Roll In Your Money to MissionSquare Retirement Today!

Why MissionSquare Retirement?

  • Enjoy a simple paperless roll-in process that reduces paperwork for you.
  • Easily manage your accounts with a consolidated view and greater ability to rebalance your entire portfolio.
  • We offer no-cost consultations; your MissionSquare Retirement CERTIFIED FINANCIAL PLANNER™ professional can help you manage your overall financial wellness.
  • For retirees, we can easily track your required minimum distributions.
  • Our knowledgeable representatives are available to address your questions along the way. If you can't decide where to roll in your money, we can help you weigh the pros and cons.

What's Next?

  • Rolling in to an existing account? To get started, log into your account, click "Overview," then select "Roll Over Your Money" to begin our paperless roll-in process. See below.
    • What's involved?
      • Complete the online request. We'll ask that you provide us with the name of the previous plan provider, the anticipated balance that you wish to roll in, which account you wish to roll into, and how you wish to invest your roll-in funds.
      • Submit your paperwork along with MissionSquare Retirement's Letter of Acceptance (LOA) with the previous plan provider. Your previous plan provider will require that you complete their roll-out paperwork and attach a document referred to as an LOA that acknowledges that we will accept your roll-in. You'll find a copy of your LOA in the File Vault within Account Access.
      • We'll keep you informed about the progress of your request. We'll provide email notifications along every step of the process so you are informed of the status of your roll-in request.
      • We are here to assist you. We will gladly contact your previous plan provider to assist in the process. You can also schedule an appointment with a Roll-in Specialist to address any questions.
      • We'll let you know once we have received your rollover funds. Once we have received your roll-in money, we'll send you an email confirming receipt of the funds. You may verify this in the Transaction History section of Account Access.
  • Rolling in to an IRA and need to set one up? Complete an online IRA application and begin the paperless rollover process at the same time.

Questions?

  • Your MissionSquare Retirement representative can walk you through every step, or simply log into your account to start the process today. Contact a MissionSquare Retirement representative for assistance.
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