401(k) Plan Asset Allocation, Stable Value and Account Balances in…

The latest EBRI/ICI report, “401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2013,” covered 26.4 million plan participants…

Statistics:  US Retirement Assets, DC Assets, and Stable Value

U.S. total retirement assets at the end of 3Q2014 rose to $24.2 trillion according to the Investment Company Institute.

Stable Value Expert Interviews: Why are you passionate about the…

Stable value has endured for many years, helping countless investors balance their need for principal preservation with steady, conservative growth.

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…

Book Value Accounting

The accounting methodology allowed under AICPA Statement…

Surrender Charge

Any payment required for terminating an investment contract,…

Risk Charge

The cost embedded in every stable value


See plan sponsor.


As defined by ERISA, any person or firm…


Value Program Partners