Morningstar, PAi Partner on Pooled Employer Plan Driven by ESG Initiatives
Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that allows for ESG consideration in retirement plans.
Morningstar Investment Management LLC's Retirement Solutions Group, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, are releasing the Morningstar® ESG Pooled Employer Plan, which is designed to select funds that limit exposure to material environmental, social, and …
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