A Guide to Stable Value Funds for Pension Plan Sponsors and Advisors
Download PDF Stable value investment options are one of the most common capital preservation options in defined contribution plans. This document provides on overview on the stable value asset class, helping to familiarize plan sponsors to the topic. It also includes a check-list outlining what pension plan administrators should be thinking about when considering whether […]
Why are stable value funds only offered in defined contribution plans?
Stable value is not available in mutual fund format or outside of defined contribution plans, which makes it all the more valuable to 401(k) plan participants. Why are stable value funds only offered in defined contribution plans? from SVIA on Vimeo and YouTube
When should an investor be most concerned about volatility and or loss?
Stable value is designed to be successful in all market environments. When should an investor be most concerned about volatility and or loss? from SVIA on Vimeo and YouTube
How risky are stable value funds compared to other conservative investments?
Stable value is typically compared to money market funds and short to intermediate term bond funds. In the past stable value has been shown to have higher returns than money market with similar risk, and returns on par with bond funds without the same risk to principal. How risky are stable value funds compared to […]
What are the risks associated with a stable value fund?
All investments have risks, however stable value works to minimize risk wherever possible. What are the risks associated with a stable value fund? from SVIA on Vimeo and YouTube
401(k) Plan Asset Allocation, Stable Value and Account Balances in 2013
By Gina Mitchell, SVIA EBRI/ICI’s 401(k) database continues to provide the most definitive look at 401(k) plans. Their latest report, “401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2013,” covered 26.4 million plan participants in 72,676 plans that held $1.912 trillion in assets. The comprehensive 2013 report covers half of all 401(k) participants, […]
Statistics: US Retirement Assets, DC Assets, and Stable Value
US Retirement Assets at $24.2 trillion, DC Assets at $6.3 trillion, Stable Value at $721 billion By Gina Mitchell, SVIA U.S. total retirement assets at the end of 3Q2014 rose to $24.2 trillion according to the Investment Company Institute. That’s almost a four percent increase from 4Q2013’s $23.3 trillion. ICI also found that the defined […]
Stable Value Expert Interviews: Why are you passionate about the stable value asset class?
Stable value has endured for many years, helping countless investors balance their need for principal preservation with steady, conservative growth. Why are you passionate about the stable value asset class? from SVIA on Vimeo and YouTube
Stable Value Expert Interviews: What is an easy way for a participant to spot a stable value fund?
A stable value fund may not always have “stable value” in the name or description. Look for these keywords to help you locate the stable value fund in your plan, or ask your plan sponsor. What is an easy way for a participant to spot a stable value fund? from SVIA on Vimeo and YouTube
