SVIA Fall Forum Fast Approaching
There has been an incredible response to this year’s Fall Forum and we have the agenda to match. Aside from our excellent panels, we’ll also be featuring the following keynote speakers: Stig Nybo, President, Pension Sales and Distribution, Transamerica Retirement Solutions and co-author of Transform Tomorrow, will discuss how we can move beyond the retirement […]
Stable Value Bond Funds Provide Smooth Sailing
Most bond mutual funds sank in June. For the month, intermediate-term bond mutual funds lost 2.1%, according to Morningstar. Rising interest rates caused the red ink. When rates climb, bonds tend to decline. But millions of fixed-income investors in 401(k) plans avoided the pain by holding stable value funds. These funds reported steady gains throughout […]
14th Annual Transamerica Retirement Survey
Transamerica Center for Retirement Studies has recently released its 14th Annual Transamerica Retirement Survey of more than 3,650 full‐ and part‐time workers, which found that retirement confidence is on the rise in 2013 amid signs of economic recovery. Fifty‐five percent of workers are “somewhat” or “very confident” about retirement, representing an increase from 51 percent […]
How America Saves
Interested in defined contribution retirement plan trends? Vanguard recently published their annual “How America Saves” which provides data on plan designs, participant activity, allocations and investment returns for 2012 and retrospectively. Accompanying the numbers are Vanguard’s observations and conclusions on changes and trends. How America Saves 2013 is a report issued by Vanguard which covers […]
Protect your 401(k) from rising rates
By: Ray Martin – CBS News Moneywatch It’s been a good year for stocks, but for bonds the story is not so good. Click here for the full article
Think twice about dropping bond funds
If you’re worried about the bond funds in your retirement savings, take a deep breath and think twice before following the crowd. Also, consider a stable value fund. Click here for the full article
529 Plans – Ready Market for Stable Value
By Randy Myers NOTE: Correction at end of article They have different funding goals, of course, but in many other respects 529 college savings plans are a lot like 401(k) retirement savings plans—with at least one notable difference. While stable value funds can be found in a high percentage of 401(k) plans, they are only […]
Stable Times Volume 17 Issue 1
Download PDF The biannual publication of the Stable Value Investment Association that covers both industry concerns and association activities. Table of contents: Stable Value Assets Continue to Grow in 2012 [PDF] Fiscal Concerns: Goldman Sachs Asset Management Offers an Update [PDF] US Interest Rates: What We Should Expect [PDF] 529 Plans: Ready Market for Stable Value [PDF] […]
US Interest Rates – What We Should Expect
By Randy Myers The financial markets appear to be getting it right. As the Federal Reserve continues to pursue an extraordinarily expansive monetary policy, it is hard to know where interest rates are, where they should be, or how quickly and dramatically they might change once the Fed finally begins to shift to a […]
