Retirement Solutions for People, Plans and Policy

Our Philosophy

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 Leadership

David R Ireland, CFA

Brendan Curran, CFA

Head of U.S. Investment Strategy, DC

Melissa Kahn, Esq.

Retirement Public Policy Strategist

Denise R Sisk

Head of Independent Fiduciary Team

Gregory Porteous

Head of DC Intermediary Strategy

Peter Kooken

Head of Marketing

Danielle Gladstone

Head of Participant Engagement

Independent Fiduciary Services

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, 2021, 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 December 31, 2020.

3State Street Global Advisors (SSGA), Fortune 500 Ranking, 2020.

4State Street Global Advisors, DC business established in 1981.