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
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
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
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Potential Regulatory Changes Cloud Outlook at Front End of Yield Curve
The front end of the yield curve—home to conservative investments such as money market funds, short-term investment funds (STIFs), and even stable value—has been challenging for the past few years, not just for individual investors, but for institutions as well, including corporate sponsors of defined contribution plans. Corporations have record amounts of cash on their […]
Wells Fargo Economist Sees US Consumer Spending in Seventh Inning of Rebound
The U.S. still hasn’t recovered fully from the Great Recession of 2008-2009, but it’s getting closer. Jay Bryson, managing director and global economist for Wells Fargo, told participants at the 2013 SVIA Fall Forum that he foresees real U.S. gross domestic product growing by about 2.5 percent in 2014 and 2.75 percent in 2015. That […]
How United Technologies Revamped its 401(k) Plan
Plenty of employers offer 401(k) plans because it seems like a good idea. Maybe the competition does it. Maybe employees like them. Perhaps the boss wants one. United Technologies Corp., a global manufacturer that generated $57.7 billion in revenue in 2012, has bigger ambitions for its 401(k). As Kevin Hanney, the company’s director of defined […]