Negotiating Risk for Stable Value Options

Dwight Asset Management has recently released a paper on stable value risk management which details five aspects of stable value risk and considerations on how they can be effectively managed. Download the PDF

MetLife’s 2013 Stable Value Study

MetLife has recently released their 2013 Stable Value Study, a study of Defined Contribution plan sponsors and stable value fund providers that gauges perceptions of, and insights into, the current stable value product landscape. Check out the study here

Stable Value: 401(k) Anchor

Bankrate’s blog recently released an article covering a new Prudential whitepaper, and had this to say: “If you’re one of the many who has your 401(k) retirement fund invested in a stable value fund, a white paper produced by Prudential Financial shows that you are probably doing some smart retirement planning.” Check out the article […]

Stable Value: Is There Really a Problem?

Stable value has been in the news far more than the facts warrant, and not for the reason that deserves highlighting: stable value continues to deliver returns far superior to other options that qualify as a defined contribution plan’s “safe option.” Download the PDF

A 401(k) Defense Against Rising Rates

Stable value accounts can be a smart option for the most conservative slice of a 401(k) portfolio, especially in the current interest-rate environment. Check out the article here

Highlights from AARP’s “Boomers and the Great Recession: Struggling to Recover”

A recent AARP report focuses on the major challenges that baby boomers, those aged 50 and older, face from the Great Recession. As the title portends “Boomers and the Great Recession: Struggling to Recover,” the report documents how boomers were affected and coped with the challenges of the market meltdown in 2007 and the subsequent Great Recession, which they say ended in October of […]

Apples to Apples

Participant fee disclosure rules published by the Department of Labor (DOL) went into effect in 2012, presenting new reporting challenges for the defined contribution industry, including stable value. The key purpose of the new disclosure is to achieve greater transparency and more meaningful comparisons of investment options in participant-directed retirement plans. This article highlights some of the key investment-related disclosures required by the Employee […]

The Fiscal Cliff: Where Politics and Economics Meet

Maybe we haven’t seen anything yet. Sure, Washington has been filled with partisan bickering for the past few years, but as the republic prepares to sail over a fiscal cliff it seems likely that the debate and rhetoric in our nation’s capital will be characterized by a heightened sense of urgency and increased vitriol. “There’s always a chance that we […]