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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        Defined Contribution Insights The power to transform retirement outcomes

        At State Street Investment Management, we’re committed to partnering with advisors to achieve better retirement outcomes. From building a diversified core menu to navigating the regulatory environment, getting there starts here.

        Read more on how we’re shaping the future of retirement.

        Our Growth Target Date Philosophy

        Emphasizing longevity risk for plans that necessitate a higher risk profile through an off the shelf target date fund.

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        Could mutual funds regain footing with the dual-share class structure?

        Dual-share class offerings could benefit defined contribution participants by expanding investment choice, helping reignite mutual fund growth in retirement offerings.

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        Survey: Private market assets in retirement plans

        Our latest research on private market assets in DC plans explores how the Executive Order sparked new interest—and how perceptions among plan sponsors and retirement savers are evolving.

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        Serving up retirement security

        A guide for plan sponsors to easily identify and classify retirement income solutions, providing a framework for making decisions confidently.

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        Helping you solve for what lies ahead

        More than numbers, these stats are proof that starting here means starting strong.

        AUM $1.2T

        Global DC Plan Assets 1

        Clients 33M

        Participants 2

        Target Date Assets $294B

        Target Retirement AUM 3

        Insights

        View all defined contribution insights

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        The Morning Chat

        State Street brings you The Morning Chat, where experts provide insights on the topics important to you.

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        Defining Collective Investment Trusts (CITs)

        CITs are pooled investment vehicles offered to certain qualified retirement plans and managed collectively in accordance with a common investment strategy.

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        ETF Education

        What is an ETF? How are ETFs created and traded? How can you use ETFs in a portfolio? Learn more in our ETF Education Hub, covering everything you need to know.

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        Product guides

        Defined Contribution investment options

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

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        Mutual fund product guide

        From index to active strategies, single to multi-asset funds, see how our lineup stacks up.

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        DC leadership team

        Justin Wilson

        Justin Wilson

        Senior Retirement Director

        Mobile: 857-272-9847
        Email: Justin_Wilson@statestreet.com

        Read Full Bio
        Vincent Fogarty

        Vincent Fogarty

        Account Executive

        Mobile: 718-759-2659
        Email: Vincent_Fogarty@statestreet.com

        Read Full Bio
        Caroline Naylon

        Caroline Naylon

        Account Executive

        Mobile: 929-567-5977
        Email: Caroline_Naylon@statestreet.com

        Read Full Bio
        Sam Josiah II

        Sam Josiah II

        Internal Retirement Director

        Mobile: 929-567-5750
        Email: Sam_JosiahII@statestreet.com

        Read Full Bio
        Edward B Mcnally

        Edward B Mcnally

        Managing Director

        Mobile: 929-567-5927
        Email: Ned_Mcnally@statestreet.com

        Read Full Bio
        Lauren Top

        Lauren Top

        Senior Retirement Director

        Mobile: 404-263-9352
        Email: Lauren_Top@statestreet.com

        Read Full Bio
        Brad Winthrop

        Brad Winthrop

        Internal Retirement Director

        Mobile: 929-567-6167
        Email: Brad_Winthrop@statestreet.com

        Read Full Bio

        Learn more about Defined Contribution at State Street Investment Management.

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