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 insurance “wrapper,” offer the best of both worlds. Click here to read the full article
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 investment options such as money market funds. Click here to read the full article
SVIA’s Ninth Spring Seminar Now Open for Registration
Register today for SVIA’s Ninth Spring Seminar: Making Retirement Income Security Work. SVIA’s Ninth Spring Seminar on April 27-29, 2014 at the Four Seasons Troon North in Scottsdale, Arizona will look at the challenges facing defined contribution plans and stable value funds in ensuring a financially sound retirement. For more information, head over to the […]
How to protect your retirement savings from rising interest rates
Now that the Federal Reserve has announced it will start reducing its bond buying program by $10 billion per month, the impact is being felt in the financial markets. Click here to read the full article
Bond Q&A: stable-value funds; short-term value drops
“Principal preservation is the primary goal” of a stable-value fund, says Kelli Hueler, president of Hueler Cos. Click here to read the full article
5 money-saving New Year’s resolutions
Click here to read the full article
Evaluating Fiduciary Risks
Over the past decade, the retirement plan industry has been subject to a wave of litigation under the Employee Retirement Income Security Act. Allegations have included breaches of fiduciary duty in connection with excessive fees for both investment management and record-keeping services. In a presentation at the 2013 SVIA Fall Forum, Jeremy Blumenfeld, a partner […]
Stable Value Roundtable
What’s happening in the stable value market? Seven experts from diverse sectors of the industry brought participants at the 2013 SVIA Fall Forum up to speed during a lively roundtable discussion in Washington, D.C. Among the highlights: Wrap diversification: A preference for having multiple wrap contract providers for a stable value fund still persists among […]
Building an Optimal Investment Lineup for a Defined Contribution Plan
Are you a plan sponsor or consultant looking to create a great investment lineup for a defined contribution plan? David Blanchett, head of retirement research for Morningstar Investment Management, offers this advice: Don’t start with a goal of building the best lineup possible. Instead, start with your end point in mind: building the lineup that […]
