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 Insight
11 min
What’s Old is New Again: Reopening Your Defined Benefit Plan Could Help Solve the Retirement Challenge
16 July 2025
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.
Expanding Horizons: The Case for Global Bonds in Liability-Driven Investing
14 May 2025
Global investment-grade bonds can potentially complement traditional liability-driven investment (LDI) strategies, bringing the potential for attractive risk-adjusted returns while still maintaining critical liability hedging characteristics.
The Decumulation Opportunity: Learnings For The UK From Around the Globe
14 January 2025
We believe there are lessons the UK can learn from other countries at different points in their retirement income journey. In this paper, we examine case studies from around the world, highlighting examples of best practices as well as areas of caution.
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.
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 Insight
11 min
What’s Old is New Again: Reopening Your Defined Benefit Plan Could Help Solve the Retirement Challenge
16 July 2025
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.
Expanding Horizons: The Case for Global Bonds in Liability-Driven Investing
14 May 2025
Global investment-grade bonds can potentially complement traditional liability-driven investment (LDI) strategies, bringing the potential for attractive risk-adjusted returns while still maintaining critical liability hedging characteristics.
The Decumulation Opportunity: Learnings For The UK From Around the Globe
14 January 2025
We believe there are lessons the UK can learn from other countries at different points in their retirement income journey. In this paper, we examine case studies from around the world, highlighting examples of best practices as well as areas of caution.
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.