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

SVIA Quarterly Survey in Stable Times

SVIA’s Quarterly Characteristics Survey demonstrates the virtues of stable value: consistent positive returns, principal preservation as well as having the lowest correlation to stocks as compared to other investments, which means stable value can act as a diversifier. For the third quarter of 2012, stable value fund assets included in the survey were $445 billion, […]

SVIA Elects Four Board Members

While not nearly as controversial as the national elections, the SVIA Board of Directors election held in October 2012 featured incumbents both retaining and losing seats, and the unanimous approval of a plan sponsor running unopposed. The field of candidates was especially strong this year with seven highly qualified candidates, three of them incumbents, running for only […]

SVIA-LIMRA Stable Value Sales and Assets Survey in Stable Times

The SVIA-LIMRA Stable Value Sales and Assets Survey demonstrates the durability of stable value funds. The biannual Sales and Assets survey differs from other Association surveys, not only because it is conducted in partnership with LIMRA, but also because of the survey respondents. Most SVIA surveys focus on stable value managers. The Sales and Assets Survey respondents are the bank and insurance company issuers […]

Insiders Assess Stable Value Issues

Stable value “insiders” are a diverse lot. Among others, they include stable value asset managers and contract issuers, banks and insurance companies, retirement plan sponsors and retirement plan consultants. All share the same overarching goal of providing consistently positive returns for retirement plan participants, yet each views the asset class from a slightly different perspective. In a […]