Accumulation Is Essential

Retirement success doesn’t happen all at once. 
It’s built over time through steady saving, staying invested and leveraging compounding over time.

At MFS, we believe that while retirement is personal, accumulation is essential.
Because getting to retirement starts long before the finish line.

A strong accumulation strategy helps individuals build the savings they’ll need by focusing on consistency, discipline and staying the course through changing markets. Our goal is simple: help participants get to retirement.

With more than a century of experience allocating capital responsibly, MFS brings that long‑term perspective to every stage of the journey. Our target date strategies are built on a glidepath designed to evolve with participants’ needs, while our active strategies play a meaningful role across core plan menus.

Accumulation and decumulation work together, but it all starts with saving enough and staying the course.

That’s why accumulation isn’t optional.
Accumulation is essential.

 

 

 

FOR INSTITUTIONAL AND INVESTMENT PROFESSIONAL USE ONLY.

Distributed by: U.S. – MFS Institutional Advisors, Inc. (“MFSI”), MFS Investment Management and MFS Fund Distributors, Inc., Member SIPIC, Boston, MA. Canada – MFS Investment Management Canada Limited.

Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. MFS® does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. No forecasts can be guaranteed.

 

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