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 […]
Shields Says Income Inequality Could Be “Sleeper Issue” of 2016 Election
There are plenty of issues that could define the 2016 presidential election. Republicans and Democrats could still be fighting about taxes and spending, foreign policy, and even healthcare. But nationally known columnist and political commentator Mark Shields says that income equality could be the issue that determines who will occupy the White House next. According […]
Evaluating Fiduciary Risks
Over the past decade, the retirement plan industry has been subject to a wave of litigation under the Employee Retirement Income Security Act. Allegations have included breaches of fiduciary duty in connection with excessive fees for both investment management and record-keeping services. In a presentation at the 2013 SVIA Fall Forum, Jeremy Blumenfeld, a partner […]
Stable Value Roundtable
What’s happening in the stable value market? Seven experts from diverse sectors of the industry brought participants at the 2013 SVIA Fall Forum up to speed during a lively roundtable discussion in Washington, D.C. Among the highlights: Wrap diversification: A preference for having multiple wrap contract providers for a stable value fund still persists among […]
Building an Optimal Investment Lineup for a Defined Contribution Plan
Are you a plan sponsor or consultant looking to create a great investment lineup for a defined contribution plan? David Blanchett, head of retirement research for Morningstar Investment Management, offers this advice: Don’t start with a goal of building the best lineup possible. Instead, start with your end point in mind: building the lineup that […]
Reviewing your 401K ahead of retirement
The Minneapolis-based NBC affiliate Kare11 recently featured an advisor from Morgan Stanley with advice on reviewing your 401(k) prior to retirement. Check out the video below or head over to their website to read the article.
Assessing Stable Value After 2008
Download PDF Stable value has evolved significantly since the 2008 financial crisis. Investment guidelines are tighter, adding further protections to the asset class and making it more resistant to future market dislocations. Broader restrictions on transfers to competing funds are reducing the likelihood that short-term interest-rate arbitrage will harm long-term investors. Slightly higher fees reflect […]
Job Opening: Senior Analyst at Lincoln Financial
Download PDF Lincoln Financial is looking for a Senior Analyst in Retirement Sales Support. This position will be a key contributor to product manufacturing, management and positioning of stable value products. See attached PDF for more details. Visit jobs.lincolnfinancial.com and reference 13-2007 to apply.
SVIA Releases Synthetic Investment Contracts Basics
Download PDF The Stable Value Investment Association is pleased to announce the release of Synthetic Investment Contracts Basics. Synthetic Investment Contracts Basics explains the synthetic GIC structure, provides an overview of bonds, and answers frequently asked questions about synthetic GICs. Basics demystifies for plan participants the 40% of stable value invested in synthetic GICs that […]
