Slumping Equity Markets Could Help Stable Value
If stocks continue to struggle, DC plan participants might seek less-risky investments The stable value asset gains in early 2020 began to evaporate in late
June 6, 2022
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If stocks continue to struggle, DC plan participants might seek less-risky investments The stable value asset gains in early 2020 began to evaporate in late
John Hubenschmidt with RGA has authored a new SVIA resource article titled “Using Stable Value in Retirement to Protect Against Portfolio Depletion” which demonstrates how stable value can help plan participants protect themselves from sequence-of-returns risk and ensure their retirement funds are not depleted.
For investors nearing retirement or already retired who need the certainty of cash but want to squeeze out a bit more yield, a certain investment
Gone are days when a 60/40 portfolio provides investors with adequate risk and returns. The historical baseline for what an investor considers a diversified portfolio
Women’s History Month is a time to reflect on and appreciate women who have led the way— and to also highlight women who are helping
Stable value funds post high yields with relatively low risk, and your retirement plan could already be invested in this asset class. MetLife says that more than eight in 10 defined contribution plan sponsors offer stable value funds as an option to preserve capital, and retirement savers would do well to consider adding this asset class to the mix if it’s not already part of their portfolio.
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment
This video is an excerpt from the Jan 25, 2022 Board of Directors meeting with a presentation by Carol McClarnon, Partner and Angela Montez, Special
Work Location Minneapolis About us Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed
The webinar provided an important update on legislative and regulatory trends impacting defined contribution plans and stable value funds. The discussion provided updates on: ESG
Date: Nov 29, 2021 Location: Westwood, MA, US Company: New York Life Insurance Co When you join New York Life, you’re joining a company that values development, career
Great-West Investments is seeking to hire an Product Management Analyst to provide ongoing day-to-day product management support for this well-established and growing business line.
ICI Quarterly Retirement Market Data covering assets under management for many retirement-related categories. This data is used with the SVIA annual survey data to calculate stable
This file charts the monthly returns, volatility, and potential growth of a dollar from 1988 onward between the iMoneyNet MFR Money Funds Index, Barclays Intermediate
The Annualized Survey Data file contains most of the overall data points from the annual survey compared from 2007 onward in one excel file. NOTE:
This chart compares the total stable value assets under management as reported by the SVIA annual survey with the total DC assets as reported by
Yearly data provided by EBRI covering retirement plan asset allocations, account balances, and loan activity. NOTE: SVIA is unable to directly provide this data due
This report contains statements of fact relating to economic conditions generally and to parties other than Aon Investments USA Inc. (“Aon Investments”). Although these statements
The SVIA Historic Survey conducted in 2014 includes data on assets under management, crediting rates, market-to-book ratios, portfolio durations, numbers of issuers, and portfolio allocations
Download PDF A study by David F. Babbel of The Wharton School, University of Pennsylvania; Miguel A. Herce, Charles Rivers Associates. Little in the scholarly
Retirement is an idea embedded in the mind of every working individual whether they are 21-years-old or 60-years-old. It is a phase of life many
This session explored how the pandemic has changed the management of defined contribution plans as well as stable value funds. This session explored this watershed
This session explored a growing and important segment of the workforce: non-traditional workers, which range from free lancers, gig workers to independent contractors such as
Millions of Americans move every year, but what many people do not know is that moving used to be much more common than it is
The global economy faces a year of transition in 2022: from pandemic closures to holistically reopen, from unprecedented policy support to private-sector driven outcomes, and
As if the past two years were not challenging enough, 2022 has rolled in with COVID19 surges, record-setting inflation, and global instability with Russia’s invasion
On Wednesday, August 19th at 3:30 PM ET SVIA held a Zoom call to discuss our amicus brief filing supporting Principal that was made to the US Supreme Court.
On July 20, 2020 the SVIA filed a petition with the U.S. Supreme Court supporting the Principal Life Insurance Company’s appeal of the Eighth Circuit decision that ruled a service provider is an ERISA fiduciary.
In a recent federal appellate court decision, it was ruled that Principal’s discretionary control of the crediting rate made it a functional fiduciary over participants’ plan assets.
The Coronavirus Stimulus Package that was signed into law on the 27th contains provisions to waive required minimum distribution rules for 2020 and streamline loan procedures and liberalize hardship distribution rules.
In August, 2015, the American Academy of Actuaries’ C1 Work Group (C1WG) recommended risk-based capital factors for corporate bonds. This recommendation, Model Construction and Development
Download PDF SVIA has created a disclosure template to serve as a starting point for documenting representations for both stable value synthetic and insurance products