The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke ...

Johnson said an employer-sponsored plan is “arguably the best retirement savings vehicle out there.” Unfortunately, research shows that about 40% to 50% of private sector employees do not have access ...

Question: I’m preparing for retirement and trying to figure out where I should go for money to meet my income needs. I understand that it’s important to start by withdrawing from some accounts and ...

Quick Read Morningstar revised the safe retirement withdrawal rate to 3.9% for 2026 from the traditional 4% rule. Retirees ...

Margaret Giles: Hi, I’m Margaret Giles with Morningstar. What should those saving for retirement and those already there have on their radars for 2026? Joining me to discuss that topic is Morningstar ...

Using the new model, Morningstar’s Center for Retirement & Policy Studies found that managed accounts can boost median projected retirement outcomes across all participant groupings studied The ...

The best retirement withdrawal method depends on what’s most important to you. That’s one of the conclusions from our recent ...

Why doing something beats doing nothing.

Managed accounts are rapidly becoming a centerpiece of the modern 401(k). Fidelity data shows that access to the once-niche service has surged from 17% of plans in 2014 to 42% by 2023, reflecting a ...

CHICAGO--(BUSINESS WIRE)--The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the ...