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Investing Specialists

Morningstar Runs the Numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended May 4.

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Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

Director of personal finance Christine Benz explores two ways savers can upgrade their 401(k)s without leaving their job. For one, if their plans offer what's called an "in-service distribution," they can move a portion of their money from the company retirement plan to an IRA even as they remain with the same employer. The other option is an "in-plan conversion," which some company retirement plans offer. It gives employees the chance to convert traditional 401(k) assets to Roth 401(k) assets within the confines of the same plan. does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.