| | | | Personalized strategies. From full- to self-service. | | | Morningstar supports retirement plan providers and sponsors with full-service options, such as a comprehensive advice solution for retirement plan participants, or products they use to meet ongoing needs. Concise, easy-to-understand investment reports enhance investor communications. A useful online resource offers critical details for those researching the retirement marketplace. | | |
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|  | | Morningstar® Retirement Manager
A range of advisory services that allows retirement plan participants to self-manage their plan assets or delegate that responsibility to Morningstar Associates. |
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|  | | Morningstar® Investment Profiles™
Essential facts about an investment assembled into a one-page report for investors. |
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|  | | Morningstar® Retirement Plan Service Directory
A free online resource to help plan sponsors screen for suitable service providers that support thousands of retirement plans across the United States. |
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