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THINK LONG TERM

SHORT-TERM VIEWS CAN IMPACT
LONG-TERM RETIREMENT GOALS

 

OVERVIEW

Judging from the responses in our first-quarter 2014 MFSI DC Pulse survey, many participants in employer-sponsored retirement plans remain focused on short-term needs at the expense of long-term goals. In fact, from 2005 to 2012, average retirement contributions fell while the average amount borrowed from these plans increased.2

Using retirement accounts for short-term needs such as debt repayments or annual vacations can sabotage long-term goals. Together, we can provide plan sponsors with information that can help them encourage participants to lengthen their perspectives, save more and feel confident in the investment choices they make.

Advisors, click here to contact our dedicated specialist, or call 1.800.637.8730. Institutional plans and consultants, click here.

Defined Contribution Investments

Peter Delaney, CFA
Director
+1 617-954-4781
pdelaney@mfs.com

Jonathan Hubbard, CFA
Director
+1 617-954-4643
jhubbard@mfs.com

Kristen Colvin, CAIA
Director
+1 617-954-4404
kcolvin@mfs.com

Defined Contribution Investments

Peter Delaney, CFA
Director
+1 617-954-4781
pdelaney@mfs.com

Jonathan Hubbard, CFA
Director
+1 617-954-4643
jhubbard@mfs.com

Kristen Colvin, CAIA
Director
+1 617-954-4404
kcolvin@mfs.com

Defined Contribution Investments

Peter Delaney, CFA
Director
+1 617-954-4781
pdelaney@mfs.com

Jonathan Hubbard, CFA
Director
+1 617-954-4643
jhubbard@mfs.com

Kristen Colvin, CAIA
Director
+1 617-954-4404
kcolvin@mfs.com

Defined Contribution Investments

Peter Delaney, CFA
Director
+1 617-954-4781
pdelaney@mfs.com

Jonathan Hubbard, CFA
Director
+1 617-954-4643
jhubbard@mfs.com

Kristen Colvin, CAIA
Director
+1 617-954-4404
kcolvin@mfs.com

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