Exploring retirement realities around the world reveals a formula for happiness, with different applications for employers and employees.
Unlocking the value of diversification by leveraging more precisely selected asset classes.
Leveraging a full range of institutional capabilities to enhance retirement outcomes.
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.
DC Plan Assets 1
Managing DC Plan Assets 4
Proudly serving more than half of these top-tier corporations 3
Addressing Longevity Risk
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.
State Street’s Open Letter to Congress: The Time is Now
The SECURE Act passed unanimously in the House in May, but has since stalled in the Senate. With Congress back in session, the time to act is now.
Five Ways to Refresh Participants’ Retirement Outlook
Open enrollment season is a time when Plan Sponsors have the chance to re-evaluate what’s working for employees. Here, we outline five strategies that could drive better outcomes.
Global Head, Defined Contribution
Head of US Defined Contribution Investment Strategy
Retirement Public Policy Strategist
Head of DC Intermediary Strategy
Head of Participant Engagement
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 September 30, 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.