Exploring retirement realities around the world reveals a formula for happiness, with different applications for employers and employees.
Unlocking the value of diversification by leveraging more precisely selected asset classes.
Leveraging a full range of institutional capabilities to enhance retirement outcomes.
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.
DC Plan Assets 1
Managing DC Plan Assets 4
Proudly serving more than half of these top-tier corporations 3
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.
EBRI Insights on Financial Wellness in the Workplace
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.
Global Head, Defined Contribution
Head of US Defined Contribution Investment Strategy
Retirement Public Policy Strategist
Head of DC Intermediary Strategy
Head of Participant Engagement
Head of Independent Fiduciary Team
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.
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.