1. Access
Get to Morningstar Retirement Manager through your retirement account provider’s website
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Personalize your journey with Morningstar® Retirement Manager℠
Morningstar Retirement Manager is an online planning service that has helped millions of people receive personalized savings advice and retirement strategies since 2005. Your employer has vetted this service for you as an employee benefit to help you better save for the retirement of your dreams.
Morningstar Retirement at a Glance
- Morningstar Retirement has worked with over 150,000 employers to provide employees with managed accounts. (Data as of June 30, 2024)
- We have helped over 2.1 million people with personalized retirement advice and strategy. (Data as of June 30, 2024)
How it Works
3. Enroll
Accept your strategy and enroll in Morningstar Retirement Manager
4. Experience
Sign back in for ongoing benefits, such as progress tracking, account adjustments, and personalized advice
Your Retirement, Your Way
See how our service helps you stay on track for the future you want with a tailored strategy fit for your unique goals.
Learn More
Our dedicated team is here to support you.
Give us a call today at 877-525-3271.
Email us at morningstarretirement@morningstar.com
Learn more about Morningstar Retirement Manager
Making Retirement Personal
Retirement planning is not one-size-fits-all. See how we create your strategy to align with your unique goals and lifestyle.
Power of Saving
It’s never too early to start. Find out how saving today can build the future you want.
Investment Basics
Understand retirement and investment terms and concepts.
FAQ
Make the most of your retirement plan with curated insights and answers to frequently asked questions.
©2024 Morningstar Investment Management LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Retirement offers research- and technology-driven products and services to individuals, workplace retirement plans, and other industry players. Associated advisory services are provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.
Morningstar® Retirement Manager℠ is intended for citizens or legal residents of the United States. 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.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Retirement does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.