Browsing Tag
Morningstar
129 posts
Advisor Managed Accounts Get Another Boost with OneAmerica, OneDigital, Morningstar deal
More customization opportunities aim to provide more tailored benefits for retirement plan participants
Assets in Climate-Related Mutual Funds and ETFs Doubled in 2021
Climate funds set their third consecutive annual record for net flows
Capital Group Teams with Morningstar on New Target Date Partnership
'It will enable retirement plans to deliver personalized asset allocation that participants, plan sponsors and advisors increasingly seek'
Where Does the U.S. Rank in Mutual Fund Fees and Expenses?
'The increased prevalence of unbundled fund fees enables transparency and empowers investor success. However ...'
Record Growth of CITs Spurs Rebound of Contributions to Target-Date Strategies
Morningstar report finds lower costs lead to “remarkable advance” of collective investment trusts
401k Market Minute: Mandatory Climate Change Reporting, Trends in Retirement Plans, and Hooray for New Jersey (Wait, What?)
The big news to start the week is the Securities and Exchange Commission’s ambitious proposal to require public…
5 Key DC Trends from New Morningstar Retirement Report
Just-released inaugural report offers an in-depth look at the trends and forces reshaping 401k plans—where the findings may surprise you
Morningstar Launches Research Center to Improve U.S. Retirement System
It recruited high-profile researcher Jack VanDerhei as director of retirement studies
HUB and Hueler Announce Partnership to Boost 401k Income Solutions
‘It’s a process, not a product,’ says HUB’s Barbara Delaney, ‘and one that’s prudent.’
401k News Briefs: Lincoln Financial Adds Income America; OneAmerica Teams with Morningstar
Participants in Lincoln National’s 401k will be able to convert savings into guaranteed income for life; OneAmerica deal with Morningstar Investment Management means more personalized advice for retirement plan accounts