Browsing Tag
research
33 posts
2024 MFS DC Plan Sponsor Survey: Building Better Outcomes
Explore the results of MFS' 2024 MFS DC Plan Sponsor Survey! The findings explore key topics such as plan sponsor confidence, retirement income, investment menus, and plan design. New this year, we introduce the MFS Workplace Retirement Readiness Indicator—our proprietary scoring framework designed to measure participant confidence based on a series of targeted responses.
April 9, 2025
Sports Betting Legalization a Big Loser for Retirement Balances
New study finds every dollar wagered translates into two dollars not invested in retirement accounts
September 4, 2024
How the 2024 Election Could Impact Elder Student Loan Debt
New research predicts Dems would continue to support student loan debt reforms aimed at boosting retirement readiness while GOP win would halt them
August 16, 2024
Military Households Possess Higher Assets, Retirement Confidence: EBRI
New Retirement Confidence Survey shows most military households faring better financially than non-military counterparts
July 23, 2024
7 Standout Facts from ‘Retirement Research Week’
So much retirement plan data was dropped this week we decided a summary was in order to put a spotlight on some of the more notable findings
June 28, 2024
Morningstar Launches Research Center to Improve U.S. Retirement System
It recruited high-profile researcher Jack VanDerhei as director of retirement studies
March 1, 2022
Mutual Fund Expense Ratios Continue Decades-Long Decline
What’s a fee; what’s an expense? Does a difference really matter? Thankfully, both are in decline, at least…
March 24, 2021
Massive Disparity in Certain Mutual Fund, ETF Flows
ETFs are way up, mutual funds way down. Long-term, open-end mutual funds are on track for their worst…
October 19, 2020
Use Science to Improve Fiduciary Judgment
Neuro-fiduciary is the science that seeks a better understanding of what it takes to be a great fiduciary.…
June 2, 2020
401k Investment Menu Design: Hope for the Best, Prepare for the Worst
Preparing for retirement is perhaps the most important financial planning exercise in which most Americans will ever engage.…
May 15, 2020