Personalizing the DC Plan

Personalization over products

This Special Report, sponsored by MFS Investment Management, explores why personalization is emerging as the key driver of better retirement outcomes in defined contribution plans.

Drawing on insights from MFS's 2026 DC Plan Sponsor Survey and featuring Jeri Savage, Lead Retirement Strategist at MFS, it examines why plan sponsors are prioritizing personalized advice, participant engagement, and tailored plan design over the latest investment solutions.

Download the Special Report