Retirement plan management made easy.
Morningstar® Plan AdvantageSM
An integrated platform to help advisors manage, grow, and streamline their retirement plan business.
Powered by a network of more than 25 plan providers, Morningstar Plan Advantage helps advisors prospect and obtain pricing, manage plan lineups, and access detailed investment information—all from one place.
Learn how Morningstar Plan Advantage can help you grow your retirement business.
One centralized dashboard to help advisors grow and manage their retirement plan business.
Oversee All of Your Retirement Plans
View live plan data and reports, propose changes to investment menus, and monitor the compliance-related “health” of your clients' lineups.
Research Available Funds
Research approved funds and their performance by provider products to help you build and adjust investment lineups for your clients and prospects.
Get Pricing Proposals Directly
Save time by requesting custom pricing proposals from more than 25 plan providers directly through the Morningstar Plan Advantage platform.
FOR THE HOME OFFICE
A full spectrum view to help firms support their advisors and retirement plan business.
Support Advisors’ Growth
Provide a scalable service that allows advisors to easily create lineups for prospects, manage their existing plans, and grow their business.
Help Reduce Your Risk
Preselect from a range of fiduciary options, including our 3(21) and/or 3(38) services, to maintain consistency across your business, while compliance alerts and plan reports can help you identify and mitigate potential compliance issues.
Gain Key Insights
Stay up to date on your firm’s retirement plan business through a variety of readily available reports, metrics, and communications.
Streamline your retirement plan business
Get in touch to learn more about how Morningstar Plan Advantage can transform your retirement business.
About Morningstar Investment Management
Our parent company, Morningstar, Inc., was founded on the simple idea that when people have good investment information, they can make better choices that help them achieve their financial goals. In the retirement solutions group at Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. and a registered investment adviser, our advocacy for the individual investor extends to the workplace retirement market where the responsibility for investing and saving now rests with employees. We are committed to helping those individuals save for retirement by providing products and services that range from a managed accounts service to custom models to target-date products and fiduciary services.