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Morningstar (MORN) Collaborates With NPPG Plan Professionals
MorningstarMorningstar(US:MORN) Yahoo Financeยท2025-10-28 15:27

Core Insights - Morningstar, Inc. (NASDAQ:MORN) is recognized as one of the Best 52-Week Low Mid Cap Stocks to Buy Now, highlighting its investment potential [1] - Morningstar Retirement has announced a strategic collaboration with NPPG Plan Professionals, LLC to enhance personalized retirement offerings [1][2] Company Collaboration - The collaboration will deliver new retirement offerings through Pooled Employer Plans (PEPs), integrating Morningstar Retirement's advisor-managed accounts service into NPPG's PEP offerings [2] - This partnership aims to bring personalization to retirement plans, making them more accessible to a broader market [2] Market Impact - Nathan Voris, head of go-to-market at Morningstar Retirement, emphasized that PEPs are addressing the coverage gap for small and mid-sized businesses, where 56 million U.S. workers currently lack workplace retirement plans [3] - The collaboration is expected to simplify administration, lower costs, and expand access to high-quality retirement plans, democratizing access for more employees [3] Company Overview - Morningstar, Inc. is a provider of independent investment research and data, offering insights across various markets and asset classes worldwide [3]