Invesco Strategist Sees Continued Slow Growth, Low Rates in the U.S.

The Federal Reserve may have just ended its massive quantitative easing program aimed at keeping interest rates low, but don’t expect rates to spike significantly higher as a result, says Rob Waldner, chief strategist and head of multi-sector for Invesco Fixed Income. Opening the second day of the 2014 SVIA Fall Forum on October 14, […]

Making Retirement Savings Last

Helping Americans convert their retirement savings to income after they stop working is the new frontier in retirement planning, and the federal government wants to play a role. Among those searching for solutions is J. Mark Iwry, senior advisor to the secretary of the Treasury and deputy assistant secretary, tax policy, for retirement and health […]

Living with Target-Date Funds

Over the past decade, target-date funds have grown to account for about 20 percent of the assets in defined contribution plans. By some estimates, that figure could double by 2018. That makes figuring out how to thrive alongside target-date funds one of the most important challenges facing the stable value industry. It also was the […]

Stable Times Volume 18 Issue 2

Download PDF The biannual publication of the Stable Value Investment Association that covers both industry concerns and association activities. Table of contents: As Market Stabilizes, Stable Value Industry Looks to Growth [PDF] Millennials and Stable Value: Made for Each Other? [PDF] Dodd-Frank Remains Work in Progress [PDF] Collision Course: Social Security and a Slow-Growing Economy [PDF] An Appraisal: ERISA at […]

As Market Stabilizes,  Stable Value Industry Looks to Growth

With the turmoil of the 2008 financial crisis largely in the past, the stable value industry is turning its focus to growth. The latest SVIA survey of 22 stable value managers shows that from the end of 2012 through the first half of  stable value assets held fairly steady. In total, stable value funds now […]

Stable Value – The Safe Investment Choice in Your 401k Plan

Many of you have an investment option available in your 401k plan that you have never considered using – but you should. It goes by many names: Stable Value, Fixed Income Fund, GIC (Guaranteed Investment Contract), Capital Preservation Fund, Principal Protection Fund, Fixed Interest Fund, Guaranteed Fund, Stable Interest Fund.  All of these types of […]

Money Market Fund Rule Amendments: Implications and Options

Download PDF The Securities and Exchange Commission (SEC) recently voted to approve changes to Rule 2a-7 and other provisions of the Investment Company Act of 1940 that govern money market funds. These changes present a prime opportunity to review principal preservation options to ensure they are providing participants the optimum balance of safety of principal, […]

Stable Value vs. Fixed Income: There is a Difference

Morgan Stanley Plan Perspectives If you invest in a money market fund outside of your 401(k) plan, you’ve no doubt noticed that your returns have been negligible over the past several years. In fact, money market fund yields continue to be at record lows, providing investors with returns that average 0.1 – 0.2% Read the full article here