Created for the individual, harnessing the expertise of many and informed by global insight, State Street’s retirement solutions are informing a new retirement era.
Anchored in ongoing research and driven by more than 40 years1 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. We are proud to serve more than half of the Fortune 100 corporations.2
DC Plan Assets 3
Participants 4
Target Retirement AUM 3
New Choices, Big Decisions
This joint research with People’s Partnership, now in its fifth wave, aims to provide rich insights into the challenges of making financial decisions about retirement income by looking in depth at the lives and finances of our respondents and tracking them over time.
Target Date Funds
Unlocking the value of diversification by leveraging more precisely selected asset classes
Timewise Target Retirement Funds 2023 Annual Review – UK
Each year, the Defined Contribution Investment Group (DCIG) conducts a comprehensive review of its target retirement strategies.
2022 – The Retirement Prism: Seeing Now and Later
While the devastation of COVID-19 decelerated, employees contended with new challenges: inflation, Russia-Ukraine war impacts (including rising energy prices), and a changing relationship with work.
2022 – Pensions Policy Institute
How will future pensioners use guaranteed income products? Sponsored by State Street
2021 - New Choices, Big Decisions – 5 Years On
Five years on from the introduction of Pension Freedoms, new research by The People’s Pension and State Street Global Advisors has shown that mature savers are sleepwalking into retirement