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Retirement Insights
- Investment Professional
- Insights
- 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 Insight | ReadFebruary 29, 2024Retirement 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 at a Glance | READFebruary 21, 20242024 DC Retirement at a Glance
Monthly retirement insights
Retirement Insight | ReadJanuary 19, 20242024 Retirement Outlook
In this piece, we discuss key considerations for retirement plan sponsors in 2024, including where markets may be headed, how sponsors can address declining retirement confidence, trends in regulation, legislation and litigation, and the road forward for defined benefit plans.
Retirement Insight | READOctober 24, 2023The Retirement Income Dilemma
Retirement income is top of mind for many plan sponsors these days. In this paper, explore what MFS is solving for and what have we have learned so far.
Retirement Insight | READSeptember 14, 2023What’s Old is New Again: Reopening Your Defined Benefit Plan Could Help Solve the Retirement Challenge
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.
Retirement Insight | READAugust 28, 2023Revisiting the Role of Fixed Income Along the Retirement Savings Journey
From Theory to Practice
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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 Insight | READOctober 23, 2023Understanding the Drivers of Retirement Confidence
Explore the results of MFS' 2023 MFS Global Retirement Survey! In this retirement insight we share the responses from US participants on market event impacts, retirement confidence and the power of quality advice.
Retirement Insight | WatchOctober 11, 2023Road to Better Outcomes: Survey Highlights | Transcript
MFS’ retirement specialists Jeri Savage and Jonathan Barry, highlight the new findings from our fourth annual Global Retirement Survey, which polled 4,000 participants from the US, Canada, UK and Australia.
- Investment Professional
- Insights
- 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 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.
2024 DC Retirement at a Glance
Monthly retirement insights
2024 Retirement Outlook
In this piece, we discuss key considerations for retirement plan sponsors in 2024, including where markets may be headed, how sponsors can address declining retirement confidence, trends in regulation, legislation and litigation, and the road forward for defined benefit plans.
The Retirement Income Dilemma
Retirement income is top of mind for many plan sponsors these days. In this paper, explore what MFS is solving for and what have we have learned so far.
What’s Old is New Again: Reopening Your Defined Benefit Plan Could Help Solve the Retirement Challenge
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.
Revisiting the Role of Fixed Income Along the Retirement Savings Journey
From Theory to Practice
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.
Understanding the Drivers of Retirement Confidence
Explore the results of MFS' 2023 MFS Global Retirement Survey! In this retirement insight we share the responses from US participants on market event impacts, retirement confidence and the power of quality advice.