Help Participants Customize their Retirement Accounts
Different Balances Call For Different Risk Levels

Retirement Plans across the country have found the customized service participants need by adding Morningstar® Retirement Manager® to their plans for nearly 20 years.

Why do participants need this tool? — Participants with $500,000 should probably not invest in the same investment mix as participants with $5,000, yet many retirement plans invest people of similar ages in the same investments regardless of their balance.

Morningstar Retirement Manager works with your plan to bring 100% customization to all size accounts, and it comes with no extra cost to the plan sponsor, and participants can see their recommended allocation at no extra cost.

Register now and secure your spot!

Join Paul Dowd, Neil Decker, and Special Guest Andrew Hudson, Regional Sales Director of Morningstar Investment Management, LLC as they provide an in-depth look at this powerful tool and ways to better prepare for retirement.