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NEWS - Schwab adds Morningstar as Managed Account Provider

April 23, 2013 – Schwab Retirement Plan Services is adding Morningstar Associates, LLC as a managed account provider for its Schwab Index Advantage service.

Morningstar will join GuidedChoice as a fully integrated provider of managed account services to workers saving for retirement through Schwab Index Advantage. Employers will be able to choose Morningstar’s managed account services once the integration with Schwab Index Advantage is completed, which is expected later this year.

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