Browsing Tag
Morningstar
127 posts
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
IRI Expert Weighs in On Morningstar Update to 4% Rule
In light of recommended change to longstanding rule of thumb, Insured Retirement Institute’s Frank O’Connor says annuities can protect retirement portfolios while delivering lifetime income
3.3% Safe Withdrawal Rate is the New 4%: Morningstar
When it comes to a safe withdrawal rate for retirees, 4% has long been the accepted standard. A new report from Morningstar Research lowers that, but also offers ideas for how the rate could actually exceed 4%