The Web-based Morningstar Retirement Plan Service Directory allows users to quickly screen across Form 5500 filings that plan sponsors make with the Department of Labor to find aggregate data about service provider assets, fees, and number of plans served, according to a press release. The directory includes information on more than 5,000 investment managers, consultants, recordkeepers, actuaries, and other providers.
A special research function allows users to review one-page reports on service providers containing a summary of a firm’s services, client assets, top clients, and geographical concentration. Users can search the profiles by provider name, plan name, region, state, or ZIP code, and can sort providers by client assets or number of clients served.
Steve Deutsch, director of the Morningstar pension, endowment, and foundation database, launched in the fall of 2008 (see Morningstar to Provide Pensions, Endowments, Foundations Info ), said that when compiling information about public and private plans, Morningstar also culled information about providers that serve these plans. “Our new directory is the first application of the work we’ve done on our pension, endowment, and foundation database,” he said in the press release.
To access the Retirement Plan Service Directory, register at http://rps.morningstar.com .
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