The Morningstar Center for Retirement & Policy Studies
Retirement Plan Landscape Report 2023 Summary
FEATURED RESEARCH
Under the Microscope: Fixed-Indexed Annuities With Guaranteed Lifetime Withdrawal Benefits
A detailed look at FIAs with GLWB and whether they improve investor outcomes.
Spencer Look, 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 Michele, Center for Retirement & Policy Studies
WHITE PAPER
The Quest for Lifetime Income
Will the Bridge Strategy Weather the Approaching Storm of Social Security Reform?
Spencer Look and Aron Szapiro, Center for Retirement & Policy Studies
FEATURED RESEARCH
Going Global: An Evaluation of Retirement Systems Around the World
In our first international look at retirement frameworks, we focus on the features of workplace retirement schemes in eight countries spanning the Americas, Europe, and Asia.
Andy Pettit, Morningstar, Inc. and Lia Mitchell, 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