Press Release

Morningstar Retirement joins the Retirement Advisor Council

Issued by Retirement Advisor Council

Jan. 2, 2024

East Windsor, CT – We are pleased to announce that Morningstar Retirement, a group within Morningstar Investment Management LLC that is a subsidiary of investing insights firm Morningstar, Inc., has joined the Retirement Advisor Council as an Associate Member.

Morningstar Retirement is a leading provider of services designed to empower investors through an extensive line of products and offerings for the retirement industry. It will be represented by Nathan Voris, Head of Channel Strategy at Morningstar Investment Management LLC..

“We are pleased to be joining the Retirement Advisor Council as an Associate Member. Our mission is to make retirement a reality, and membership in the Council allows us to share in that commitment with other equally motivated industry players to advocate for a better retirement system. We are excited about the opportunity to work with the Retirement Advisor Council membership to advocate for successful retirement plan outcomes for sponsors and retirement plan participants,” says Voris.

About Morningstar Retirement

Our parent company, Morningstar, Inc., was founded on the simple idea that when people have good investment information, they can make better choices that help them achieve their financial goals. As part of Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. and a registered investment adviser, our advocacy for individual investor extends to the workplace retirement market where the responsibility for investing and saving now rests with employees. Our products and services—which range from a managed accounts service to target-date products to custom models and fiduciary services—are not only designed to help people save for the retirement they want, but to help them make their money last once they get there. For more information, visit https://www.morningstar.com/business/brands/retirement

About The Retirement Advisor Council

Formed in 2009, the Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions, and practice management.  The Council accomplishes this mission by:

• Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
• Sharing professional standards with plan sponsors who are responsible for the success of their plans.
• Providing collective thought capital to decision makers, product providers, legislators, and the public.
• Giving voice to the retirement plan advisor community
• Offering tools to evaluate advisors to ensure the quality of services provided.

Find out more about the Retirement Advisor Council at www.retirementadavisor.us

Retirement Advisor Council is a brand of EACH Enterprise, LLC. 

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