Our mission is to help improve the U.S. retirement system by arming decision-makers with unbiased and actionable data and analysis.
Since the Workplace Solutions Group was founded within Morningstar Investment Management LLC (the registered investment advisory arm of Morningstar, Inc.) in 1999, research has been the driving force behind all our products, services, and methodologies. Over the years, the group has published groundbreaking work, such as “Stocks, Bonds, Bills, and Inflation;” “No Portfolio is an Island;” and “The Impact of Guaranteed Income and Dynamic Withdrawals on Safe Initial Withdrawal Rates.” The Morningstar Center for Retirement & Policy Studies continues that legacy and expands upon it, guided by Workplace’s mission of putting people on the path to better retirement outcomes.
Our goal is simple—we want to give those who are able to change and modernize the retirement industry the information and data they need to help them make the right decisions. We value independence. We value objectivity. And we value truth.