CONTRACTONGOING

Morningstar Participates in Managed Accounts Review

Department of Revenue | State of Alaska
Document date
Sep 16, 2025

The 30-second brief

What it covers

The Defined Contribution Plan Committee engaged Morningstar representatives in an executive session focused on Phase 2 of Callan’s review of managed accounts and Empower advisory services. Morningstar continues to support automated advisory and participant advisory services for Alaska’s DC plans.

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
September 16, 2025
Source document
defined_contribution_plan_committee_meeting_agenda.pdf (Agenda)

MORNINGSTAR's other public 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 September 16, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in defined_contribution_plan_committee_meeting_agenda.pdf (Agenda), dated September 16, 2025 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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