Retirement Solutions for People, Plans and Policy

2019 Global Retirement Report

Exploring retirement realities around the world reveals a formula for happiness, with different applications for employers and employees. 


Target Date Funds

Unlocking the value of diversification by leveraging more precisely selected asset classes.


DC Investment Options    

Leveraging a full range of institutional capabilities to enhance retirement outcomes.


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.

 


AUM

$508.3B

DC Plan Assets 1


Clients

22M

Participants 2


Experience

38+Yrs

Managing DC Plan Assets 4


Target Date Assets 1

$87B


Fortune

100

Proudly serving more than half of these top-tier corporations 3



Latest Thinking

Evolving a Glidepath for What’s Next

In 2020, our target date vintages will evolve to reflect the demographic shifts in the workplace.

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glidepath

Furthering Financial Literacy & Wellness Through Policy

Employees’ lagging financial literacy and wellness weigh heavily on employers. Here, we review active legislation that we believe will help support financial literacy and foster employees’ sense of wellness.

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Financial Wellness Doesn’t Have to Be So Hard

EBRI’s 2019 Employer Financial Wellbeing Survey treads familiar territory: firms that invest in financial wellness have the opportunity to do good and well. Our article offers practical tips to make it easy.

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financial wellness

DC Leadership

David Ireland

Global Head, Defined Contribution

Brendan Curran

Head of US Defined Contribution Investment Strategy

Melissa Kahn

Retirement Public Policy Strategist

Gregory Porteous

Head of DC Intermediary Strategy

Kate Pitts

Head of Participant Engagement

Denise Sisk

Head of Independent Fiduciary Team


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.

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Footnotes

1Assets under management reported above are as of September 30, 2019, 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 March 31, 2019.

3State Street Global Advisors (SSGA), Fortune 500 Ranking, 2018.

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