Roll-In Services

    Why roll over other savings to MissionSquare?

    Moving outside retirement savings into your MissionSquare Retirement account could help you better achieve your financial goals.

    Enjoy these benefits when you roll in your savings with us:

    • You’ll have a more holistic view of your retirement savings and greater ability to rebalance your entire portfolio.
    • Knowledgeable MissionSquare representatives are ready to answer any of your questions along the way.
    • For retirees, we can easily track your Required Minimum Distributions.
    • No-cost consultations with a MissionSquare CERTIFIED FINANCIAL PLANNER™ professional can help you stay on track with your goals.*

    What are the pros and cons of a rollover?

    There are several factors to consider when rolling over your savings, such as expenses, investment options, tax implications, and your overall financial goals. We can help you weigh your options.

    Ready to roll?

    It’s easy to move your savings with help from your MissionSquare representative. Schedule a meeting to get started.

    Questions?

    Contact us for more information.

    Available to participants with balances of $100,000 or more.

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