Create Financial Wellness Programs
What can employers do to prepare employees to find enough money to fund their retirement plans? We are helping both large and small companies design financial wellness programs tailored to the needs of their populations, while providing employees with custom financial guidance.
Offer Retirement Income Solutions
Savvy employers recognize that retirement income solutions not only round out a competitive employee benefits package, but also help give your retirees a way to convert their accounts into regular income. We apply our patented research on a lifetime approach to investment planning and our knowledge of annuities to help you design retirement income solutions to meet your employees’ needs.
Meet Regulatory Requirements
We work with plan sponsors to better understand regulatory safe harbors and stay ahead of changes in the marketplace. We can act as a fiduciary and monitor or direct diversified plan options to maintain ERISA compliance and help minimize risk. We also manage plan data and provide administrative support, including developing plan documents, summary plan descriptions, and other compliant employee communications. We have experience serving a range of plan types, including corporate 401(k) and defined-benefit plans, as well as public, union, and government pensions.
Improve Retirement Readiness
We help employers develop retirement benefit strategies designed to better prepare employees to reach their retirement income goals. We’ll also help you meet your fiduciary responsibilities. Today, it’s critical to have a retirement plan at the center of an attractive benefits package to draw and retain talent. We make it simple for you to offer highly personalized solutions for employees at every stage of their careers.
Morningstar Retirement Solutions
Morningstar® Retirement Manager is an advice and managed accounts service that provides fiduciary support to plan sponsors by helping plan participants manage their employer-sponsored retirement accounts over a lifetime.More
We design fully custom, investor-friendly target-date solutions tailored to your plan participants’ needs by bringing together our decades of asset allocation expertise with your plan’s unique demographics.More
HelloWallet helps employees make the most of their paycheck and benefits while helping employers meet the needs of their workforce.More
Other Retirement Offerings
Schedule a conversation
Subscribe to our Quarterly Target-Date Report
Why Human Capital Matters to Retirement Plan ParticipantsWe explain why both vocation and location should have an impact on the design of a custom target-date solution. Download paper
An Employers’ Guide to Employee EngagementSign up to receive our behavioral scientist Dr. Stephen Wendel’s tips about creating an engaging environment. More...
The Retirement Breach in Defined Contribution PlansSign up to receive a study of why participants withdraw money prematurely from their retirement accounts. More...
View our infographic: The Power of Budgeting
Learn how we help Retirement Plan Providers
Investment Management LLC is a registered investment advisor and subsidiary of