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Morningstar Financial Models Used in Managed Accounts Service

Department of Revenue | State of Alaska
Document date
Oct 12, 2023

The 30-second brief

What it covers

Morningstar powers the portfolio allocation and retirement modeling for the Empower Managed Account Service used by Alaska DC plan participants. Callan reviewed Morningstar's methodology on behalf of the plan sponsor.

Who holds it

MORNINGSTAR holds this financial services contract with Department of Revenue | State of Alaska. Its other public contracts on record include work for City of Joliet city and Placer County Air Pollution Control District.

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Contract details

Contract type
Financial Services
Document date
October 12, 2023
Vendor
MORNINGSTAR
Agency
Department of Revenue | State of Alaska
Source document
alaska_retirement_management_board_resolution_2023.pdf (Resolution)

MORNINGSTAR's other public contracts

City of Joliet city, IllinoisJoliet Accepts CDBG Subrecipient Agreement With Morningstar · Oct 6, 2026UndisclosedCity of Joliet city, IllinoisJoliet Proposes CDBG Agreement with Morningstar · Oct 5, 2026UndisclosedCity of Joliet city, IllinoisJoliet Considers CDBG Agreement with Morningstar · Oct 4, 2026UndisclosedCity of Joliet city, IllinoisJoliet Considers CDBG Agreement With Morningstar · Oct 4, 2026UndisclosedPlacer County Air Pollution Control District, CaliforniaPlacer County Replaced Morningstar Fiduciary Consultant · Sep 22, 2026UndisclosedAll MORNINGSTAR contractsVendor profile

More Department of Revenue | State of Alaska contracts

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Questions about this contract

Who was awarded the financial services contract by Department of Revenue | State of Alaska?

MORNINGSTAR was awarded this financial services contract by Department of Revenue | State of Alaska, as recorded on October 12, 2023.

What type of contract is this?

This is a Financial Services contract, documented as a resolution record.

Where was this contract approved?

This contract appears in alaska_retirement_management_board_resolution_2023.pdf (Resolution), dated October 12, 2023 from Department of Revenue | State of Alaska. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does MORNINGSTAR hold?

MORNINGSTAR may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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