Investor Relations
About Us
Investor Relations
 Press Release
U.S. Media Contact+1 312 696-6383
Margaret Kirch Cohenmargaret.cohen@morningstar.com
EPIC Advisors Selects Morningstar Retirement Guidance and Advice

CHICAGO, Jul 08, 2003 – Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., today announced that its online retirement guidance and advice service will be made available to plan sponsors through EPIC Advisors, Inc., a leading provider of custom 401(k) retirement plans.  

Through its agreement with Morningstar, EPIC Advisors will offer online guidance to all of the participants of its U.S.-based plan sponsor clients. In addition, EPIC will offer online advice on a plan-by-plan basis to those plan sponsors who wish to make specific investment recommendations available to their participants. Both services are powered by Morningstar® ClearFuture®, the firm's proprietary investment advice technology.

"EPIC Advisors is pleased to work with Morningstar Associates to offer plan participants independent, quality retirement help," said Theresa Mazzullo, president of EPIC Advisors. "Morningstar's solution includes options for every type of investor and plan sponsor."

The guidance version of Morningstar ClearFuture helps participants to choose the proper mix of investments at the sub-asset-class level (for example, large-cap stocks) to enable them to make better investment decisions about their plan account balances. When a plan sponsor selects the advice version of Morningstar ClearFuture, its participants have access to a service that can generate security-specific recommendations to help them build diversified portfolios using the best investment options available in their particular defined contribution plan. Both the guidance and advice services use an innovative "bear market" simulator to test participant risk tolerance, and both offer a personalized, goals-based approach to retirement planning that allows the individual to take into account his or her entire portfolio, including non-retirement assets.

About Morningstar, Inc. and Morningstar Associates, LLC
Morningstar, Inc. is a global investment research firm offering an extensive line of print, software, and web-based products and services for individuals, financial advisors, and institutions. The company is a trusted source of investment information and analysis for stocks, mutual funds, exchange-traded funds, closed-end funds, variable annuities and separate accounts. Investment advisory products and services are provided by Morningstar Associates, LLC, a registered investment adviser and wholly owned subsidiary of Morningstar, Inc.

About EPIC Advisors, Inc.
EPIC Advisors, Inc. is a full service, daily valuation 401(k) recordkeeper and plan provider. EPIC services clients in 31 states, comprising over 480 plans with $1.1 billion in assets. EPIC was ranked by PlanSponsor magazine as one of the Top 100 401(k) providers in terms of assets in its 2002 Recordkeeping Survey. EPIC is headquartered in Rochester, New York.

 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.