U.S.A.
Morningstar® Retirement Manager
User-friendly advice and managed account services for plan participants.
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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
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
Learn more about our services for retirees 
 Latest Retirement Research
Alpha, Beta, and Now…Gamma 
 Upcoming Events
2013 Morningstar Ibbotson Conference
Feb. 21-22, 2013
NAPA/ASPPA 401(k) Summit
March 3-5, 2013
P&I East Coast Defined Contribution Conference
March 10-12, 2013
RIIA’s Spring Conference
March 18-19, 2013
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