The National Association of Plan Advisors is joined by Chris Weirath, Head of Client Success with Morningstar Retirement.

We discuss what real support looks like for plan advisors at every step of the retirement journey. We’ll do it by defining support and what it really means, and of course, the role that personalization plays. 

When plan advisors hear the word “support,” what do they usually picture, and how does Morningstar retirement think about it differently? Weirath explains

©2026 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.