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Morningstar Launches Directory of Retirement Plan Service Providers
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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