U.S.A.
Build business, not paperwork
Your plan sponsors want their participants retirement ready. Regulations require more knowledge, service, and documentation of a fiduciary. How do you keep up?

Morningstar® Fiduciary Services helps you focus on supporting clients and growing your business instead of time-consuming administrative work. Built with advisors in mind, our service includes plan-level reports that deliver comprehensive fund information in a format that’s convenient and easy for plan sponsors to understand.

View a selection of our sample reports 
Add fiduciary support
Some retirement plan advisors may need to team up with an independent partner. We can serve as an ERISA 3(21)(A)(ii) or 3(38) fiduciary, offering additional support for both you and your clients.

We can also help advisors who are fiduciaries streamline their workload by shouldering some of the responsibility.
Focus on your expertise
With Morningstar Fiduciary Services, you’ll be able to provide a diversified menu of investment options and automated reports to your clients while turning over the time-consuming aspects of your business to an independent expert.
Elevate your retirement offering
Morningstar Fiduciary Services gives advisors access to our time-tested approach to fund selection. As a result, advisors can provide their clients with the types of high-quality, diversified lineups typically available only to large or mega retirement plans.
Start using Morningstar Fiduciary Services
These industry-leading providers offer Morningstar Fiduciary Services to advisors:

Fidelity Investments

John Hancock Retirement Plan Services
   Portfolio Complete

Voya Financial
   Portfolio Blueprint
Take Action
Contact Sales
Learn more
Morningstar Fiduciary Services Fact Sheet
Have questions?
Frequently Asked Questions
Service providers
© Morningstar. All rights reserved.