Vancouver WA
Welcome
MissionSquare Retirement has been selected as the provider for the City of Vancouver 457 Plan. The transition of your plan from your current provider is scheduled to occur in June 2021. Your MissionSquare Retirement plan number will be 300617.
The City of Vancouver and MissionSquare Retirement invite you to check here over the next couple of months for updates and helpful information regarding your transition. In the meantime, for tips and tools to help you save, invest, and retire, you can visit our education center at www.icmarc.org/learn.
Questions? Here are some helpful links with additional information about the transition:
- Pre-Transition Meetings: Schedule for participant education.
- Transition Letter
The transition letter includes important dates specific to the transition from your current provider, information about your reduced fees, and a schedule of transition educations. - Investments: View your plan's investment choices.
- Get to Know Your 457: Learn the basics about your 457 plan.
- Manage Your Account: After the transition, you will be able to establish an MissionSquare Retirement account where you will be able to
- See your balance
- Update your contact or beneficiary information
- Review your contributions
- Manage your investments
Need additional help? Contact MissionSquare Retirement Participant Services at (800) 669-7400.
Guided Pathways
Are you interested in having your assets professionally managed? Learn more about MissionSquare Retirement's Guided Pathways® Advisory Services program that will provide you with a personal retirement roadmap and investment strategy. Wherever you are in your retirement journey, we can help you reach your retirement goals.
Register for a Guided Pathways advisory services webinar now.
Learn more about Managed Accounts.
Mobile App
Retirement Savings Tips
- Savings Strategies to Help You Get on TrackCOVID-19 may have impacted your finances. Take some easy steps to get back on track.
- Improve How You Save for Retirement: IRS UpdatesWorkers can save more money in tax-sheltered retirement plans in 2022.
- Kick Off the New Year with These Easy Savings TipsSet goals and gradually work toward them this year using these quick tips.
- 4 Tips for Buying a House in a Hot Real Estate MarketThe competition for homes is fierce, but some advance planning and flexibility can make your bid a winner.
Your Local Representative
Contact your Retirement Plans Specialist if you need assistance with:
- Enrolling in your plan
- Pre Tax vs. Roth contributions
- Roll-ins to your MissionSquare Retirement account
- Investment strategy and how much to save
- Distribution options
- Pre-retirement checkup
Click here to schedule a phone meeting with Phillip Carbajal
Phillip Carbajal
MissionSquare Retirement Retirement Plan Specialist
pcarbajal@missionsq.org
(202) 430-3221
MissionSquare Retirement Financial Planning Services
Our CERTIFIED FINANCIAL PLANNER™ professionals can help with your comprehensive financial planning needs to and through retirement. To learn more about financial planning services, contact your Retirement Plans Specialist.
About MissionSquare Retirement
Founded in 1972, MissionSquare Retirement is a non-profit independent financial services corporation with a mission to help public sector employees build retirement security. Learn more at www.icmarc.org/about.
Copyright © MissionSquare Retirement. All Rights Reserved. Important Legal Information and Privacy Policy Notice.