Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio.

Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group ...

The collective investment trust series is supported by funds from eight asset managers. Morningstar Retirement, part of Morningstar Inc., and Alta Trust Co. announced today the launch of the ...

Private funds may improve investors’ retirement outcomes—albeit modestly, according to preliminary results from a Morningstar Investment Management study. While increases in retirement outcomes are ...

A new Morningstar analysis suggests that adding semiliquid private market funds to defined-contribution retirement plans may offer incremental improvements to retirement outcomes, particularly for ...

Morningstar, a financial services firm and a trusted name in retirement planning, offers guidance that differs from the famous 4% withdrawal rule. We looked at research on that strategy to see how it ...

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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 ...