2026 MFS DC Plan Sponsor Survey

Hi, I’m Jeri Savage, Lead Retirement Strategist at MFS.

At a time when plan sponsors are being asked to do more than ever to help improve retirement outcomes, we’re excited to share the results of our third annual DC Plan Sponsor Survey: Building Better Outcomes.

This survey is one of three annual DC studies we conduct to capture perspectives across the full defined contribution ecosystem — the participant, the advisor, and the plan sponsor.

Now in its third year, our Plan Sponsor Survey reflects insights from US defined contribution plans of all sizes, representing more than $400 billion in retirement assets and nearly one million participants.

This year’s findings center on three key themes.

First, plan sponsor confidence. Confidence is improving, but the results show there’s still work to be done to help participants feel truly prepared for retirement.

Second, innovation. Sponsors recognize the potential role of new investment options, yet we continue to see a disconnect between the discussion of private assets and actual interest in adopting them in DC plans.

And third, the DC investment menu. Target date funds continue to dominate, reinforcing their central role in plan design and long‑term retirement outcomes.

To explore the full findings — and what they could mean for your plan — visit mfs.com.

 

 

The views expressed in this presentation are those of MFS, and are subject to change at any time. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any MFS investment product. No forecasts can be guaranteed. Past performance is no guarantee of future results.

Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries.

Distributed by: U.S. – MFS Institutional Advisors, Inc. ("MFSI"), MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Canada – MFS Investment Management Canada Limited.

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