Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, today announced plans to offer the industry's first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is expected to launch in early 2022, pending final guidance from the U.S. Department of Labor on the
The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 31.5 cents per share. The dividend is payable Oct. 29, 2021 to shareholders of record as of Oct. 19, 2021.
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its fifth annual landscape study on health savings accounts (HSAs) available to individuals. Morningstar evaluated 11 of the most prominent HSA providers' offerings for two different use cases: as an investment account to save for future medical expenses and as a spending account to cover current medical costs. This year's study finds the best HSA provider for investors is Fidelity, and the b