Stable value rising in popularity with DC plan sponsors
Stable value—the very name conjures up a picture of, well, stability. And that’s apparently working for defined contribution plan sponsors, who are increasingly regarding stable value as a more attractive capital preservation option for plan participants. Click here to read the full article.
Stable Value Could Replace Money Market in DC Plans
The vast majority (82%) of defined contribution (DC) plan sponsors who are familiar with the U.S. Securities and Exchange Commission’s (SEC) amendments to the rules governing money market funds (MMFs) feel that stable value is a more attractive capital preservation option for plan participants, according to MetLife’s 2015 Stable Value Study. Additionally, most stable value […]
What’s Important to Clients When Selecting Stable Value Funds
There has been some movement toward adding stable value to 401(k) plans in the past few years, especially among sponsors of smaller plans, according to the MetLife 2015 Stable Value Study. Today, among defined contribution (DC) plan sponsors who offer stable value, 88% report that they have been offering stable value for more than two […]
Stable value leads participant inflows for the third straight month
GIC/stable value funds led inflows ($139 million), followed by bond funds ($134 million) and money market funds ($64 million). Target-date funds led outflows for the month, losing $117 million. Company stock funds saw net outflows of $107 million, while large U.S. equity funds shed $80 million. Click here to read more.
September DC Participant Trading Looks Much Like August
GIC/stable value ($282 million), money market ($70 million) and bond funds ($52 million) saw the most inflows over the month. The most common classes for outflows were target-date funds (TDFs) ($166 million), large U.S. equity ($92 million) and company stock ($70 million). Target-date funds—unchanged from the previous month’s level, at $346 million—continued to receive the […]
Asset TV MASTERCLASS: Stable Value – October 2015
With recent volatility in the markets and the looming Fed hike, how are stable value plans affected? Watch as top experts discuss what investors can expect from this vehicle. Featuring: Warren Howe – National Sales Director of Stable Value Markets at MetLife Karl Tourville – Founding Managing Partner at Galliard Capital Management James J. King, […]
PANC 2015: Stable Value
Stable value accounts come in several types with varying structures and different nuances but all provide the same level of protection and guarantees, said Jeffrey Stein, vice president, senior research analyst at Morgan Stanley Wealth Management, speaking last Tuesday at the 2015 PLANADVISER National Conference in Orlando, Florida. “They guarantee principal plus accumulated interest while […]
Unpacking Stable Value Funds
Question: What are stable value funds? Are they like money market funds with higher yields? Answer: Stable value funds, whose availability is limited to defined-contribution plans, such as 401(k)s, 403(b)s, 457s, and also some 529 college-savings plans, aim to deliver income comparable to that of short- to intermediate-term bonds, with volatility over the long term […]
Stable Times Volume 19 Issue 1
Download PDF The biannual publication of the Stable Value Investment Association that covers both industry concerns and association activities. Table of contents: Stable Value’s Contribution to the American Dream Ron Suskind: U.S. Voters Face “Dynastic Dilemma” SVIA Survey Shows Wrap Capacity Continuing to Grow SVIA Steps Up Outreach Efforts Stable Value Regulatory Agenda Inches Forward […]
