Job Posting: SVP Stable Value Solutions

We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best – […]

Target-date funds: prevalent but not always loved

If participants don’t want to take on additional risk, they might opt to put all their savings in a defined contribution plan into something more stable, such as a stable value or money market fund, rather than a target-date fund.

Remembering Jim McDevitt

We’re saddened to announce the passing of Jim McDevitt, a pioneering figure in the stable value industry and a long-time colleague to many. Jim retired a while back and earlier this year, he passed away.

Stable Value and Rising Interest Rates – 2023

Many have theorized about how stable value would perform in a rapidly rising interest rate environment. The rapid rise in short-term interest rates since March of 2022 is the largest increase in rates since the 1980s and provides data to test these theories.

Understanding Key Drivers of Participant Cash Flows

In a collaborative effort between Valerian Capital Group and the Actuarial Science Department of the University of Lyon, this research offers crucial insights into the driving factors behind participant cash flows for individually managed stable value funds.

Exit Provisions

Stable value products are designed to provide principal protection as well as returns over the long term consistent with short to intermediate term bonds for plan participants. Stable value products invest in fixed income investments and purchase insurance to wrap the investments. That insurance allows for contract value accounting and a stable net asset value […]

Economist Discounts Hopes for an Economic “Soft Landing” as Fed Raises Rates

When the Federal Reserve began raising interest rates in 2022, many investors hoped the Fed’s war on inflation could be won without provoking a recession. Steve Friedman, senior macroeconomist with MacKay Shields, an affiliate of New York Life Investments Co., doubts that will happen. While the economy appears relatively strong at the moment, he credited that, in part, to a confluence of factors that have temporarily created a uniquely supportive economic environment.

Why a Stable Value Fund Belongs in Your Retirement Portfolio

For U.S. retirees and older workers on the cusp of retirement, stabilizing their investment portfolios in their 60s, 70s, and beyond is no luxury – it’s a necessity. That’s where stable value funds can help, mainly by adding an insurance element to guarantee portfolio returns. Over 80% of U.S.-defined contribution plan sponsors offer stable value funds […]