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The Morningstar Center for Retirement & Policy Studies

Annuities Unveiled: A Guide on Annuities

FEATURED RESEARCH

The Evolution of Retirement-Income Adequacy Under ERISA With a Focus on Defined-Contribution Plans

A Review of the Status Quo, Counterfactual Evidence, and an Analysis of Changes for the Future

Spencer Look and 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

Evaluating Retirement Plan Lifetime Income Solutions

Spencer Look, Center for Retirement & Policy Studies


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


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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