The Morningstar Center for Retirement & Policy Studies
2024 Research Annual Review
FEATURED RESEARCH
The Impact of the Saver's Match on Retirement Wealth
Spencer Look and Jack VanDerhei, Center for Retirement & Policy Studies
WHITE PAPER
Private Equity and Private-Market Funds in Managed Defined-Contribution Plans
Does private equity have a place in retirement accounts?
Hal Ratner, Morningstar Retirement
FEATURED RESEARCH
2025 Retirement Plan Landscape Report
An in-depth look at the trends and forces reshaping U.S. retirement plans
Lia Mitchell, Morningstar, Inc.
FEATURED RESEARCH
Evaluating Retirement Plan Lifetime Income Solutions
Spencer Look, Center for Retirement & Policy Studies
FEATURED RESEARCH
Beyond the Retirement Crisis Headlines:
Why Employer-Sponsored Plans Are the Key to Retirement Adequacy for Today's Workers
Spencer Look and Jack VanDerhei, Center for Retirement & Policy Studies
WHITE PAPER
How Large are Racial and Gender Disparities in 401(k) Account Balances and What is Causing Them:
Initial Findings from the Collaborative for Equitable Retirement Savings
Jack VanDerhei, Center for Retirement & Policy Studies