Users are given customized information on their holdings in company stock, an educational article with striking graphics, and the capability to select a sell-off rate that will gradually reduce their company stock weighting to an acceptable level. ClearFuture SM retirement advice program is provided by Morningstar Associates, LLC, a registered investment adviser and a wholly owned subsidiary of Chicago-based Morningstar, Inc., an independent provider of reliable, unbiased investment information and analytical tools. Morningstar Inc.'s extensive line of Internet, software, and print services offers news, data, and analysis on stocks, mutual funds, closed-end funds, and variable annuities. Neither Morningstar Inc., nor Morningstar Associates, LLC, owns and operates, or holds any interest in investment products. Although the data are gathered from reliable sources, neither Morningstar, Inc. nor Morningstar Associates, LLC guarantees their accuracy, completeness, or timeliness.
Past performance is no guarantee of future performance.
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