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Fall Forum 2025

The Fairmont Hotel

Fall Forum 2025

This event will bring together the latest insights on how market conditions, demographic trends, political developments, and economic factors are shaping retirement security. Discussions will cover the current state and future of defined contribution plans and stable value funds, explore economic trends, and provide legislative and political outlooks. Attendees will gain a comprehensive understanding of the forces driving change and innovation in retirement plan design and investment strategies. The Fall Forum takes place October 6-8, 2025 at the Fairmont Hotel in Washington D.C. located at 240 M St. NW. The event also combines the latest information on the major challenges before 401(k) plans and stable value funds with time to network with your stable value colleagues.

Dress for the Fall Forum is business casual.

SVIA has reserved a limited number of rooms at the Fairmont for Fall Forum attendees at a special rate of $369. Room reservations will be made directly with the Fairmont this year using a link in your confirmation email. To obtain SVIA’s rates and ensure you have lodging at the Fairmont, all reservations must be made using the link in your confirmation email. Please register for the Fall Forum and make your reservation before September 12th to ensure you have a space at the conference and a sleeping room at SVIA’s special rate.

If you have questions regarding SVIA’s Fall Forum and Annual Membership Meeting, please contact SVIA at [email protected] or call us at (202) 873-9567.

Fairmont Bar
Fairmont Courtyard
Fairmont Lobby
Register Today

The Fairmont Hotel

Washington, DC
Fairmont Lobby
Fairmont Courtyard
Fairmont Bar
Fairmont Ballroom Foyer
The Fairmont Washington, D.C. was named “Best Hotel for a Staycation” by Modern Luxury’s DC Magazine in its 2022 “Best of the City” issue. Welcome to a city that is perpetually changing, yet timeless in its grandeur and elegance. And nowhere in the nation’s capital reflects this duality quite like Fairmont Washington, D.C., Georgetown. Located in the fashionable West End and adjacent to the historic Georgetown, Fairmont welcomes guests in capital style. The finest meeting space, luxurious accommodations, dining options and personal service will draw you back to our four-diamond property time and time again.

Reservations

Reservations will be made directly with the Fairmont using a special link that will be sent in your confirmation email after you register for the conference. To obtain SVIA’s rates and ensure you have lodging at the Fairmont, all reservations must be made using the link in your confirmation email.

SVIA has reserved a limited number of rooms at the Fairmont for Fall Forum attendees at a special rate of $369. Please register for the Fall Forum and make your reservation before September 12th to ensure you have a space at the conference and a sleeping room at SVIA’s special rate.

If you have any questions about your reservation at the Fairmont, please contact the Fairmont at [email protected] or (202) 457-5015.

Agenda

Preliminary Agenda:
Monday, October 6
9:00 AM Leadership Summit (by invitation only).
2:00 PM Board of Directors Meeting
4:15 PM Plan Sponsor Roundtable
4:15 PM Legal Roundtable
5:00 PM Stable Value 101
5:30 PM Newcomers Reception
6:00 PM Evening Reception
8:30-11:30 PM Transamerica Lounge
Tuesday, October 7
7:30-9:00 AM Breakfast
General Sessions
12:00-1:00 PM Luncheon
General Sessions
6:00 PM Evening Reception
8:30-11:30 PM Transamerica Lounge
Wednesday, October 8
7:30-9:00 AM Breakfast
General Sessions
11:00 AM Closing
General Sessions:
Emerging Trends in Stable Value The stable value market is evolving. This session explores new practices, innovative strategies, and the challenges shaping the future of the asset class. Industry leaders will share how peer firms are responding to today’s market dynamics and opportunities for product innovation.
Policy, Politics, and Pensions: A Look Ahead to 2026 As the 2026 midterms approach, political shifts could reshape the retirement landscape. This session provides a forecast of the upcoming elections, including key polling insights and potential outcomes, with a focus on what it all means for retirement policy and the stable value industry.
Making Sense of the Economic Landscape A leading economist will provide a high-level view of the current macroeconomic environment, including inflation, interest rates, and economic growth. Understand how these forces are influencing markets, plan sponsor behavior, and long-term retirement investing.
The Advisor View: Navigating Plan Sponsor Needs in a Shifting Market Consultants and advisers play a central role in shaping retirement plan design and participant engagement. Hear how advisors are approaching participant education, responding to behavioral shifts, and supporting plan sponsors as they explore stable value’s evolving role.
Legal and Legislative Developments to Watch Litigation and legislation continue to reshape the retirement industry. This session reviews recent lawsuits and SVIA’s legal strategy, including amicus activity. It also looks ahead to SECURE 3.0, pending bills, and how both the courts and Congress may influence the future of stable value.
New Frontiers for Stable Value Innovation is expanding the use of stable value beyond its traditional role. Explore new product designs, including non-traditional asset inclusion and decumulation-focused offerings. This session will spotlight the latest developments in stable value structure and usage across the retirement lifecycle.
From Savings to Spending in DC Plans As participants shift from accumulation to drawdown, plan sponsors are reevaluating how their offerings support income in retirement. This session will share recent research on decumulation trends, adoption rates, and the growing demand for retirement income solutions in defined contribution plans.
How Demographics Are Changing Retirement Investing Participant demographics and behaviors are reshaping retirement investing. This session explores generational trends, the persistence of default behaviors, and the role of behavioral finance. Learn how these shifts affect stable value utilization, target date fund design, and the integration of alternative assets.

Fees & Costs

Individual Registration

Early Bird Discounts

Early bird discounts are applied automatically when registering.

Requests for registration fee refunds (less a $450 processing fee) will be honored only if received before 5:00PM EDT, 30 days prior to the start of the conference. No refunds will be given for cancellations within 30 of the conference. SVIA regrets that refunds will not be given for no-shows. All cancellations should be submitted in writing to SVIA via email or mail. All refunds will be made after the conference.

To cancel or change your SVIA registration, please let SVIA know as soon as possible:

Email:
[email protected]

Address:
SVIA
Attn: Conference Registration
1800 Diagonal Road
Suite 600
Alexandria, VA 22314

SVIA Sponsors

THE STABLE VALUE INVESTMENT ASSOCIATION WOULD NOT BE ABLE TO DO THE WORK THE ASSOCIATION DOES WITHOUT THE GENEROUS SUPPORT OF OUR SPONSORS. SVIA IS PROUD TO BE WORKING IN PARTNERSHIP WITH THESE COMPANIES. THESE COMPANIES COMMIT NOT ONLY FINANCIAL RESOURCES, BUT ALSO MAKE AVAILABLE THEIR EXPERTISE AND LEADERSHIP IN SHAPING AND CARRYING OUT THE ASSOCIATION’S MISSION TO DEMONSTRATE STABLE VALUE’S MANY CONTRIBUTIONS TO BUILDING A STRONG, VIABLE RETIREMENT SAVINGS AND INVESTMENT PROGRAM THAT WILL PROVIDE FINANCIAL SECURITY IN RETIREMENT.

GOLD VALUE PROGRAM MEMBERS

SILVER VALUE PROGRAM MEMBERS

Register today so you don’t miss out on the great program and networking opportunities!​

Fall Forum 2025
October 6-8, Washington, D.C.

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Stable Value Investment Association

1800 Diagonal Road
Suite 600
Alexandria, VA 22314

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