Morningstar Retirement, NPPG Integrate on PEP Accessibility  

Morningstar Retirement is collaborating with NPPG Plan Professionals, LLC, a related company of National Professional Planning Group, Inc. (NPPG), to deliver personalized retirement offerings to employers through pooled employer plans (PEPs).

Morningstar Retirement’s advisor managed accounts service will be integrated into NPPG’s PEP offerings.

“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.”

As the PPP, NPPG will oversee the management and administration of these PEPs.

“Together with Morningstar Retirement, we are helping employers offer more than just a plan—we’re enabling personalized, outcome-focused strategies designed to support long-term financial well-being,” said Michael Salerno, CEO at NPPG.

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