Tag: Morningstar

Research found managed-account users contribute 1.2 to 2.3 percentage points more than non-users across age groups.

Assets in the funds were up nearly 70% in the previous year, as of March 31.

The firm projected the plan would add between $635 billion and $983 billion in retirement saving under baseline scenarios.

Regulatory guidance alone is not enough for plan sponsors to succeed, according to Morningstar.

Plan closures, persistent asset leakage and growing disparities in costs and coverage underly an industry that exceeded $10 trillion in...

According to Morningstar, collective investment trusts grew 20% from 2024 to 2025, while remaining concentrated among a few major providers.

The six multi-manager collective investment trust portfolios are designed for use inside managed accounts.

The outcomes were most pronounced among early adopters, according to research from Morningstar.

All 4 earned assessments of at least ‘above average’ in spending and long-term-investing use cases.

The firm will expand its indexing capabilities in a $375 million transaction, taking over a critical provider for public U.S....

The firm reported its service increased participants’ saving rates, especially among those who were not on track for retirement.

The firm expects about 20% of funds to see changes in their ratings, most of which will be downgrades, as...

A Schlichter Bogard-led complaint alleges that providers pushed participants into retirement advice that led to TIAA annuity investments.

Understanding the average age of participants and how employees are allocated in their investments are some factors plan sponsors should...

Implementing the Saver’s Match may benefit plan sponsors in multiple ways, finds the Collaborative for Equitable Retirement Savings.

Morningstar policy brief analyzes the impact of the Department of Labor Retirement Security Rule. 

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

Nationwide, Morningstar team up on adviser-managed accounts; OneAmerica launches active TDF series of CITs; Cullen brings first income-generating ETF to...

Ali Khawar, of the Employee Benefit Security Administration, indicated that the agency may be set to finalize amendments to the...

According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined...