Morningstar Benefits Overview

We have programs designed to help support your life, not just your work, from financial tools and retirement benefits to family support and well-being resources.

Compensation + Benefits

Offers 401(K)

Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.

Offers disability insurance

Offers charitable contribution matching

Provides 401(K) matching

Our retirement savings programs include fixed or matching employer contributions to support long-term savings.

Offers life insurance

Provides free access to retirement planning tools

Provides adoption assistance

Hosts company-sponsored family events

Offers generous parental leave

Offers childcare benefits

Provides family medical leave

Offers company equity

Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.

Offers performance bonuses

Offers employee stock purchase plan

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers Flexible Spending Account (FSA)

Offers vision insurance

Company Culture

Provides commuter benefits

Utilizes an open door policy that encourages accessibility

Implements team-based strategic planning

Promotes a strong in-person office culture

Open office floor plan to encourage communication and collaboration

Uses an OKR operational model to clearly define goals and priorities

Leadership encourages open, transparent debate

Offers diversity-based Employee Resource Groups

Hiring practices promote diversity

Utilizes a 4-day work week model

In-office days / expectations are defined

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers fitness stipend

Partners with nonprofits

Offers wellness programs

Provides opportunities to volunteer in the local community

Morningstar encourages our colleagues to become involved in their communities, by providing paid time off for volunteer activities.

Offers company-sponsored happy hours

Provides recreational clubs

Offers generous PTO

Provides paid holidays

Offers sabbatical leave

Offers a flexible time off policy

Offers paid volunteer time

Our employees receive 2 days per year of paid volunteer time.

Provides paid sick days

Utilizes an Unlimited PTO policy

Career Growth + Development

Provides continuing education stipend

Offers mentorship program

Provides paid industry certifications

Allows employees to pursue continuing education during work hours

Job training & conferences

Provides online course subscriptions

Hosts Lunch and Learns

Provides tuition reimbursement

Provides customized development tracks

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