Tag: Morningstar

The firm expects about 20% of funds to see changes in their ratings, most of which will be downgrades, as...

A Schlichter Bogard-led complaint alleges that providers pushed participants into retirement advice that led to TIAA annuity investments.

Understanding the average age of participants and how employees are allocated in their investments are some factors plan sponsors should...

Implementing the Saver’s Match may benefit plan sponsors in multiple ways, finds the Collaborative for Equitable Retirement Savings.

Morningstar policy brief analyzes the impact of the Department of Labor Retirement Security Rule. 

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

Nationwide, Morningstar team up on adviser-managed accounts; OneAmerica launches active TDF series of CITs; Cullen brings first income-generating ETF to...

Ali Khawar, of the Employee Benefit Security Administration, indicated that the agency may be set to finalize amendments to the...

According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined...

Nuveen collaborates with Morningstar to offer TIAA annuity; Savvy Wealth announces proprietary investment management program; Max Life launches Smart Wealth...

Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches...

Morningstar argued that the DOL proposal would lower fees for smaller plans, while ACLI argued it would reduce access to...

Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use...