Stable Times Volume 22 Issue 2
Download PDF The biannual publication of the Stable Value Investment Association that covers both industry concerns and association activities. Table of contents: Stable Value Industry Has Diverse Views on Opportunity Presented by Target-Date Funds How America Saves: The Unending Quest to Improve Retirement Savings Habits Employers Advised to Brace for the Next Wave: Generation Z […]
Most Plaintiffs’ Lawsuits Are Found in Favor of Stable Value
Class action lawsuits involving stable value funds appears to have slowed, and for most defendants is beginning to look more like a minor dust up. The plaintiffs’ bar began filing lawsuits against retirement plans starting in 2006, typically alleging that the plans were paying excessive fees to service providers to the detriment of plan participants. […]
New Tool Helps Advisors Compare, Choose and Monitor Stable Value Funds
A few clicks on a computer mouse can take institutional investors to almost any information they want about a publicly traded stock, mutual fund or exchange traded fund. It’s never been that way with most stable value funds, but Fi360 and Blue Prairie Group, companies that offer a wide range of services to financial services […]
Tech-Savvy Attorney Sees Blockchain Still in Early Stages for Retirement Industry Applications
Blockchain is among the most hyped technologies at the moment, nearly up there with machine learning and other forms of artificial intelligence. Just don’t expect it to become commonplace in the wealth management or retirement industries anytime soon, says attorney Andrew Ray, a tech-savvy partner in the law firm of Morgan, Lewis & Bockius LLP, […]
Uphill Battle: Tax Reform 2.0
The Tax Cuts and Jobs Act of 2017 whipped through Congress and onto President Trump’s desk at warp speed by Washington standards. Introduced in November, it was signed into law 52 days later. Now comes what looks to be the harder part: making all of those changes permanent, via a package of legislation the majority […]
Voya Strategist Sees Pro-Business Policies Bolstering Stock Market
For investors, the fourth quarter of 2018 got off to a rocky start. After setting new highs just the month before, the stock market embarked on a sharp decline and Treasury yields shot higher. Douglas Coté, chief market strategist for Voya Financial, suggested at the time that anyone unnerved by the turbulence may be missing […]
Going Beyond Retirement to End of Life Issues
Investment professionals tend to have a handle on preparing for the future and their own mortality. They’re aware of the importance of protecting their assets and minimizing their liabilities. They know where to start when it comes to thinking about how they may be able to provide for the generations that come after them. At […]
A 20 Year Perspective on Stable Value
The 2018 SVIA Fall Forum marked 20 years and one month since Gina Mitchell was hired to serve as the president of the Stable Value Investment Association. To say the two decades since her appointment proved eventful would be an understatement. During that period, the stable value industry had to work through multiple market upheavals, […]
Stable Value Industry Has Diverse Views on Opportunity Presented by Target-Date Funds
The explosive growth of target-date funds, especially in defined contribution retirement plans, is by now a well-told story. Data from Morningstar indicate that assets in target data funds grew to more than $1 trillion dollars by 2017 from about $150 billion a decade earlier. Meanwhile, approximately 80 percent of new participant contributions to DC plans […]
