We invented the mutual fund

In 1924, MFS established America’s first mutual fund – Massachusetts Investors Trust.  In 2002, Forbes magazine named Massachusetts Investors Trust one of the 85 innovations that changed the world, noting that the trust was a “business breakthrough that changed our lives in a profound way.” No other mutual fund manager can match MFS’ history and longevity.

MFS is a premier global asset manager with investment offices in Boston, London, Mexico City, Singapore, Sydney, and Tokyo.  Today, MFS offers a broad range of mutual funds, separate accounts, and retirement planning products. MFS portfolios are also available as investment options in defined contribution, pension, variable annuity platforms, and 529 plans. All the firm’s products are sold exclusively through financial intermediaries.

We have experience and are a
trusted investment management leader

Partnering with MFS and our Defined Contribution Investments (DCI) team gives you access to a full complement of investment vehicles and value-added services designed to provide your clients with thoughtful, tailored retirement plan options.

By combining our investment management expertise with a proven ability to support retirement plan platforms and advisors, we can help meet your clients’ retirement plan needs with confidence. While many investment mangers claim to deliver the support advisors need, MFS knows exactly what it takes to support you and we are committed to providing the information, tools, and extensive resources you need.

Source: Brightwork Partners LLC – Defined Contribution Consultants Survey, 4th quarter 2008. Sway Research - 2008 DC Gatekeeper Survey.

We employ a consistent approach

• Research-driven process:  Our proprietary method of evaluating securities is continuous and looks to identify high-quality investment opportunities in every major asset class around the world.
• Global vision:  We have global analysts in six worldwide offices, tracking securities in more than 80 countries.
• Disciplined choice:  We offer investors a diverse range of funds that are style consistent and carefully overseen to manage risk at the security and portfolio level.

Our Value-added programs

Advanced (k), a new program to help you demonstrate your business model to plan sponsors, build relationships and retain retirement plan clients.

This program features timely retirement plan market data, trend analysis, and resources for advisors to:

• Objectively compare fees and services utilizing an in-depth fee  database and worksheets;
• Develop and implement relationship plans with sponsors using specific templates;
• Manage and enhance client relationships with program elements focused on conducting plan assessments, maximizing retention value and goal planning.

Milestone Marketing, provides age-based opportunities to help you drive retirement income conversations with clients in their 50s, 60s, and 70s.

This age-based opportunities program can help you identify and address key retirement planning issues through the decades and  provides you with:

• milestone opportunities on retirement planning topics, such as catch-up contributions, early retirement withdrawal options, and tax-efficient draw-down ideas;
• conversation starters to help you connect easily with clients and prospects;
• support material to help you execute your plans and talk knowledgeably to clients about retirement income planning.

News and commentary

To help you stay current on our view on market trends, we have included our weekly review of financial markets and our chief investment strategist commentary.

• MFS’ Week in Review (weekly update of financial markets)
• MFS’ Chief Investment Strategist Corner
  (Monthly commentary update from MFS’ Jim Swanson)
• MFS introduces Advanced (k) for Retirement Platforms
  and Advisors
• TPA Locator Service