Morningstar’s ClearFuture, currently available through more than 14,000 corporate retirement plans, offers research, education, investment guidance and advice to all levels of investors.
Integrated with Morningstar’s proprietary stock and managed portfolio databases, ClearFuture provides asset-allocation suggestions or specific investment advice, factoring in all of an individual’s retirement assets.
The tool creates diversified portfolios using the best investment options available in the participant’s company-sponsored retirement plan.
Connecticut-based USI currently provides retirement plan services to more than 400 individual companies with 150,000 plan participants
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