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We can help make it

easy to plan for retirement.

 

With Morningstar® Retirement Manager,SM  your employees can receive independent advice on:

 
 
 

How much they’ll need to reitre

 
 

A savings strategy to get there

 
 

When they can plan to retire

 
 

When to start Social Security  

 
 

Which plan investments to choose

 
 
 

We can even manage their investments
going forward.

 

Portfolios typically need grooming several times a year. The investment professionals at Morningstar Investment Management LLC can watch and modify employees’ investments as they age and their situations change.

 
 
 

Let’s get started.

 

Let us do the work and help your employees plan for retirement. We’re ready to work with you to help them reach their retirement goals.

 
Get Started
 
 
 

About Morningstar Investment Management

 

Morningstar, Inc.’s mission is to help investors reach their financial goals. We were founded on the simple idea that when people have good investment information, they make better choices that lead to better outcomes. Our advocacy for the individual investor extends to the workplace market, where the responsibility for investing and saving for retirement now rests with employees and where we’re committed to helping those employees achieve their financial goals. The products and services of Morningstar and its affiliates range from advice and managed accounts to custom models, target-date solutions, and fiduciary services. Our Workplace business includes Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.

 
 

Disclosure:

Morningstar® Retirement ManagerSM is offered by Morningstar Investment Management LLC and is intended for citizens or legal residents of the United States and its territories. The investment advice delivered through Morningstar Retirement Manager is provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Investment advice generated by Morningstar Retirement Manager is based on information provided and limited to the investment options available in the defined contribution plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time.