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Aron Szapiro

Aron Szapiro is head of retirement studies and public policy for Morningstar.

More From Aron Szapiro

The Department of Labor's new rules will go into effect later than planned, but the momentum toward offering holistic advice is inescapable, writes Morningstar's Aron Szapiro.
Aron Szapiro

Budget-scoring rules could mean that tax reform is likely to include incentives or mandates toward post-tax contributions, writes Morningstar's Director of Policy Research Aron Szapiro.
Aron Szapiro

Pension plan participants are giving up their lifetime benefits to take lump sums. Why?
Aron Szapiro

More About Aron Szapiro

Aron Szapiro is head of retirement studies and public policy for Morningstar. Szapiro is responsible for developing research reports on policy matters, coordinating official responses to regulatory proposals, and providing investor-focused comments on policy issues to clients and the press. He also chairs Morningstar’s Public Policy Council. Szapiro also heads the Morningstar Center for Retirement Studies. His research has been covered in The New York Times, The Wall Street Journal, The Washington Post, The Journal of Retirement, and on National Public Radio.

Before assuming his current role in June 2021, he served as Morningstar’s head of policy research and as policy and finance expert at HelloWallet, a former subsidiary of Morningstar. Previously, he was a senior analyst at the U.S. Government Accountability Office (GAO), specializing in retirement security issues and pension plan policy. He also worked at the New Jersey General Assembly Majority Office.

Szapiro holds a bachelor’s degree in history from Grinnell College and a master’s in public policy from Johns Hopkins University.

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