Morningstar found that their plan inclusion generates the largest relative improvements for lower- and middle-income plan participants.

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

While retirement plan sponsors increasingly see managed accounts as helpful to prepare participants for retirement, more education is needed to increase participant usage. “We’ve seen a tremendous ...

I can still see myself, a number of years ago, sitting in front of a trusted colleague as they asked me to consider having our firm offer proprietary advisor managed accounts. My answer was a flat-out ...

The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of the 2026 Managed ...

Annual Defined Contribution Consultant Study captures viewpoints on key retirement trends and investment themes from 36 of the nation's leading consultant and advisory firms BALTIMORE, Sept. 9, 2025 ...

Michael Miller, head of DC solutions at PGIM, sits down with InvestmentNews anchor Gregg Greenberg to explain why defined contribution managed accounts improve participant outcomes and retirement ...

The MarketWatch News Department was not involved in the creation of this content. Annual Defined Contribution Consultant Study captures viewpoints on key retirement trends and investment themes from ...