Insights for Retirement Savers

We’re here to help answer questions about your retirement investments.

If you’re feeling unsure about your retirement savings because of recent market volatility and the nonstop news around COVID-19—we’re here to help. At Morningstar Investment Management LLC, we are doing everything we can to provide the information, answers, and tools you need to save for the retirement you want.

Turbulent markets can signal opportunities.

President and Global Chief Investment Officer Daniel Needham explains why retirement savers and investors should look for value when markets are rough.

Resources for Retirement Savers

article

The Retirement Saver’s Guide
to Market Volatility

article

What’s a Managed Accounts Service
and How Can It Help Me?

video

The Impact of Managed Accounts on Retirement

video

Morningstar Retirement
Conversations

Insights from Morningstar.com

article

A Letter from Morningstar Inc.'s
CEO Kunal Kapoor

article

Investing Terms for
Turbulent Times

article

The Market's Crazy.
Get Excited!

How can we help?

We’re here to help you take whatever next step is right for you. If you're ready to enroll in our managed accounts service, log in to your retirement plan provider page to get started.

If you don't know who your plan provider is, still have questions about managed accounts, or want to walk through the service with a human, our team of Retirement Specialists are on standby to help.

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Morningstar® Retirement ManagerSM is offered by Morningstar Investment Management LLC and is intended for citizens or legal residents of 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. 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.

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References to specific securities or other investment options should not be considered an offer to purchase or sell that investment. This information should not be the sole source of information in making an investment decision. Investing in securities is subject to risk including risk of loss in an investment; investors should work with their own financial professional for determining what is the best course of action for them based on their facts and circumstances.

Linked articles may be written by employees of Morningstar, Inc. or its subsidiaries. Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission. The opinions expressed are given in good faith, are as of the publication date, and are subject to change without notice. The analysis presented are statements of opinions; they are not statements of fact. Analysts have made a reasonable effort to carefully research information contained in the video.