, VA

MissionSquare Retirement

Carter Moss is a financial advisor with MissionSquare Retirement in Suffolk, VA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and Fund Advice developed in partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
View complete list of advisors at this firm
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