Lia Mitchell

Our latest research includes analysis of the cost and quality of investments in defined-contribution plans.

We anticipate big changes in these five policy areas.

Private equity can enrich defined-contribution plans, but it also comes with concerns.

We see the most benefits for participants in small retirement plans and investors rolling into fixed index annuities.

Our research on private equity in large pension plans shows mixed results.

It depends on the size of your employer, according to our new research.

New Morningstar research examines how global workplaces are encouraging people to save more and earlier.

We examine the impact of President Biden’s plan on both individual households and the larger economy.

We looked at the new Relationship Summaries that investors are receiving and found them missing key information.

The program could make strides to narrow the racial wealth gap, but the details still need to be worked out.

How would a financial transaction tax impact investors, and what can we learn from existing implementations?

A policy proposal that would benefit children from low-income families and close the racial wealth gap.

It depends on how the money is used.

The potential tax would raise revenue without explicitly raising tax rates for lower- and middle-income households.

As the debut of pooled employer plans draws near, the current MEP system provides a useful test case for what can go right--and wrong.

A financial transaction tax would impact investors in a couple of ways as the market reacts to the tax.