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Margaret Kirch Cohenmargaret.cohen@morningstar.com
GuideStone Financial Resources to Offer Morningstar Associates' Online Retirement Advice and Guidance Solutions

CHICAGO, June 16, 2005 – Morningstar Associates, LLC today announced that GuideStone Financial Resources will offer Morningstar’s online retirement planning advice and guidance solutions to plan participants in Southern Baptist and other evangelical churches, ministries and institutions.

Morningstar Associates, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., offers this easy-to-use set of solutions through its MorningstarÒ Retirement ManagerSM service.  It combines research, education, and investment advice and guidance to help retirement plan participants make more informed decisions about their retirement accounts.  The services are designed to help participants easily answer the two most common questions about retirement planning: how much should they be saving and what funds should they choose?

“For several years our participants have been asking for direction and guidance on how to invest for retirement,” said John R. Jones, chief operating officer of GuideStone Financial Resources.  “Morningstar’s new Web-based Retirement Manager service will offer our participants personalized retirement strategies and resources to help them make the most of their retirement plan investment options. “

Morningstar Associates’ online retirement advice service provides a personalized retirement strategy consisting of recommendations for retirement goals, target savings levels, portfolio construction, and the individual investments that are appropriate for the participant’s situation. The guidance service also offers a personalized retirement strategy but with a proposal for how to choose the proper mix of investments among the investment categories available rather than specific investment recommendations. For both services, participants also may access a wide range of investing and retirement planning information designed to help both beginner and sophisticated investors evaluate their investment options and educate themselves about investment topics.

“Our service significantly simplifies the retirement planning process,” said Patrick Reinkemeyer, president of Morningstar Associates. “Our process starts with determining a realistic retirement goal and then develops a customized plan to help the participant reach that goal. Every participant can receive the level of assistance they need to make better, more informed decisions about their retirement plan.”

About GuideStone

Founded in 1918, GuideStone Financial Resources of the Southern Baptist Convention is a leading financial services provider of retirement, investment, life and health plans. Operating as a church benefits board, the organization serves 175,000 participants worldwide including Southern Baptists and other evangelical churches, ministries and institutions. GuideStone is recognized as one of the largest providers of Christian-based, socially-screened investment funds. The organization utilizes a sophisticated “multi-manager” approach in building its investment products. GuideStone and its affiliates reported $8.2 billion in assets as of March 31, 2005. GuideStone is headquartered in Dallas. For more information about GuideStone, visit the organization’s Web site, www.GuideStone.org.

About Morningstar, Inc. and Morningstar Associates, LLC

Morningstar, Inc. (Nasdaq: MORN) is a leading provider of independent investment research in the United States and in major international markets. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 125,000 investment offerings, including stocks, mutual funds, and similar vehicles. Advisory services are offered through Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.  As of March 31, 2005, Morningstar Associates’ retirement services were available to more than 11 million people through approximately 69,000 retirement plan sponsors and 29 plan providers.

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