| | Products, Deals and People | | Morningstar to Offer New 401(k) Platform in 2017 | | Morningstar is planning a new 401(k) platform available next year to plan sponsors. Morningstar Plan Advantage will be an online platform to help plan sponsors access recordkeeping services and receive 3(38) fund lineup design and management services from Morningstar. The platform is intended to offer fund lineups designed and managed by Morningstar Investment Management through a variety of recordkeeping partners.Read more > | | | Best of PLANSPONSOR National Conference | | If you missed the PLANSPONSOR National Conference, you’re in luck! We are taking the show on the road this fall to bring plan sponsors and retirement plan advisers across the country the same in-depth and insightful information provided at our National Conference each year. In a concise 1/2 day format, we’ll drill down into the latest trends and best practices, as well as future thinking about retirement plan design, participant engagement and education, investment options and solutions, and, of course, regulatory and litigation updates. Request an invitation and select the location you would most prefer.Read more > |
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