One-on-One Retirement Counseling Sessions with MissionSquare Retirement

The City of Richmond is pleased to provide our employees with one-on-one retirement counseling sessions with MissionSquare. The counselors at MissionSquare are committed to helping public service employees achieve financial wellness and save for retirement. MissionSquare has experience providing retirement counseling for both RRS and VRS members.

We encourage all employees to better understand their retirement future to have a one-on-one meeting with a MissionSquare counselor.

Click Here to Schedule Your One-on-One Retirement Counseling Session

Virtual and on-site (at selected locations) 30-minute One-on-One Retirement Counseling Sessions are now available for City of Richmond employees considering transitioning to VRS.

A counselor will assist you in reviewing your retirement plan options based on your personal situation. New sessions and locations will be added throughout the election period, which ends on December 31, 2024.
 

Who can receive retirement counseling?

Any City of Richmond employees, general or sworn.

What can I do prior to my counseling session to make sure I make the best of it? 

Preparation is key to a successful retirement; the same is true for you one-on-one session. Please be prepared for your session by knowing the following:

  • Your retirement goals and challenges;
  • Your current RRS retirement plan and if you are vested in it or not;
  • The nature of any previous VRS plans you may have been a member of;
  • Any questions or concerns you have related to your retirement;

What resources will the counselors utilize to help inform my retirement election?

The counselors will use the tools below to help you pick the best retirement option for you. Please see links below if you wish to use them on your own to better inform your election:

Where and when and are these counseling sessions taking place?

Appointments will be available weekly, beginning the week of December 11, 2023:

  • 2 virtual days (Mondays and Thursdays).
  • 2 onsite days (Tuesdays and Wednesdays) – Locations to be identified. Please check the MissionSquare website periodically for locations.

To view the current availability for both virtual and in-person appointments and to schedule your one-on-one session, please click here.

Why should I have a retirement counseling session?

To better understand your retirement options and the differing aspects of your current RRS and potential VRS plans. 

How do I sign up for a retirement counseling session?

Sign up for your one-on-one retirement counseling session using this link.