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

Moody’s Fires a Shot Across the Bow of U.S. Treasuries by Considering Downgrade

On September 11, 2012 Moody’s provided an update on the outlook for the US Government’s credit rating. In this update, Moody’s stated that budget negotiations in 2013 will likely determine the direction of the US government’s current Aaa rating, with negative outlook. The scale of any potential downgrade seems to be limited, as Moody’s indicated it would probably expect to lower the rating to […]

Prudential Economist Sees Continued Strong Case for Bonds

Just a year and a half ago, investors were worried about what a rising interest-rate environment would do to bond portfolios. After all, interest rates were already at extraordinarily low levels in many sectors of the fixed-income market, and it seemed that rates had nowhere to go but up. Rising interest rates, of course, translate into falling […]

Portrait of a Plan Participant

In the wake of recent regulations, plan participants are soon to be provided with more information than ever regarding their defined contribution plans. In the lead up to fee compliance, issues such as getting the information out to participants and ensuring that they know how to access it have been considered. However, the matter of what plan participants will do with the fee […]

SVIA Files Supplemental Comments on Stable Value Contract Study

On November 1, 2012, SVIA filed written comments with the Commodity Futures Trading Commission (CFTC) and the Securities and Exchange Commission (SEC). The Commissions reopened their original August 25, 2011, request for information that covered 29 questions on October 2, 2012. The Commissions reopened the request for information since the earlier comments did not have the benefit […]