Bond Fund Alternatives Can Help Protect You From Rising Rates
In some ways, stable value funds, which invest in guaranteed short term insurance contracts or short term bonds with an insurance “wrapper,” offer the best of both worlds. Click here to read the full article
Stable Value Funds Demystified: Why a Book Value Guarantee Matters
A stable value contract provides a 401(k) plan and its participants with a unique feature not offered by other conservative investment options such as money market funds. Click here to read the full article
SVIA’s Ninth Spring Seminar Now Open for Registration
Register today for SVIA’s Ninth Spring Seminar: Making Retirement Income Security Work. SVIA’s Ninth Spring Seminar on April 27-29, 2014 at the Four Seasons Troon North in Scottsdale, Arizona will look at the challenges facing defined contribution plans and stable value funds in ensuring a financially sound retirement. For more information, head over to the […]
How to protect your retirement savings from rising interest rates
Now that the Federal Reserve has announced it will start reducing its bond buying program by $10 billion per month, the impact is being felt in the financial markets. Click here to read the full article
Bond Q&A: stable-value funds; short-term value drops
“Principal preservation is the primary goal” of a stable-value fund, says Kelli Hueler, president of Hueler Cos. Click here to read the full article
5 money-saving New Year’s resolutions
Click here to read the full article
Stable Value: Challenges and Opportunities
By almost any objective measure, the stable value industry is doing well. From 2000 through 2012, assets in stable value funds increased significantly to an all-time high of $701 billion.[1] This represents about 14 percent of the $5.1 trillion of assets in defined contribution plans at the end of that period. Stable value wrap capacity, […]
Stable Value Seen Outperforming Other Fixed-Income Sectors in Rising Rate Environment
Rising interest rates are generally bad for fixed-income investments, but perhaps not as bad for stable value funds as for some other short-term sectors of the bond market. Researchers at New York Life Investment Management recently looked at how six different asset classes have performed in the past during periods of steadily rising interest rates […]
The Big Picture: Trends in Defined Contribution Plans
Investors in 401(k) plans may not be saving enough for retirement, on average, but they’re saving more than headline numbers would suggest. In a wide-ranging panel discussion at the 2013 SVIA Fall Forum, Elizabeth Heffernan, vice president of investment product management at Fidelity Investments, said the average account balance in plans for which Fidelity provides […]
