Change Is a Good Thing

Defined contribution plan sponsors are responsible for selecting and monitoring the menu of investment funds available to participants. Monitoring plans to weed out underperforming funds and finding higher-quality replacements has the potential to improve the investment performance, and ultimately the retirement outcomes, of millions of workers.


In this report, you will learn that:
  • Replacing funds has the potential to improve outcomes for retirement investors
  • Poor, ineffective menus can be detrimental to participants and plan sponsors
Sign up to receive your copy:

Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Opinions expressed 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. This commentary is for informational purposes only. The information, data, analyses, and opinions presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.