This new SVIA resource provides a helpful overview on market-to-contract ratios, including what they are, how they impact funds, and how they have changed with market environments over the years.
An increasingly unpredictable market has heightened attention on stable value funds. With $902 billion in assets, stable value funds represent 8% of defined contribution plan assets based on the Investment Company Institute’s Retirement Plan Assets as of first quarter 2022. This FAQ is intended to answer frequent questions on stable value given the increased attention and prominence of this investment option in defined contribution plans.
If stocks continue to struggle, DC plan participants might seek less-risky investments The stable value asset gains in early 2020 began to evaporate in late
For investors nearing retirement or already retired who need the certainty of cash but want to squeeze out a bit more yield, a certain investment
The Value Program membership recognizes the differing levels of financial support that members provide to help SVIA accomplish its mission.
