Browsing Tag
State Street Global Advisors
15 posts
State Street Embeds Annuity in New Target Date Series
State Street, Global Trust Company and Annexus Retirement Solutions launch “innovative, low-cost” TDF Series to answer participant demand for lifetime income
One Generation Doesn’t Think Much of Financial Advisors
Yet nine in ten respondents overall say they value their financial advisors’ knowledge and guidance
BlackRock, State Street Named Investment Managers for Colorado Auto-IRA Program
Colorado SecureSavings set to launch a pilot program in October before full statewide implementation in January 2023
Inflation be Damned, One Generation Sticking with 401k Contributions More than Others
While curbing discretionary spending as a result of inflation, new State Street research finds far fewer Gen Xers are cutting retirement savings rates than Millennials or Boomers
Annexus, State Street Partner on TDF with Embedded Income Solution
Financial firms team up to launch target date fund embedding an in-plan income solution benefiting all parties in the DC value chain
401k Participant Views on Communication, TDFs and Lifetime Income
State Street’s latest DC Participant Survey provides insight on what’s still the best way to reach participants, TDF use and growing interest in retirement income resources
Does ESG-Based Proxy Voting Matter? Just Ask ExxonMobil
Whether they realize it or not, retirement plan participants invested with BlackRock (and possibly Vanguard, State Street and…
TAPO Kathleen Kelly Adds Insight to Case Study of $2B Lenovo 401(k) Plan
Here at 401(k) Specialist, we’re proud of all our Top Advisor by Participant Outcomes (TAPO) honorees over the…
What SECURE Act’s Annuity, Open MEP Provisions Mean for Advisors
Big changes are coming to 401(k) plans in 2020 thanks to last week’s whirlwind passage of the SECURE…
Top Drivers of ESG Adoption
Does ESG get the returns? Do participants sacrifice performance in order to “invest in their values?” Questions at…