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February 10, 2023
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.
January 31, 2023
Morningstar Investment Management and Plan Administrators launched a pooled employer plan featuring ESG funds.
January 31, 2023
/PRNewswire/ -- Morningstar Investment Management LLCs Retirement Solutions Group, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), and Plan Administrators,...
August 3, 2022
Huntington provides investment management while PAi handles plan administrationCOLUMBUS, Ohio, Aug. 3, 2022 /PRNewswire/ -- To support small busin...
October 14, 2021
PAi Trust Co. will be the pooled plan provider, and Morningstar Investment Management will select and manage the investment lineup.
April 29, 2021
Montreux Jazz Festival Announces RESTART Poster Competition Winners Now that I’m halfway vaccinated, with a Moderna cocktail swimming in my bloodstream, I can see the clouds somewhat parting. While my new "normal" won’t be anything like my old "normal," maybe I can get back to some of the things I love, like eating al fresco, playing croquet, and having youngsters scream in my face atop massive layers of guitar feedback while surrounded by a pile of sweaty humans. OK, so maybe I won’t be...
January 12, 2021
PAi unveils a new way for participants to relate to retirement planning News provided by Share this article Share this article DE PERE, Wis., Jan. 12, 2021 /PRNewswire/ -- From the retirement planning skeptic to the high salaried saver, PAis Retirement Planning People provide potential savings scenarios to represent all stages of life, helping plan participants envision their future in retirement. These saver personas and all relevant resources provide participants with a way to relate to or ...