Learn how Morningstar transformed a legacy education stipend into a globally scalable Lifestyle Spending Account (LSA), delivering greater flexibility, stronger engagement, and a consistent employee experience across 29+ countries.
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Employees across 29+ countries gained access to a unified global flex stipend experience.
Strong employee adoption driven by flexible benefit design and global accessibility.
More than $5.7 million reimbursed through education and wellbeing benefits.
Consistent engagement demonstrates ongoing value and repeat utilization.
Morningstar is a leading investment research firm known for its strong culture of learning and development. To better support evolving employee needs, the company expanded its traditional education stipend into a flexible benefits program that supports both learning and wellbeing.
“We don’t view benefits as a cost center—we view them as an investment in our people. By building this program directly from employee feedback, we created something more personal, easier to scale globally, and ultimately more impactful—proving that design, not dollars, drives engagement.”
Discover how HR leaders are using Espresa to deliver flexible, data-backed benefits programs that strengthen engagement, retention, and employee experience.
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