Morningstar Retirement at a glance
Data as of March 31, 2026
Personalize your journey with Morningstar Retirement Manager
Since 2005, Morningstar Retirement Manager, an online planning service, has helped millions of people get personalized savings advice and retirement strategies. Your company offers this benefit to help you save and plan for the retirement of your dreams.
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©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.