Financial Wellness: The New Frontier
Until recently, employers’ interest in the financial well-being of their employees was typically focused on one thing: helping them save for retirement.
Stable Value: Carving Out a Bigger Role in Managed Accounts
For years, Morningstar Investment Management has made stable value a key component of many of the investment lineups it creates for retirement plan investors through its managed accounts program.
Finding New Opportunities for Stable Value in Post-SECURE World
The SECURE Act of 2019 cemented what had already been a growing trend in the world of retirement plans: a focus on viewing them not just as a way for workers to save for retirement but also as a way to provide them lifetime income in retirement.
COVID-19: What It’s Meant for the Stable Value Industry
Randy Myers summarizes the panel discussion regarding COVID-19 and it’s impact on the stable value industry.
How COVID-19 and the CARES Act Have Impacted Retirement Plans
Randy Myers summarizes the panel discussion regarding the CARES Act.
Investors Rush to Stable Value, Money Market Funds in March
Stable value funds took in 64% of the inflows and money market funds, 24%, according to the Alight Solutions 401(k) Index.
American Institute of Certified Public Accountants (AICPA)
The AICPA is the accounting profession’s largest member association, representing many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, nonprofit organizations and federal, state, and local governments. The AICPA issued Statement of Position (SOP) […]
Buffer Fund
See liquidity buffer.
Credit Quality Downgrade
A reduction in an organization’s or financial instrument’s credit quality rating as published by a NRSRO. A credit downgrade indicates the NRSRO’s view that the financial strength of the organization or financial instrument has deteriorated.
