Anchored in ongoing research and driven by more than 30 years of defined contribution (DC) investment, public policy, and behavioral insights, State Street takes an integrated approach to addressing the challenges surrounding retirement readiness. We serve relationships that span the retirement industry, including leading defined contribution plan sponsors, consultants, advisors and recordkeepers.
Created for the individual, harnessing the expertise of many and informed by global insight, State Street’s retirement solutions are bringing new ideas to a new retirement era.
Sponsored and co-authored by the Regents of the University of California, this paper highlights the looming liability of outliving one’s retirement savings and offers a lifetime income solution.
Priority provisions in the SECURE Act could give way to an age of clarity when it comes to retirement. Here we focus on financial literacy as a function of lifetime income disclosures.
The SECURE Act passed in the House of Representatives in May 2019 with overwhelming bipartisan support. Should the Senate follow suit, what will it mean for participants and plans?
Global Head, Defined Contribution
Head of US Defined Contribution Investment Strategy
Head of Intermediary Strategy
Retirement Public Policy Strategist
Head of Participant Engagement
Head of US Defined Contribution Marketing
Head of Independent Fiduciary Team
In addition to delivering plan design, investment management, participant education and policy advocacy, our team offers Independent Fiduciary Services for employee benefit plans, including services for employer stock funds in both DC and defined benefit plans and pension risk transfer transactions.
1Assets under management reported above are as of March 31, 2019 and are unaudited. Denominated in U.S. Dollars.
2Estimate based on State Street Global Advisors, Brightscope, and S&P Global Market Intelligence Money Market Directories (MMD) data as of March 31, 2019.
3State Street Global Advisors (SSGA), Fortune 500 Ranking, 2018.
4State Street Global Advisors, DC business established in 1981.