Choose and Monitor Your Plan Offerings

From developing suitable investment options to benchmarking current plans, we help plan sponsors define participant needs and customize their plan offerings. With our independent research, investment analysis software, and personalized consulting services, you can make sure your investment lineups are suited to specific employee demographics, risk tolerances, and investment styles.

• Morningstar Direct
• Morningstar Investment Management
• Asset Allocation Indexes

Educate and Engage Plan Participants

There’s no benefit to a retirement plan your employees don’t understand. Our interactive tools, reports, and charts guide participants through the process of planning for retirement. Plan designs follow best practices that can help you appeal to participants by managing costs and lowering administrative fees.

• Retirement Manager
• Morningstar Investment Management
• Investment Profiles and Guides
• Integrated Web Tools
• Investment Research Center
• Institutional Marketing and Sales Solutions
• Incentive Programs

Meet Regulatory Requirements

Morningstar works with plan sponsors to better understand regulatory safe harbors and stay ahead of changes in the marketplace. We can act as a fiduciary and monitor or direct a broad range of diversified plan options to maintain ERISA compliance and minimize risk. In addition to our consulting solutions, we also manage plan data and provide administrative support, developing plan documents, summary plan descriptions, and other compliant employee communications.

• Morningstar Investment Management
• Investment Profiles and Guides
• Document Library
• Enterprise Data Management