According to an SRS announcement, it will offer to sponsors of its mid-to-large size plans the research, education, and guidance modules of the Morningstar ClearFuture investment-planning program. SRS said the affected plans represent 400,000 participants.
The plan sponsors can also opt for the Morningstar ClearFuture advice module, which SRS said will be available on a plan-by-plan basis.
Morningstar ClearFuture gathers detailed financial information from participants to provide investment suggestions for their retirement plans.
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