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| | | | |  | | Backed by a brand that participants recognize and trust, Morningstar® Retirement Manager is an advice and managed accounts program that provides fiduciary support to plan sponsors by helping plan participants manage their employer-sponsored retirement accounts over a lifetime. Morningstar Retirement Manager runs on a foundation of patented methodologies developed from decades of research. More than 24 million participants across micro- to mega-plans in the corporate, healthcare, education, nonprofit, and government segments have access to recommendations and professional investment management through Morningstar Retirement Manager. Participants can engage with the program through an easy-to-use website, via reports, in-person, or by phone. | | | | | | |  | Retirement Service Enhancements | | | | |  | Latest Retirement Research | | | | |  | Upcoming Events | | |
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| | The Morningstar Investment Management division is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. All investment advisory services described herein are provided by one or more of the U.S. registered investment advisor subsidiaries. Data as of September 30, 2012. Includes Morningstar Associates, Ibbotson Associates, Morningstar Investment Services, OBSR Advisory Services, and Ibbotson Australia. | |
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