Bond Fund Alternatives Can Help Protect You From Rising Rates

In some ways, stable value funds, which invest in guaranteed short term insurance contracts or short term bonds with an…

Stable Value Funds Demystified: Why a Book Value Guarantee Matters

A stable value contract provides a 401(k) plan and its participants with a unique feature not offered by other conservative…

SVIA Stable Value Funds Quarterly Characteristics Survey for 4Q2013

The Fourth Quarter of 2013 Stable Value Quarterly Characteristics Survey covers 23 stable value managers across 21 consecutive quarters over…

Stable Value and Rising Interest Rates


Whether new to stable value or interested in current topics you can find useful information here.

From building blocks all the way to advanced content on specific issues, we have resources to help.

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A spread is the difference between the actual earnings…

Commingled Fund

A fund, typically offered by a bank or trust…

Risk Charge

The cost embedded in every stable value


See plan sponsor.

Wrap Contract

A stable value investment contract that “wraps” a…

Surrender Charge

Any payment required for terminating an investment contract,…


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