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The Morningstar Center for Retirement & Policy Studies

Annuities Unveiled: A Guide on Annuities

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.


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

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

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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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