SVIA is proud to announce the release of a new whitepaper titled “Stable Value and the Retirement Tier” that was written in collaboration with Mercer. This paper explores key insights into how stable value can enhance retirement income strategies and its role within the retirement tier framework.
Executive Summary
Many plan sponsors want to provide sustainable retirement income solutions. This comes with challenges regarding asset retention, cost management, and educating participants.
Creating a retirement tier out of existing funds is an efficient way for plan sponsors to build an in-plan retirement income menu without the administrative burden and oversight of new solutions.
Stable value products, already available within most plans, are an effective component of a retirement tier for both short- and mid-term spending needs as they seek to offer guaranteed principal preservation, daily participant liquidity, and steady returns.
