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Advisor Managed Accounts

Incorporate your asset allocation and fund-selection capabilities into Morningstar Retirement’s managed accounts offering to provide tailored portfolio advice.

An illustration showing Advisor Managed Accounts interfaces, including an upload module of document manager and a graph of a breakdown of participant portfolios.

Take care of plan participants’ retirement strategies beyond just their investments. Advisor Managed Accounts helps make it easier to deliver personalized strategies in a prudent, scalable, and efficient manner.

Wide Investment Selection

Deliver your plan-specific portfolio advice through Morningstar Retirement’s managed accounts service. This allows you to provide personalized recommendations to participants who may otherwise not have access to it.

Morningstar Retirement Technology

Our participant user interface is the same as the latest version of Morningstar Retirement Manager, which incorporates our design thinking and behavioral research to help participants reach their goals.

Managed Accounts Expertise

Leverage Morningstar Retirement’s more than 20 years of experience delivering digital advice through managed accounts.

Continuous Support

Strengthen your relationships and attract new clients with the support of our nationwide sales team. You may also qualify for training sessions, finals presentations, and annual plan reviews.

Explore Our Advice

Help prepare participants for retirement by offering an extensive range of advice.

Retirement Advice

Contribution Rate

Based on an individual’s personal factors, such as salary and retirement savings goal, Advisor Managed Accounts can recommend how much to save from each paycheck to reach that goal.

Retirement Advice

Investments

In coordination with your plan-specific portfolio advice, our platform develops a personalized retirement lineup depending on a mix of an individual’s personal and financial information.

Retirement Advice

Retirement Age

Keeping an individual’s retirement goals and other financial information in mind, Advisor Managed Accounts can create an appropriate retirement age recommendation.

Retirement Advice

Social Security

Advisor Managed Accounts provides personalized retirement advice on when to take Social Security—often a major factor in a participant’s retirement strategy.

Retirement Advice

Non-Employer Sponsored Accounts

A participant can input any outside account information they have earmarked for retirement. This personal information helps inform the strategy we create.

Retirement Advice

Retirement Income

If made available by a plan, our platform can provide personalized retirement advice on annuities or guaranteed lifetime income products.

Advisor Managed Accounts Features

Advisor Managed Accounts contains a wide array of capabilities to help provide participants with a holistic, personalized retirement strategy.

An illustration showing an interactive user interface in Advisor Managed Accounts.

Interactive User Interface

The online platform helps participants generate their strategy. Participants input some personal information online, and the service takes care of the rest.

An illustration showing a personalized retirement advice interface in Advisor Managed Accounts.

Income Secure

The service can help generate a personalized spend-down plan using participants’ unique financial and personal factors.

An illustration showing a progress report interface in Advisor Managed Accounts.

Ongoing Management

Support participants with professional ongoing management of their retirement accounts by you, the adviser, and Morningstar Retirement.

An illustration showing a reporting portal interface in Advisor Managed Accounts.

User-Friendly Reporting Portal

Streamline your workflow with our reporting portal, a place where you can submit your plan’s model portfolios, generate reporting on participant outcomes, and update compliance documentation.

Insights

Research
05 min

The Morningstar Center for Retirement & Policy Studies

Research
17 min

Annuities Unveiled: A Guide on Annuities

Research
47 min

The Impact of Managed Accounts on Participant Savings and Investment Decisions

Blog
03 min

Debunking Five Myths About Managed Accounts

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©2024 Morningstar Investment Management LLC. All rights reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Retirement offers research- and technology-driven products and services to individuals, workplace retirement plans, and other industry players. Associated advisory services are provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.

Advisor Managed Accounts is intended for citizens or legal residents of the United States or its territories. The portfolio assignment and investment advice delivered through Advisor Managed Accounts is provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. Investment advice is based on information provided and limited to the investment options available in the participants' defined contribution plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time. Other investment advice delivered through Advisor Managed Accounts is provided by an unaffiliated investment adviser.

All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. There is no guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.