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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.

    Addressing Longevity Risk

    Our case study, co-authored by the University of California, explores how longevity and income intersect.

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    Retirement Income Ecosystem

    defined contribution

    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.

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    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.

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    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

    defined contribution

    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!

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