Products March 4, 2001

Morningstar Revamps With Retirement Focus

April 3, 2001 (PLANSPONSOR.com) - Morningstar launches a new section on its Web site (www.morningstar.com) focussing on retirees - or those close to retirement.
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Morningstar.com’s new Retirement section replaces its 401(k) Advice tab and now includes:

  • Strategies for Retirees, including a weekly “Improve Your Retirement” column, as well as a directory of “in-retirement” topics and an online chat community.
  • Tactics for Savers, including a weekly “SmartInvestor” column for those with at least a decade to go pre-retirement, as well as an online chat section.
  • The retail version of Morningstar’s ClearFuture online advice service.  You can access it for free as part of the $99 per year premium site membership, or for $7.95 per quarter.
  • Goal Planner, which helps investors identify the likelihood of meeting their financial goals.
  • Morningstar’s Income Worksheet for Retirees, which helps investors determine how much they can spend each year in retirement.

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