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Retirement Insights
 

Targeting Retirement Success

Understanding Target Date Funds and Member Preferences

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  • 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.

    <p>2024 DC Retirement at a Glance</p>
    Retirement at a Glance | Read
    November 15, 2024

    2024 DC Retirement at a Glance

    Stay up to date on capital markets and the retirement industry with our quick insights and information.

    <p>DC Pulse // 3Q 2024 in Review</p>
    DC Pulse | READ
    September 30, 2024

    DC Pulse // 3Q 2024 in Review

    Research, regulations, returns and trends in DC

    <p>Rethinking the Role of Fixed Income Along the Retirement Savings Journey (Canada)</p>
    Retirement Insight | READ
    June 7, 2024

    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.

    <p>Back to Reality: The Important Role of Active Management in Defined Contribution Plans</p>
    Retirement Insight | Read
    March 20, 2024

    Back to Reality: The Important Role of Active Management in Defined Contribution Plans

    In this paper, we address and challenge three common misperceptions that have led to the increased prevalence of passive investments in defined contribution plans.

    <p>How ESG fits into MFS LifePlan Funds</p>
    Retirement Insight | READ
    March 8, 2024

    How ESG fits into MFS LifePlan Funds

    Intensifying marketplace interest in environmental, social and governance (ESG) investing has brought a new dimension to the way plan members think about retirement funds.  In this paper we discuss the different approaches to incorporating ESG into target date funds, the power of engagement and key takeaways for plan sponsors.

  • 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 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.

<p>2024 DC Retirement at a Glance</p>
Retirement at a Glance | Read
November 15, 2024

2024 DC Retirement at a Glance

Stay up to date on capital markets and the retirement industry with our quick insights and information.

<p>DC Pulse // 3Q 2024 in Review</p>
DC Pulse | READ
September 30, 2024

DC Pulse // 3Q 2024 in Review

Research, regulations, returns and trends in DC

<p>Rethinking the Role of Fixed Income Along the Retirement Savings Journey (Canada)</p>
Retirement Insight | READ
June 7, 2024

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.

<p>Back to Reality: The Important Role of Active Management in Defined Contribution Plans</p>
Retirement Insight | Read
March 20, 2024

Back to Reality: The Important Role of Active Management in Defined Contribution Plans

In this paper, we address and challenge three common misperceptions that have led to the increased prevalence of passive investments in defined contribution plans.

<p>How ESG fits into MFS LifePlan Funds</p>
Retirement Insight | READ
March 8, 2024

How ESG fits into MFS LifePlan Funds

Intensifying marketplace interest in environmental, social and governance (ESG) investing has brought a new dimension to the way plan members think about retirement funds.  In this paper we discuss the different approaches to incorporating ESG into target date funds, the power of engagement and key takeaways for plan sponsors.

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.

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