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Morningstar® Retirement Manager
User-friendly advice and managed account services for plan participants.
Overview
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Communication and Fiduciary Support
Experience and Results
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 25 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.
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In its 2012 Webawards, the Web Marketing Association recognized the Morningstar Retirement Manager website as one of the best in the financial services industry. Learn more
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