Retirement Insight
A Roadmap for the Retirement Income Dilemma
While the retirement income discussion is mostly around products, we believe the conversation should focus on plan design.
Our active investment platform — backed by a century of experience — uncovers opportunities to help millions of people and institutions build secure futures.
For 100 years, we've asked "what if?" in the best interests of our clients. |
Rely on our retirement insights and market perspectives to develop solutions to plan sponsor challenges.
Explore the results of the latest MFS Global Retirement Survey. In this report we share responses from participants on market event impacts, retirement confidence and the power of quality advice.
2Q: What are your top 3 financial concerns or worries regarding retirement? Percentages represent the sum of respondents that chose each statement as a top 3 concern.
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MFS Mutual Funds: Built to lead in times of change
Explore funds that can help keep your clients moving forward
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2023 MFS Global Retirement Survey, US Results. Methodology: Dynata, an independent third-party research provider, conducted a study among 1,000 Defined Contribution (DC) plan participants in the US on behalf of MFS. MFS was not identified as the sponsor of the study. To qualify, DC plan participants had to be ages 18+, employed at least part-time, actively contributing to a 401(k), 403(b), 457, or 401(a). Data weighted to mirror the age gender distribution of the workforce. The survey was fielded between March 22 and April 6, 2023.