SVIA Fall Forum Fast Approaching
There has been an incredible response to this year’s Fall Forum and we have the agenda to match. Aside from our excellent panels, we’ll also be featuring the following keynote speakers: Stig Nybo, President, Pension Sales and Distribution, Transamerica Retirement Solutions and co-author of Transform Tomorrow, will discuss how we can move beyond the retirement […]
Stable Value Bond Funds Provide Smooth Sailing
Most bond mutual funds sank in June. For the month, intermediate-term bond mutual funds lost 2.1%, according to Morningstar. Rising interest rates caused the red ink. When rates climb, bonds tend to decline. But millions of fixed-income investors in 401(k) plans avoided the pain by holding stable value funds. These funds reported steady gains throughout […]
14th Annual Transamerica Retirement Survey
Transamerica Center for Retirement Studies has recently released its 14th Annual Transamerica Retirement Survey of more than 3,650 full‐ and part‐time workers, which found that retirement confidence is on the rise in 2013 amid signs of economic recovery. Fifty‐five percent of workers are “somewhat” or “very confident” about retirement, representing an increase from 51 percent […]
How America Saves
Interested in defined contribution retirement plan trends? Vanguard recently published their annual “How America Saves” which provides data on plan designs, participant activity, allocations and investment returns for 2012 and retrospectively. Accompanying the numbers are Vanguard’s observations and conclusions on changes and trends. How America Saves 2013 is a report issued by Vanguard which covers […]
Protect your 401(k) from rising rates
By: Ray Martin – CBS News Moneywatch It’s been a good year for stocks, but for bonds the story is not so good. Click here for the full article
Think twice about dropping bond funds
If you’re worried about the bond funds in your retirement savings, take a deep breath and think twice before following the crowd. Also, consider a stable value fund. Click here for the full article
Fiscal Concerns: Goldman Sachs Asset Management Offers an Update
By Randy Myers Continued modest economic growth, low interest rates and benign inflation should provide a fertile backdrop for the U.S. equity market in the year ahead, says Samantha Davidson, managing director with the Global Portfolio Solutions Investment Team at Goldman Sachs Asset Management. Speaking at the 2013 SVIA Spring Seminar in April, Davidson […]
First Quarter 2013 Data Shows Stable Value’s Consistency and Strength
By Gina Mitchell First quarter 2013 data from SVIA’s Quarterly Characteristics Survey continues to demonstrate why plan participants are relying upon stable value. The quarterly survey, which covers 23 stable value managers, found assets under management of $452 billion, which was $5 billion more than the previous quarter. Crediting rates continued to reflect the […]
Fee Disclosure Remains a Work in Progress
By Randy Myers In the year since federally mandated fee disclosure rules went into effect for defined contribution plans, this much has been discerned: plan sponsors think the new disclosures are helping them meet their fiduciary responsibilities. Also, some plan participants now know more about what their retirement investments are costing them. Last summer, […]
