The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke ...

Let's say you have two retirees with the same $1 million portfolio and they each withdraw the same amount each year, and both also earn the same average return over the next 30 years. The thing is, ...

The tweak to the legendary “4% Rule” is slightly above last year, thanks to improved capital markets assumptions.

Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio.

New evidence that managed accounts can create meaningful impact for plans. Could managed accounts offer new opportunities for your clients' retirement plans?

Morningstar director of personal finance & retirement planning Christine Benz and Bankrate financial analyst Stephen Kates ...

Noting that nearly half of Americans have nothing saved for retirement and the median 401(k) balance is less than $10,000, Morningstar set out in a new report, “Easing the Retirement Crisis,” to ...

Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group ...

A distribution from your traditional IRA could cost you if you’re not aware of your responsibilities. Why it matters: Many investors are saving up for their retirement in workplace accounts like 401(k ...

Using the new model, Morningstar’s Center for Retirement & Policy Studies found that managed accounts can boost median projected retirement outcomes across all participant groupings studied The ...

Since 2002, retirement savers age 50 and over have had the option of making “catch-up” contributions to their 401 (k) plans, ...

From left to right, Morningstar CEO Kunal Kapoor; Christine Benz, Morningstar's director of personal finance; and Brock Johnson, president of Morningstar Retirement, during a webinar about the "new ...