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
The Evolving Definition of Competing Funds
By Randy Myers There was a time in the stable value industry when the term “competing fund” almost always referred to one thing: a money market fund. No longer. Over the past decade or so, the financial services industry has rolled out a slew of new investment products for defined contribution plans, from inflation-protected […]
SVIA Finishes Annual Survey Covering 2012
By Gina Mitchell SVIA’s Annual Stable Value Investment and Policy Survey, its most comprehensive survey, confirmed the positive trends found in most defined contribution plan asset allocation and stable value investments surveys. The annual survey, which covers 38 stable value managers, reported that assets under management in 2012 had risen to $701 billion, which […]
Stable Value Assets Continue to Grow in 2012
By Randy Myers The stable value market continued to grow again last year as retirement plan participants continued to show enthusiasm for the steady returns and principal guarantees offered by the asset class. Assets in stable value funds grew 8.5 percent to $701 billion in 2012 , giving stable value about a 14 percent […]