AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Loan & Distribution Specialist AimPoint Pension
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Morningstar Launches Online Investment Document Library
PLANSPONSOR; free registration may be required Mar. 25, 2010
Excerpt: Morningstar, Inc. has launched the Morningstar Document Library, an online repository of documents covering investment products. The Library includes documents from open-end, closed-end, money market, and exchange-traded funds, as well as unit investment trusts, variable annuity subaccounts, and stocks. Morningstar said brokerage firms and retirement plan providers can link to the library or integrate it into their adviser and investor platforms, software, tools, and Web sites to deliver documents to clients that meet pre- and post-sale regulatory requirements.
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