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    The Evolution to IncomeWise℠

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    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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    The Ultimate Balancing Act

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    When it comes to employer-sponsored retirement income solutions, striking the balance between individual circumstances and institutional solutions is critical. Listen to our webinar replay for data-driven insights from EBRI and Boston College’s Center for Retirement Research on finding equilibrium.

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    Lori Lucas, CFA
    President and CEO
    Employee Benefit Research Institute (EBRI)

    Gal Wettstein
    Senior Research Economist
    Center for Retirement Research at Boston College

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

    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.

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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

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    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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    View More Information About Our Firm: FINRA's BrokerCheck

     

    Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-800-997-7327, download a prospectus or summary prospectus now, or talk to your financial advisor. Read it carefully before investing.

     

    Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. The SSGA ® Funds pay State Street Bank and Trust Company for its services and custodian, transfer agent and shareholder servicing agent and pays SSGA Funds Management, Inc. for investment advisory services.

     

    THIS SITE IS INTENDED FOR QUALIFIED INVESTORS ONLY.

     

    No Offer/Local Restrictions

     

    Nothing contained in or on the Site should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction. SSGA Intermediary Business offers a number of products and services designed specifically for various categories of investors. Not all products will be available to all investors. The information provided on the Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. 

     

    All persons and entities accessing the Site do so on their own initiative and are responsible for compliance with applicable local laws and regulations. The Site is not directed to any person in any jurisdiction where the publication or availability of the Site is prohibited, by reason of that person's nationality, residence or otherwise. Persons under these restrictions must not access the Site.

     

    Information for Non-U.S. Investors: 

     

    The products and services described on this web site are intended to be made available only to persons in the United States, and the information on this web site is only for such persons. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

     

    4233515.2.2.AM.INST

     

    Exp. 9/30/2023


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