U.S.A.
Investor Relations
About Us
Newsroom
Investor Relations
 Press Release
U.S. Media Contact+1 312 696-6383
Margaret Kirch Cohenmargaret.cohen@morningstar.com
The 401(k) Company Selects Morningstar® ClearFuture Online Advice Service

CHICAGO, Mar 13, 2002 – The 401(k) Company, which provides administrative services for defined contribution plans, has selected Morningstar Associates, LLC as its online retirement advice provider and will offer the research, education, and investment advice modules of Morningstar® ClearFutureSM to its clients' plan participants. Morningstar Associates, LLC is a registered investment adviser and a wholly owned subsidiary of Morningstar, Inc., a global investment research firm.

"The 401(k) Company has a long history of delivering high-quality investment and administrative services, and we're delighted that the company has chosen Morningstar ClearFuture for its online advice needs," said John Rekenthaler, president of online advice for Morningstar Associates. "Like Morningstar, The 401(k) Company brings a rigorous investment selection process to the marketplace. We look forward to working together to deliver a sophisticated program to thousands of plan participants." 

"When researching online providers, Morningstar ClearFuture emerged as the one best suited to meet the needs of a wide range of plan participants, from investment novices to more experienced investors," said Ken Robertson, executive vice president and director of investment research for The 401(k) Company. "We feel comfortable working with a company that's been helping investors as long as we have–and one that we can count on to be a long-term partner." 

Morningstar® ClearFutureSM is an online investment education, research, asset allocation, and advice service for all levels of investors. ClearFuture provides guidance or advice on defined contribution plans such as 401(k), 403(b), 457(b), and thrift plans, as well as on individual retirement accounts (IRAs). ClearFuture gathers detailed financial information from participants, offers personalized goal planning, takes into account outside assets, offers retirement income analysis based on enhanced Monte Carlo simulations, and includes an innovative "bear market simulator" that tests risk tolerance.

Morningstar® ClearFutureSM is currently available through more than 19,000 corporate retirement plans throughout the United States, through alliances with firms like T. Rowe Price, MassMutual and MFS. Morningstar Associates recently announced an agreement with Nationwide Retirement Solutions to provide retirement education, guidance and advice to Nationwide's 8,200 public sector plan sponsors, representing 1.5 million plan participants. This is the first and largest agreement of its kind in the public sector market. 

About Morningstar Associates, LLC 
The Morningstar® ClearFutureSM retirement advice program is provided by Morningstar Associates, LLC, a registered investment adviser and a wholly owned subsidiary of Chicago-based Morningstar, Inc., a global investment research firm.

Morningstar Inc.'s extensive line of Internet, software, and print services offers news, data, and analysis on stocks, mutual funds, closed-end funds, and variable annuities. Morningstar Associates, LLC does not own, operate, or hold any interest in investment products. The financial data and methodology used in ClearFuture are proprietary to Morningstar, Inc., and/or Morningstar Associates, LLC. Although the data are gathered from reliable sources, neither Morningstar, Inc. nor Morningstar Associates, LLC guarantees their accuracy, completeness, or timeliness.

About The 401(k) Company
The 401(k) Company specializes in the full-service administration of 401(k) plans. It is distinguished by its complete flexibility and commitment to absolute quality service, totally outsourced administration and cutting-edge defined contribution technology. From simple administrative tasks to complex consulting, The 401(k) Company manages every aspect of a firm's retirement plan including conversion, recordkeeping, testing, tax reporting and compliance, investment analysis, recommendations and review, participant servicing and employee communication. Headquartered in Austin, Texas, The 401(k) Company currently has more than $5 billion in assets under administration on behalf of 130 mid- to large-sized defined contribution plans.

 Printer-friendly version
SEC Filings
Annual Reports
Earnings Releases
Calendar of Events
Analyst Coverage
Corporate Governance
Investor Communications
Investor Questions
Stock Information
Safe Harbor Provision
Investor Relations Contacts
News and SEC Filing Alerts
Request an investor information kit 
© Morningstar. All rights reserved.