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Retirement Insights
- Institutions & Consultants
- Insights
- Retirement Insights
Retirement Insights
As an active investment manager, MFS is dedicated to delivering timely and valuable insights and tools to investment professionals on a range of fundamental retirement topics. Whether the subject is the dynamics of target date funds, ESG integration factors or the intricacies of the ever changing macro and regulatory environment, we aim to empower you with the insights you may need to help your clients and employees make well informed retirement decisions.
Retirement at a Glance | READSeptember 17, 20242024 DC Retirement at a Glance
Stay up to date on capital markets and the retirement industry with our quick insights and information.
Retirement Insight | READAugust 9, 2024The Retirement Income Dilemma
Retirement income is top of mind for many plan sponsors these days. In this paper, explore what MFS is solving for and what have we have learned so far.
DC Pulse | READJune 30, 2024DC Pulse // 2Q 2024 in Review
Research, regulations, returns and trends in DC
Retirement Insight | ReadFebruary 29, 2024Retirement Plan Investment Vehicles: The Growing Use of CITs
This paper discusses investment vehicle selection in DC plans with particular focus on the growing use of collective investment trusts (CITs) and highlights some of the important decisions plan sponsors should consider when implementing a CIT.
Retirement Insight | ReadJanuary 19, 20242024 Retirement Outlook
In this piece, we discuss key considerations for retirement plan sponsors in 2024, including where markets may be headed, how sponsors can address declining retirement confidence, trends in regulation, legislation and litigation, and the road forward for defined benefit plans.
Retirement Insight | READSeptember 14, 2023What’s Old is New Again: Reopening Your Defined Benefit Plan Could Help Solve the Retirement Challenge
We propose that now might be the time for plan sponsors who have closed or frozen their DB plans to give these plans a fresh look.
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Research Insights
Research Insights
The Road to Better Outcomes. Annually, MFS gathers global insights from 4,000+ defined contribution retirement plan members in the US, Canada, the UK and Australia to understand their retirement concerns and challenges. Explore our latest findings with insights on retirement confidence, target date funds, ESG and much more.
Retirement Insight | READMay 1, 20242023 MFS DC Plan Sponsor Survey
Explore the results of MFS' 2023 MFS DC Plan Sponsor Survey! This study gathered sponsor perspectives on retirement confidence, managing investment lineups in uncertain markets, retirement income and their views on an array of legislative issues and litigation concerns.
Retirement Insight | READOctober 23, 2023Understanding the Drivers of Retirement Confidence
Explore the results of MFS' 2023 MFS Global Retirement Survey! In this retirement insight we share the responses from US participants on market event impacts, retirement confidence and the power of quality advice.
Retirement Insight | WatchOctober 11, 2023Road to Better Outcomes: Survey Highlights | Transcript
MFS’ retirement specialists Jeri Savage and Jonathan Barry, highlight the new findings from our fourth annual Global Retirement Survey, which polled 4,000 participants from the US, Canada, UK and Australia.
- Institutions & Consultants
- Insights
- Retirement Insights
Retirement Insights
As an active investment manager, MFS is dedicated to delivering timely and valuable insights and tools to investment professionals on a range of fundamental retirement topics. Whether the subject is the dynamics of target date funds, ESG integration factors or the intricacies of the ever changing macro and regulatory environment, we aim to empower you with the insights you may need to help your clients and employees make well informed retirement decisions.
2024 DC Retirement at a Glance
Stay up to date on capital markets and the retirement industry with our quick insights and information.
The Retirement Income Dilemma
Retirement income is top of mind for many plan sponsors these days. In this paper, explore what MFS is solving for and what have we have learned so far.
DC Pulse // 2Q 2024 in Review
Research, regulations, returns and trends in DC
Retirement Plan Investment Vehicles: The Growing Use of CITs
This paper discusses investment vehicle selection in DC plans with particular focus on the growing use of collective investment trusts (CITs) and highlights some of the important decisions plan sponsors should consider when implementing a CIT.
2024 Retirement Outlook
In this piece, we discuss key considerations for retirement plan sponsors in 2024, including where markets may be headed, how sponsors can address declining retirement confidence, trends in regulation, legislation and litigation, and the road forward for defined benefit plans.
What’s Old is New Again: Reopening Your Defined Benefit Plan Could Help Solve the Retirement Challenge
We propose that now might be the time for plan sponsors who have closed or frozen their DB plans to give these plans a fresh look.
Research Insights
The Road to Better Outcomes. Annually, MFS gathers global insights from 4,000+ defined contribution retirement plan members in the US, Canada, the UK and Australia to understand their retirement concerns and challenges. Explore our latest findings with insights on retirement confidence, target date funds, ESG and much more.
2023 MFS DC Plan Sponsor Survey
Explore the results of MFS' 2023 MFS DC Plan Sponsor Survey! This study gathered sponsor perspectives on retirement confidence, managing investment lineups in uncertain markets, retirement income and their views on an array of legislative issues and litigation concerns.
Understanding the Drivers of Retirement Confidence
Explore the results of MFS' 2023 MFS Global Retirement Survey! In this retirement insight we share the responses from US participants on market event impacts, retirement confidence and the power of quality advice.