Passage of the SECURE Act marks a new era for retirement income, easing plan sponsor liabilities and opening participant access to meaningful decumulation solutions. At State Street, we are committed to the road ahead – and to mapping a route that balances retirees’ financial flexibility and security.
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
Target Date Assets $115B
Proudly serving more than half of these top-tier corporations 3
A New Leadership Era: Institutional Meets Individual
Our 2020 Global Retirement Reality Report research found that despite the relative financial security of our sample, everyone was strained by a year of upheaval. Employers who rose to the occasion bypassed the public’s heightened mistrust of government and media and are signaling the dawn of a new leadership era.
Current conditions may be cloudy for workers without access to a workplace-sponsored retirement savings plans. But the forecast for a brighter future will be made possible by the innovation and inclusion of policy makers and industry leaders like State Street who are advocating for effective change.
Plan sponsors and the advisors who serve them should consider the unique needs of those closest to retirement – namely longevity risk. The core investment menu, where most older savers are invested, is a critical place to start addressing retiree-relevant risks.
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.
Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-800-997-7327, download a prospectus or summary prospectus now, or talk to your financial advisor. Read it carefully before investing.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SSGA Funds.
THIS SITE IS INTENDED FOR U.S. INVESTORS ONLY.
No Offer/Local Restrictions
Nothing contained in or on the Site should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction. SSGA Intermediary Business offers a number of products and services designed specifically for various categories of investors. Not all products will be available to all investors. The information provided on the Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.
All persons and entities accessing the Site do so on their own initiative and are responsible for compliance with applicable local laws and regulations. The Site is not directed to any person in any jurisdiction where the publication or availability of the Site is prohibited, by reason of that person's nationality, residence or otherwise. Persons under these restrictions must not access the Site.
Information for Non-U.S. Investors:
The products and services described on this web site are intended to be made available only to persons in the United States, and the information on this web site is only for such persons. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.