Retirement Income
At State Street, we’re committed to the road ahead — and to mapping a route that balances retirees’ financial flexibility and security.
The Evolution to IncomeWise℠
The next generation of target date investing builds on accumulation success while introducing a drawdown strategy that delivers income flexibility and security.
3:44 mins
Addressing the Longevity Risk
The Ultimate Balancing Act
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
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.
58:55 mins
The New Reality of Retirement Spending
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
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.
15:12 mins
Retirement Income Ecosystem
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
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.
58:53 mins