Comprehensive Retirement Planning
Morningstar Retirement Manager is a managed accounts service that goes beyond just managing investments. It offers a holistic approach to retirement planning, providing personalized advice to help employees achieve their retirement goals. By combining research and technology-driven products and services, Morningstar Retirement Manager ensures that individuals, workplace retirement plans, and other industry players have access to the tools they need for successful retirement planning.
Tailored Strategies for Retirement Success
Morningstar Retirement Manager makes it easy for employees to build a customized retirement strategy. With personalized advice that takes into account individual financial situations, risk tolerance, and retirement goals, employees can feel confident in their path to retirement. The platform offers dynamic and easily accessible advice that adapts to changing circumstances, ensuring that retirement plans remain on track even as life evolves.
Professional Guidance and Support
Through Morningstar Retirement Manager, employees can access professional guidance from retirement specialists. By connecting with Morningstar professionals, individuals can receive personalized support tailored to their unique needs and goals. This one-on-one interaction ensures that employees have the resources they need to make informed decisions about their retirement planning, empowering them to take control of their financial future.
Risk Management and Investment Insights
Morningstar Retirement Manager acknowledges that all investments involve risk, including the potential loss of principal. The platform provides detailed insights into investment options available within defined contribution plans, helping employees make informed decisions that align with their risk tolerance and financial objectives. By offering projections and information on potential retirement income outcomes, employees are equipped with the knowledge they need to make strategic investment choices.