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Managed accounts is a personalized retirement service that employees can use as an alternative to target-date funds or a financial advisor.
In addition to tailoring the investment selection based on an employee’s retirement date, a managed accounts service uses investments already available in your retirement plan, as well as personal information about each employee, to create and implement a portfolio of investments customized to each employee’s needs.
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Morningstar® Retirement ManagerSM, the platform that facilitates the managed account service, is offered by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories who reside in the United States or its territories. Investment advice generated by Morningstar Retirement Manager is based on information provided and limited to the investment options available in the defined contribution plan.
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