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Retirement Insights
Retirement Insights
DC Pulse13 minDC Pulse // 3Q 2025 in Review
October 16, 2025Research, regulations, returns and trends in DC
Retirement at a Glance4 min2025 DC Retirement at a Glance
October 3, 2025Stay up to date on capital markets and the retirement industry with our quick insights and information.
Retirement Insight9 minRevisiting the Core Menu in Defined Contribution Plans
August 6, 2025As defined contribution (DC) plans evolve, so too must the investment options that support participants on their retirement journeys. This paper explores the evolution and future trajectory of core menu design, emphasizing the importance of personalization and flexibility to meet participants' unique needs, offering actionable insights and considerations to help plan sponsors align their plan design with the principle that retirement is personal.Retirement Insight8 minTaxable Municipal Bonds May Hold the Key to Better LDI Portfolios
May 27, 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 Insight14 minRethinking the Role of Fixed Income Along the Retirement Savings Journey (Canada)
June 7, 2024In this paper we discuss the role of fixed income in target date funds, emphasizing the importance of aligning risk profiles with evolving member objectives throughout the retirement savings journey.
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Research Insights
Research Insights
Retirement Insight5 min2024 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 Insight5 min2024 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 Insight4 min2024 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 Insight4 min2024 MFS DC Plan Sponsor Survey
April 2, 2025Jeri Savage and Kristen Colvin break down three key themes from the MFS' 2024 MFS DC Plan Sponsor Survey and introduce a new proprietary confidence score indicator designed to measure plan sponsor confidence in participant retirement readiness.
Retirement Insights
DC Pulse // 3Q 2025 in Review
Research, regulations, returns and trends in DC
2025 DC Retirement at a Glance
Stay up to date on capital markets and the retirement industry with our quick insights and information.
Revisiting the Core Menu in Defined Contribution Plans
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.
Rethinking the Role of Fixed Income Along the Retirement Savings Journey (Canada)
In this paper we discuss the role of fixed income in target date funds, emphasizing the importance of aligning risk profiles with evolving member objectives throughout the retirement savings journey.