Business
Morningstar Retirement and NPPG Announce Strategic Integration to Expand Access to Personalized Retirement Services
CHICAGO, October 22, 2025--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC, a related company of National Professional Planning Group, Inc. (NPPG), a leading Pooled Plan Provider (PPP) and intermediary fiduciary, to deliver personalized retirement offerings to employers through Pooled Employer Plans (PEPs).
About this update from Morningstar, Inc.
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":2258,"height":494,"url":"https://media.zenfs.com/en/business-wire.com/076e16cef0bebc6f85cfbb9c32e5a6d9"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/iU3IBua5oe4XD1Iez9r_dg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTIxMDtjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/076e16cef0bebc6f85cfbb9c32e5a6d9","width":960,"height":210},"lightbox":{"url":"https://s.yimg.com/ny/api/res/1.2/IDPyn6HCCEaf3xMyDqCwIQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD01MjY7Y2Y9d2VicA--/https://media.zenfs.com/en/business-wire.com/076e16cef0bebc6f85cfbb9c32e5a6d9","width":1200,"height":263}},"lazy":false},{"type":"text","content":"CHICAGO, October 22, 2025--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC, a related company of National Professional Planning Group, Inc. (NPPG), a leading Pooled Plan Provider (PPP) and intermediary fiduciary, to deliver personalized retirement offerings to employers through Pooled Employer Plans (PEPs).","length":473,"tagName":"p"},{"type":"text","content":"Morningstar Retirement’s advisor managed accounts service will be integrated into NPPG’s PEP offerings, bringing personalization at scale to retirement plans traditionally out of reach for small and mid-sized employers.","length":219,"tagName":"p"},{"type":"text","content":""High-quality, personalized retirement plans were once limited to large companies. PEPs are changing that by closing the coverage gap for small and mid-sized businesses, where 56 million U.S. workers lack workplace retirement plans. They simplify administration, lower costs, and expand access," said Nathan Voris, head of go-to-market at Morningstar Retirement. "Through our collaboration with NPPG, we’re democratizing access, bringing these strategies to a broader market, and helping more employees plan for retirement."","length":544,"tagName":"p"},{"type":"text","content":"As the PPP, NPPG will oversee the management and administration of these PEPs, helping ensure compliance, operational efficiency, and fiduciary oversight for participating employers. With nearly three decades of expertise ...