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Managed Accounts: A Personalized Approach

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.

What's Inside

  • The basics of managed accounts
  • Why using managed accounts may make sense for your participants
  • How to get started

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©2023 Morningstar Investment Management LLC All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. The information contained in this document is the proprietary material of Morningstar Investment Management. Reproduction, transcription, or other use, by any means, in whole or in part, without the prior written consent of Morningstar Investment Management, is prohibited. Opinions expressed are as of the current date; such opinions are subject to change without notice. Morningstar Investment Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or their use.

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.

All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.