Morningstar ClearFuture, currently available to 7,000 corporate retirement plans throughout the United States, offers research, education, investment guidance and advice for all levels of investors.
The feature’s goals-based approach allows participants to examine the relationships between:
- long-term and short-term risk,
- asset mix and
- retirement income.
It then provides specific investment advice for creating a portfolio using the options available in the participant’s 401(k) plan.