Guided Pathways® Advisory Services

Guided Pathways® Advisory Services
Professional Investment Advice for your Retirement Accounts

Guided Pathways Advisory Services, including Managed Accounts,* provides you with a personal retirement roadmap and investment assistance. Wherever you are in your retirement journey, we can help you reach your retirement goals.

Check out this short video for tips on how we can help you achieve your retirement goals.

The Benefits of Managed Accounts

Working with a MissionSquare Retirement Financial Consultant or through the intuitive, user-friendly, and interactive Morningstar online advice platform, Managed Accounts (if offered through your plan) can help you reach your retirement goals by providing recommendations on:

  • How much to save
  • When it makes sense to retire
  • How to invest your account assets with customized investment portfolio selections
  • When to start taking Social Security benefits
  • How to take withdrawals once you retire to make your assets last throughout retirement

Where are you in your retirement journey?

Great! Contact your MissionSquare Retirement Plans Specialist to schedule an appointment to discuss your goals. You can also use our Am I On Track tool in Account Access to see if you’re on track for retirement.

Awesome! It's time to start thinking about how you’ll reach your retirement goals and whether you could benefit from ongoing, unbiased, and professional investment management through our Managed Accounts service (if offered through your plan). Schedule your appointment now with a MissionSquare Retirement Financial Consultant or easily enroll through our Morningstar advice platform.

That’s great! Your financial journey doesn’t stop when you retire. Our Managed Accounts service (if offered through your plan) offers you ongoing, unbiased, and professional investment management to help you make your assets last throughout retirement. Schedule your appointment now with a MissionSquare Retirement Financial Consultant or easily enroll through our Morningstar advice platform.

Enroll in Managed Accounts Today

Working with Morningstar Investment Management reinforces our commitment to providing you with personalized investment guidance, easy-to-use educational tools, customized advice, and the unmatched service you’ve come to expect from us. This continues to be a primary focus for us as we provide next-generation technology that makes it easier for you to navigate financial decisions along your journey — to and, just as importantly, through retirement.

Our Managed Accounts service (if offered through your plan), provides you with ongoing, unbiased, professional management of your MissionSquare Retirement accounts. Recommended investment changes are automatically implemented for you.

Ready to get started? Easily enroll in Managed Accounts now.

Or if you prefer, schedule your appointment now with a MissionSquare Retirement Financial Consultant. We’re here to help!

Watch this video to learn more about the enhanced Guided Pathways Advisory Services experience.

Disclosure:

* Managed Accounts is a fee-based service.

Investment advice and analysis tools are offered to participants through MissionSquare Retirement, a federally registered investment adviser. Investment advice is the result of methodologies developed, maintained, and overseen by the Independent Financial Expert, Morningstar Investment Management LLC. Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar, Inc. and Morningstar Investment Management LLC are not affiliated with MissionSquare Retirement. All rights reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. For additional information on our Guided Pathways Advisory Services, please refer to Form ADV Part 2A Brochure available at www.adviserinfo.sec.gov.

Return to top