Morningstar 2011/2012 - (Page 6)

6 Client Stories ING Expands Support for Retirement Plan Sponsors with Morningstar The past several years have signaled a sea change in the defined contribution landscape, with more employers and their workers seeking help with their retirement plan investment choices. ING has been committed to helping plan sponsors and advisors provide sound retirement investment options. Through ING’s popular Portfolio Blueprint ® service, customers are able to determine suitable fund menus based on workforce demographics with the assurance that Morningstar’s investment advisory group “stands behind those choices,” says Rick Mason, president of corporate markets for ING U.S. Retirement. Precision planning. ING collaborated with Morningstar’s investment advisory group to design the cost-effective Portfolio Blueprint service and customize it to meet plan sponsors’ needs. “Morningstar had the background, the experience, the service, and the name recognition,” Mason adds. As an independent third party and fiduciary, Morningstar’s investment advisory group helps reduce the regulatory burden for plan sponsors, while providing ongoing fiduciary protection and access to an appropriate range of investments. “We saw the need in the marketplace, thought through an innovative solution, and worked with Morningstar to design a service that would best serve our customers,” recalls Mason. Flexible programs. As a leader in retirement services—now supporting more than 50,000 employers and 5 million plan participants— ING’s investment platforms allow the business

Table of Contents for the Digital Edition of Morningstar 2011/2012

Morningstar 2011/2012
Table of Contents
Commonwealth Financial Network
The Hartford
ING
Transamerica
Institutional Software
Custom Software and Services
Investment Data, Market Data, and Indexes
Fund, Stock, and Credit Research
Advisory, Retirement, and Portfolio Management Services
Independent Advisor Software and Services
Financial Communications
Investor Websites and Publications

Morningstar 2011/2012

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