Description
MFS sourced data across two different surveys, looking at US plan sponsors and global plan participants. The result: 166 Plan Sponsors across small (12%), mid (17%) and large (71%) plans representing over $125 billion and over 1.1 million participants, supported by the insights of 1,035 U.S. participants and 4,050 total participants globally. Our goal is to share insights with plan sponsors, consultants, and advisors so they can make informed decisions and provide solutions that may lead to better outcomes for participants.
Learning Objectives
Retirement insights
a. Explore what sponsors primarily in the US are thinking across a variety of key topics
b. Compare those findings to global participant views to see where there is alignment
c. Understand how confident sponsors are in their participants’ retirement readiness and what retirement might look like for them
d. Discuss the retirement income landscape and actions plan sponsors may be planning.
e. Understand the possible need to reassess investment strategies given some misconceptions that participants have around the options available to them
f. Uncover the opportunities plan sponsors have in 2025 through our proprietary assessment of their overall DC plan confidence