THOUGHT LEADERSHIP ARCHIVE

Understanding the Drivers of Retirement Confidence

In this retirement insight, MFS shares the responses from U.S. participants in three sections: market event impacts, retirement confidence and the power of quality advice.

Navigating pension risk in today’s economic climate

A recent white paper from Principal® provides insights on how the current economic environment has impacted pension plan funding ratios and resulted in opportunities to consider new risk management strategies.

Integrating Benefits for Employees’ Overall Well-Being

“Beyond basic insurance coverage, employees want support for their holistic well-being, encompassing physical, mental and financial health, as well as promoting a healthy work-life balance,” says Rich Cordova, senior vice president of retirement services and practice leader at Marsh McLennan Agency. How can employers meet the needs of employees and attract and retain important staff?...

What Top Talent Really Wants

Hint: It comes down to more than just the size of the paycheck.

Exploiting Long-Term Inefficiencies in Today’s Credit Markets

We examine the shifting landscape across the US credit markets and how long-term active managers can try to exploit the market's short-term focus to add alpha. By Robert M. Almeida, Global Investment Strategist, Portfolio Manager and Henry Peabody, Fixed-Income Portfolio Manager

Considering COLI in a Tight Labor Market

Interview with David Mohr, Head of COLI Sales and Distribution at Massachusetts Mutual Life Insurance Company (MassMutual)

What’s Next for Retirement Income?

The retirement industry has always adapted to support the shifting financial complexities facing American workers. Recent events have put a spotlight on the need for additional retirement income support. While there may not be a universal solution for all employees, there are steps plan sponsors can take to give participants confidence in planning for a smooth transition into retirement.

How to Keep Participants Invested

It’s important to think about the effect volatility has on target-date funds.

Inflation: What can plan sponsors expect?

The Federal Reserve’s (Fed) new policy framework tolerates higher inflation to create a stronger, more inclusive economic foundation. While a post-pandemic spike may be temporary, many are concerned that continued inflation could become a longer-term problem, reaching higher levels than we’ve experienced in recent decades.

What Goes Into an ESG Rating? Deciphering the Differences in Third-Party ESG Ratings.

With the proliferation of ESG-themed funds, the number of third-party ESG ratings providers has grown, too. Yet lack of standardization for methodology can lead to a wide range of scores for the same company. Explore the basic methodology and what the differences could mean to investors.

Getting the Most Value From HSAs

Employees believe an HSA program benefit will ease their stress and improve their well-being.