MissionSquare Launches SDBAs, $3.8B RIA Joins CAPTRUST

MissionSquare Launches SDBAs

MissionSquare is expanding its Retirement Health Savings (RHS) Plan with the launch of a new self‑directed brokerage account (SDBA) offering.

“The launch of our Self‑Directed Brokerage Account marks an exciting milestone in the evolution of our Retirement Health Savings offering, giving participants greater choice, flexibility, and control to tailor their investment strategy to their unique needs and long‑term goals,” said Jeff Gibson, chief product strategy officer at MissionSquare. “As health care costs continue to rise, providing individuals with more robust investment options within their Retirement Health Savings plan is critical. Launching this brokerage feature reflects our commitment to delivering solutions that help strengthen the financial security of the customers we serve.”

MissionSquare’s RHS participants currently have access to several investments including actively managed funds, target‑risk funds, index funds, stable value, and target‑date funds.

“As an organization, we remain focused on providing more personalized and flexible solutions for individuals preparing for all aspects of their financial life,” added Gibson. “We look forward to building on this momentum as we expand our solution set with new tools, more innovative technology, and greater resources to help individuals prepare for a more secure financial future.”