Retirement Insights
Retirement Outlook 2025
In this piece, we discuss key considerations for retirement plan sponsors in 2025, including where markets may be headed, participant expectations versus retirement realities, trends in regulation, legislation and litigation, the implications of living longer and the road forward for defined benefit plans.
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Retirement Insights
Retirement Insights
Retirement at a Glance2025 DC Retirement at a Glance
June 3, 2025Stay up to date on capital markets and the retirement industry with our quick insights and information.
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 InsightRetirement Plan Investment Vehicles: The Growing Use of CITs
March 4, 2025This 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 InsightRetirement Outlook 2025
February 24, 2025In this piece, we discuss key considerations for retirement plan sponsors in 2025, including where markets may be headed, participant expectations versus retirement realities, trends in regulation, legislation and litigation, the implications of living longer and the road forward for defined benefit plans.
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Research Insights
Research Insights
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
2025 DC Retirement at a Glance
Stay up to date on capital markets and the retirement industry with our quick insights and information.
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.
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.
Retirement Outlook 2025
In this piece, we discuss key considerations for retirement plan sponsors in 2025, including where markets may be headed, participant expectations versus retirement realities, trends in regulation, legislation and litigation, the implications of living longer and the road forward for defined benefit plans.