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The Morningstar Center for Retirement & Policy Studies

Annuities Unveiled: A Guide on Annuities

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FEATURED RESEARCH

How Large are Racial and Gender Disparities in 401(k) Account Balances and What is Causing Them

Initial Findings from the Collaborative for Equitable Retirement Savings

Jack VanDerhei, Center for Retirement & Policy Studies


FEATURED RESEARCH

2023 Retirement Plan Landscape Report

An in-depth look at the trends and forces reshaping U.S. retirement plans


Lia Mitchell, Center for Retirement & Policy Studies


WHITE PAPER

Does Private Equity Enhance Retirement Investment Outcomes?

Evidence from the Experience of Pension Plans


Lia Mitchell, Center for Retirement & Policy Studies and Jasmin Sethi, Morningstar, Inc.

FEATURED RESEARCH

Does Private Equity Enhance Retirement Investment Outcomes?

Evidence from the Experience of Pension Plans

Lia Mitchell, Center for Retirement & Policy Studies and Jasmin Sethi, Morningstar, Inc.

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WHITE PAPER

Right on Target?

Plan sponsors may not always consider participants’ behavior or needs when selecting target-date glide paths


Lia Mitchell and Aron Szapiro, Center for Retirement & Policy Studies

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FEATURED RESEARCH

Retirement Plan Landscape Report

An in-depth look at the trends and forces reshaping U.S. retirement plans



Aron Szapiro and Lia Mitchell, Center for Retirement & Policy Studies

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