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The Evolution to IncomeWiseSM
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.
Reinventing Retirement Roadmap
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!
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
Journey Management
Blazing a Trail to Retirement Income
During an April 2020 Pensions & Investments webinar, we spoke to three plan sponsors on the forefront of retirement income. From fostering investment committee engagement to spurring collaborative infrastructural change to educating and energizing participants, these sponsors offer actionable insights.