A proposed rule from the Department of Labor would make it easier for company retirement plan sponsors to add alternative-type assets, such as private credit and private equity, to company retirement ...

Consider segueing gradually into your retirement rather than a sudden jump. Moving away from work in stages can reduce portfolio withdrawals and help you maintain your sense of purpose and quality of ...

That provides pre-retirees and retirees with an opportune time to scale back equity exposure and plow the proceeds into safer ...

Six standardized, distribution‑ready CITs aim to reduce friction, broaden access, and modernize how retirement services are delivered Built on Morningstar’s managed accounts portfolio framework, the ...

Market performance tends to dominate the conversation about risks to a retirement plan. But spending shocks can also curb a retirement portfolio’s longevity. In Morningstar’s research, we examined the ...