Get an Analysis of Your Retirement Plan

Morningstar Investment Management LLC can help employers pick the investment option that can best meet the retirement needs of plan participants. Our complimentary plan analysis uses participant data and our patented asset-allocation methodology to help determine an investment solution that could be well-suited for their plan.

Through this analysis, we can help employers:
  • Evaluate the fit of current or future investment solutions (such as target-date funds, target-risk funds, managed accounts, etc.)
  • Determine best-fit glide path among target-date fund options
  • Use a prudent, documentable, and repeatable process to meet fiduciary responsibilities in selecting investments
  • Gain insight into their participants’ investment needs

Morningstar Investment Management LLC offers the Morningstar Glide Path Selection Tool to assist plan sponsors in the determination of an appropriate glide path for their plan. Estimated plan participant asset allocations are determined using basic data provided by the plan sponsor, which Morningstar Investment Management does not independently verify. Particular investment options may not be appropriate investments for your plan, and there may be other investment options that are more suitable. The information, data, and opinions that are part of the tool and any related output generated includes proprietary information of Morningstar Investment Management and may not be copied or redistributed for any purpose. Morningstar Investment Management does not warrant this information to be accurate, complete, or timely and is not responsible for any damages or losses arising from the use of this information. The Morningstar Glide Path Selection Tool should not be the only method by which an investment or a particular investment option is chosen for a plan.