Hear Olivia S. Mitchell, Professor at the Wharton School of the University of Pennsylvania and members of State Street’s Defined Contribution leadership team discuss plan sponsor perspectives, policy angles and academic insights surrounding annuitized retirement income.
Important Risk Information: The information contained in this podcast is for educational purposes only and should not be considered investment advice. The views expressed in this material are the views of David Ireland, Brendan Curran, Melissa Kahn and Olivia S. Mitchell through the period ended May 31, 2020, and are subject to change based on market and other conditions. This podcast contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. This podcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities.
The views and opinions expressed by the speakers are their own as of the date of the recording and do not necessarily represent the views of State Street or its affiliates. Any such views are subject to change at any time based on market or other conditions and State Street disclaims any responsibility to update such views. These views should not be relied on as investment advice. Neither State Street nor the speakers can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Please consult your tax or financial advisor for additional information concerning your specific situation. This podcast cannot be used for commercial purposes, and should be only used in the United States, as restrictions exist with some products and services marketed globally.
Annuities, including qualified longevity annuity contracts or “QLACs,” are subject to the claims-paying ability of the issuing insurance company; it is possible that the issuing company may not be able to honor the annuity payments. The annuity is not provided by or guaranteed by State Street or any of its affiliates, including State Street Global Advisors. QLAC purchases are subject to regulatory limitations.
Investing involves risk including the risk of loss of principal.
The whole or any part of this work may not be reproduced, copied or transmitted, or any of its contents disclosed to third parties without State Street Global Advisors’ express written consent.
© 2021 State Street Corporation. All Rights Reserved.
State Street Global Advisors Worldwide Entities
AdTrax ID: 3467766.4.1.AM.INST
Exp Date 02/29/2024