Morningstar Investment Management is putting its name on a PEP, one that it says will be the first ESG-specific product for that plan type, the company announced today. The massive ratings, research and financial services firm is partnering on the ...

Another financial services firm is aiming for business in the new PEPs market, adding to a roster of dozens of companies that are registering as providers. The new entrant, July, is planning to launch its pooled employer plan early next ...