We believe in making investment advice cost effective for
your employees. This April, we’re reducing the facilitation fee for
participants enrolled in the Morningstar Managed Accounts service. As a result,
the annual participant fee will be reduced from 0.45% to 0.35% of the account
balance. Affordable access to professional investment support is one more way
we’re committed to helping your employees prepare for the future. Learn more.
Important: If your plan currently offers the Morningstar Managed Accounts service, you must notify participants about the fee reduction. A message with additional details and a participant disclosure template are available on your plan website.
