U.S.A.
How We Help Retirement Plan Sponsors

Choose and Monitor Your Plan Offerings

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.

Educate and Engage Plan Participants

Boost Plan Involvement

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

Meet Regulatory Requirements

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.

Insights for Retirement Plan Sponsors

Target-Date Report
Quarterly commentary on the state of the target-date fund market.
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Retirement Insights
Stay up-to-date on the retirement industry with our quarterly report.
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