-
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 Glance2025 DC Retirement at a Glance
June 12, 2025Stay up to date on capital markets and the retirement industry with our quick insights and information.
Retirement InsightRethinking the Role of Fixed Income Along the Retirement Savings Journey (Canada)
June 10, 2025In this paper we discuss the role of fixed income in target date funds, emphasizing the importance of aligning risk profiles with evolving member objectives throughout the retirement savings journey.
DC PulseDC Pulse // 1Q 2025 in Review
May 30, 2025Research, regulations, returns and trends in DC
Retirement InsightTaxable Municipal Bonds May Hold the Key to Better LDI Portfolios
May 28, 2025With deeper representation across the long duration spectrum, lower historical default rates and higher yields relative to comparable quality corporate bonds, taxable municipal bonds can complement and potentially enhance LDI portfolios.
Retirement InsightSequence of Returns Risk: Is Your Retirement Nest Egg Prepared?
July 5, 2024In this paper we discuss the concept of sequence risk, why it’s most pronounced in the later stages of the retirement journey, why the degree and nature of risk aren’t the same for all target-date fund lineups and how to manage it.
-
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 Insight2024 MFS DC Plan Sponsor Survey: Investment Menu and Plan Design Changes
April 15, 2025Jeri Savage and Kristen Colvin discuss key survey findings on QDIAs, capital preservation options and investment menu changes, highlighting trends shaping DC plan design.Retirement Insight2024 MFS DC Plan Sponsor Survey: Retirement Income
April 15, 2025Retirement Income - what's the solution? Jeri Savage and Kristen Colvin explore how plan sponsors are thinking about in-plan retirement income solutions and what steps they’re taking to support participant’s long-term financial security.Retirement Insight2024 MFS DC Plan Sponsor Survey: Sponsor Confidence
April 14, 2025How confident are plan sponsors in their participants' retirement readiness? Jeri Savage and Kristen Colvin dive into the survey findings, revealing sponsor priorities, to concerns, and what’s keeping them up at night.
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.
2025 DC Retirement at a Glance
Stay up to date on capital markets and the retirement industry with our quick insights and information.
Rethinking the Role of Fixed Income Along the Retirement Savings Journey (Canada)
In this paper we discuss the role of fixed income in target date funds, emphasizing the importance of aligning risk profiles with evolving member objectives throughout the retirement savings journey.
DC Pulse // 1Q 2025 in Review
Research, regulations, returns and trends in DC
Taxable Municipal Bonds May Hold the Key to Better LDI Portfolios
With deeper representation across the long duration spectrum, lower historical default rates and higher yields relative to comparable quality corporate bonds, taxable municipal bonds can complement and potentially enhance LDI portfolios.
Sequence of Returns Risk: Is Your Retirement Nest Egg Prepared?
In this paper we discuss the concept of sequence risk, why it’s most pronounced in the later stages of the retirement journey, why the degree and nature of risk aren’t the same for all target-date fund lineups and how to manage it.
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.