How United Technologies Revamped its 401(k) Plan
Plenty of employers offer 401(k) plans because it seems like a good idea. Maybe the competition does it. Maybe employees like them. Perhaps the boss wants one. United Technologies Corp., a global manufacturer that generated $57.7 billion in revenue in 2012, has bigger ambitions for its 401(k). As Kevin Hanney, the company’s director of defined […]
Paradigm Shift: Changing Demographics Bode Well for Stable Value
The stable value industry has benefitted from data showing that stable value funds historically have generated higher returns than their chief competitors, money market funds. It’s a good marketing pitch, and an especially potent one right now, as money market returns have hovered near zero percent for the past four years. But Michael Davis, head […]
Survey Offers Clues to Broader Adoption of Stable Value Funds
Stable value funds are a core component of the defined contribution plan marketplace. Addressing the 2013 SVIA Fall Forum, Robin Andrus, director of stable value marketing for Prudential Retirement, noted that stable value funds are offered by about half of all defined contribution plans, and represent about 20 percent of the total assets in those […]
Stable Times Volume 17 Issue 2
Download PDF The biannual publication of the Stable Value Investment Association that covers both industry concerns and association activities. Table of contents: Transforming Tomorrow: Awakening the Super Saver [PDF] Dodd Describes His Work on Signature Bill as Once-in-a-Lifetime Opportunity [PDF] Stable Value Seen Outperforming Other Fixed-Income Sectors in Rising Rate Environment [PDF] Stable Value: Challenges and Opportunities [PDF] The […]
Survey Shows Consistent Allocation to Stable Value Over 20 Quarters
The SVIA Stable Value Funds Quarterly Characteristics Survey just hit a milestone. The survey, which covers the synthetic portfolios of 23 stable value managers, now has 20 quarters under its belt. It was first run covering the fourth quarter of 2008 and now covers all the way to the third quarter of 2013. The survey […]
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 […]
