Research, regulations, returns and trends in DC

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

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.

In this piece, we discuss key considerations for retirement plan sponsors in 2025, including where markets may be headed, participant expectations versus retirement realities, trends in regulation, legislation and litigation, the implications of living longer and the road forward for defined benefit plans.

MFS has a long history of integrating ESG factors, along with other material factors, into our investment process and portfolios. This paper explores how we seek to engage with companies and ensure they are managed for long-term value creation.