In this episode, Carolyne and Rahim welcome Jeri Savage and Nick DeLisi from MFS Investment Management Canada to discuss their insights on retirement planning based on results of recent surveys that check in with plan members, plan sponsors and advisors.
The conversation highlights the importance of understanding generational differences in retirement expectations and the impact of competing financial priorities on retirement readiness. Jeri and Nick emphasize the need for personalized guidance and education to help members navigate their retirement planning effectively.
The discussion also reveals surprising trends, including the persistent misunderstandings surrounding target date funds. The guests share actionable takeaways for employers and advisors, stressing the importance of aligning strategies to improve member outcomes.
What You Will Learn:
- Why confidence in retirement readiness is declining in some generations.
- Members misunderstandings associated with target date funds.
- The increasing demand for personalized guidance in retirement planning.
- The alignment of concerns between plan members and sponsors.
- Education and communication are key to improving retirement outcomes.
On this Episode:
- Carolyne Eagan, Benefits Alliance
- Rahim Peera, Penmore
- Jeri Savage, MFS Investment Management Canada
- Nick DeLisi, MFS Investment Management Canada
Related Resources
- MFS Global Retirement (Plan Member) Survey, Canadian Results
- MFS Global Retirement Survey, Global Summary
- MFS Retirement Plan Advisor (US) Survey Results
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