Living with Tax Reform: Employee Benefits and Executive Compensation
By now the outlines of the Tax Reform and Jobs Cuts Act of 2017 are well known. The Act dramatically lowered the corporate income tax rate to a flat 21 percent from a marginal top rate of 35 percent, and temporarily lowered tax rates for individuals. It also converted the U.S. from a worldwide to […]
How The Walt Disney Company Views Leadership
There are many stories about how Walt Disney created one of the world’s iconic entertainment brands. One that veteran Disney employee Steven Tinn likes to tell involves Disney’s first test ride on the Jungle Cruise ride that opened at Walt Disney World in Orlando, Florida, in 1971. After stepping off the ride, in which guests […]
Job Posting: Stable Value Product Analyst at Transamerica
Job Description Summary Performs actuarial product functions for the stable value business. Evaluates new product ideas and conducts maintenance of existing products. Executes and manages the design, pricing, and implementation of stable value products. Job Description Responsibilities Leads the preparation and interpretation of stable value actuarial and financial information for presentation to management. Monitors risk […]
Job Posting: Manager – Trust Investments for Halliburton Trust
Summary Halliburton’s Trust Investments team oversees the worldwide defined contribution and defined benefit retirement plans, including investment structure, portfolio management, risk management, investment operations and controls. Combined plan assets total approximately $6 billion. This role has fiduciary responsibility for Halliburton’s US, UK, Canada and Expatriate plans and provides support to other non-US plan fiduciaries. Job […]
Stable Value Funds Performance
I. Introduction In this updated study, we reexamine the past history of stable value (SV) funds and their performance over the past 43 years, with particular emphasis on the past 27 years. A growing volume of industry and practitioner research has provided a detailed look at how the funds are managed and stable values secured. […]
Three unique stable value fund benefits that help millennials
The retirement planning industry has begun to take notice of millennials. While the 79.8 million members of the US population — the largest living generation right now — are major influencers in the marketplace, their financial behaviors are different than their predecessors. Growing up in an era of credit cards and personal technology, millennials can […]
A Guide to Stable Value Market Segments
Download PDF We’re happy to announce that SVIA has released a new education piece titled “Stable Value Market Segments” which profiles the individual, pooled, and insurance company general and separate account market segments. This document provides an overview of the three different management types, their 15-year performance, and the contract types used to deliver stable […]
Stable Value Can Be a Sound Solution for Retirement Investors
Capital preservation is a priority for many retirement investors, especially those who are in retirement or are nearing the end of their working years. Plan participants who experienced the sharp market downturn in 2008 may be particularly wary of market turbulence and may seek alternatives designed to protect their portfolios from losses. However, capital preservation […]
Stable value funds: the retirement product that’s stood the test of time
As we enter into the new year, different trends will come and go, but the need for a balanced retirement plan will never fade. One retirement product that has stood the test of time, for good reason, is a stable value fund. Given recent marketplace volatility, the product can provide peace of mind for plan […]