Morningstar Retirement Manager
This managed accounts service can help put your employees on the path to their retirement goals with holistic, dynamic, and easily accessible personalized advice.
Take care of an employee’s retirement strategy beyond just their investments. Morningstar Retirement Manager is designed to make it easy to build a customized strategy.
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©2024 Morningstar Investment Management LLC. All rights reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Retirement offers research- and technology-driven products and services to individuals, workplace retirement plans, and other industry players. Associated advisory services are provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.
Morningstar® Retirement Manager℠ is intended for citizens or legal residents of the United States. Investment advice generated by Morningstar Retirement Manager is based on information provided and limited to the investment options available in the defined contribution plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. There is no guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
The Morningstar® Retirement Manager℠ platform is offered by Morningstar, Inc. and is intended for citizens or legal residents of the United States or its territories.