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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
Communication and Fiduciary Support
Morningstar® Retirement Manager goes beyond standard advice and managed account programs to engage plan participants and encourage them to take action. Drawing from our experience communicating complex ideas to investors, we consult with plan sponsors to create communications that play a significant role in a plan’s success. We work with plans of all sizes across all industries through a variety of communication channels to increase awareness, generate action, and boost key metrics. To help plan sponsors meet their fiduciary responsibilities, we provide reports, respond to due diligence questions, and participate in investment committee meetings.

Watch a video about how Morningstar Retirement Manager helps make retirement planning easier for plan participants 
We help plan sponsors engage participants through a variety of communication channels:
Convenient Access Points
Our approach makes it easy for plan participants to access our services, whether they prefer to interact in person, online, by phone, or through paper reports. We work with plan sponsors and plan providers to determine the most appropriate access points for their participants.
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Personalized Strategy Reports
Participants eligible for our Managed by Morningstar managed accounts service can receive personalized strategy reports to encourage them to enroll in managed accounts. These reports provide a gap analysis of their current retirement income projections and an action plan to improve their retirement income.
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Regular Progress Reports
Participants enrolled in our Managed by Morningstar managed accounts service will receive personalized quarterly reports that keep them informed of the status of their accounts and their progress toward retirement.
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