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The Evolution to IncomeWise℠

Welcome to the next generation of target date investing: one that builds on accumulation success while introducing a strategy for decumulation that delivers income flexibility and security. Welcome to IncomeWiseSM.


Retirement Income Ecosystem


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Retirement income raises complex issues and requires a complete solution. Listen to our webinar replay for expert insights addressing investment, public policy, fiduciary and participant experience angles.

Olivia S. Mitchell
Professor of Business Economics and Public Policy at the Wharton School of the Universiy of Pennsylvania


Melissa Kahn
Managing Director, Retirement Policy


Denise Sisk
Head of Independent Fiduciary Services


Danielle Gladstone
Head of Participant Engagement


Brendan Curran, CFA
Managing Director, Head of US Defined Contribution Investment Strategy


The New Reality of Retirement Spending


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.

Olivia S. Mitchell
Professor of Business Economics and Public Policy at the Wharton School of the Universiy of Pennsylvania


David Ireland, CFA
Senior Managing Director, Global Head of Defined Contribution


Brendan Curran, CFA
Managing Director, Head of US Defined Contribution Investment Strategy


Melissa Kahn
Managing Director, Retirement Policy


Reinventing Retirement Roadmap


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In mapping the journey ahead, we have developed a 5-point plan for sponsors: evaluate your plan and population, define success, collaborate, communicate and measure. Let's go!