Press Release

MissionSquare Evolves Customer Experience to Help Meet the Growing Financial Needs of Individuals and Their Families

Issued by MissionSquare Retirement

Sept. 9, 2025

Washington, D.C. – MissionSquare announced today plans to evolve several customer experience initiatives, taking more than five decades as a retirement planning provider to the next phase of the organization’s focus on strategic growth. Over the next several months, the company will introduce strategic enhancements to the overall experience for current and future customers, including an updated brand name and logo, a redesigned corporate website, and a bold new brand promise.

“As we move forward with our next chapter, we will be expanding how we support individuals and their families as their financial lives change, helping them every step of the way by making sophisticated solutions simple,” said Andre Robinson, CEO at MissionSquare. “As a company built on the impactful relationships we have created with our customers, they will remain at the center of all we do. We are focused on providing solutions that individuals increasingly want and need, allowing us to remain well-equipped to build our business and deliver positive financial outcomes for all.”

Big enough to deliver, small enough to care

In the months ahead, MissionSquare customers will start to see several changes to their overall experience with the organization, including:

• Updated name and logo: As the organization continues to evolve to help meet the growing financial planning needs of individuals and their families, “MissionSquare Retirement” will now go by “MissionSquare.” The transition signifies MissionSquare’s focus on expanding its capabilities to deliver comprehensive wealth management services in addition to workplace retirement plans.
• Redesigned corporate website: The redesigned MissionSquare website will offer a modern and elegant experience for plan sponsors, individuals, and financial professionals. Enhancements will include new and intuitive account opening features and updated account management functions.
• Transition to .com: Missionsq.org will transition to MissionSquare.com, providing a more readily recognized URL source for all individuals to better align with the organization’s expanding services and capabilities that will soon be introduced to the marketplace.
• Bold new brand promise: MissionSquare’s strategic direction is driven by a bold new promise to its customers: “Big enough to deliver, small enough to care." This promise reflects MissionSquare’s decades of experience serving customers of all sizes while remaining true to the organization’s commitment: building lasting relationships through deeply personalized service and care.

“We are a company that prides itself on the service, investments, and technology we offer our customers,” added Robinson. “As we look to the next phase of our expansion efforts, the strategic investments we are making will bring further value to customers as we provide them with more financial solutions and expand our reach to areas of the market where we have the ability and expertise to grow.”

The evolution of MissionSquare’s customer-facing initiatives builds on the organization’s ongoing investments in products and capabilities to help improve the customer experience. Recently, the firm announced its largest reduction in fund costs along with plans to introduce a new retirement income solution. More financial solutions - including brokerage accounts, high-yield savings, education accounts, self-service financial planning, and access to expanded investment solutions such as cryptocurrency exchange-traded funds — will be rolled out in the second half of 2025 and next year.

About MissionSquare

Since its founding in 1972, MissionSquare has remained committed to delivering on its mission to help all individuals build retirement security. As a mission-based financial services company, we manage and administer over $74.6 billion in assets.* Our commitment to delivering results-oriented retirement plans, education, investments, and personalized advice sets us apart. For more information, visit www.missionsq.org.

*As of June 30, 2025. Includes 457(b) plans, 401(a) plans, 403(b

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