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stable value funds

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Rebuild Your Retirement Savings
If you are in your 40s or younger, you probably have time to rebuild your savings before retirement. If you are in your 50s or older, and you had a lot of your 401k money in the stock market, you likely face a far grimmer truth: you may not be...
Tags: Retirement, 401(k) Plan, Stock, MoneyWatch, 401(k), Retirement Plans, Investment, Personal Finance, Human Resources, Benefits, Finance, Income, Retirement Income, Retirement Planning, Working Longer, Personal Bailout Plan, Market Crash, Stable Value Funds, Bonds, Carla Fried
Articles 2009-04-17

Additional Resources

Inside Stable Value Funds
At least until recently, just about every investment in your 401k has let you down amid the wholesale market meltdown — except one. Stable value funds have lived up to their name so far. But just so you know, they aren't risk-free. So, trust but verify... Until stocks turned around...
Tags: Fund, 401(k) Plan, Bond, Lehman Brothers Inc., Insurance Company, Bankruptcy, MoneyWatch, State Street, 401(k), Retirement Plans, Investment, Insurance, Personal Finance, Litigation, Human Resources, Benefits, Finance, Business Operations, Corporate Insurance, Stable Value Fund, Lehman, State Street Boston, Wrap Contracts, Safe Investment, Crediting Rate, Income Stream, Barbara Bedway
Articles 2009-03-16
Are Stable-Value Funds Really Stable?
Many investors are pouring into stable-value funds. But should you jump into these investments? Here are some things to consider before plunking your money into these vehicles. by Larry Swedroe
Tags: Fund, Financial Accounting, Investment, Finance, Larry Swedroe
Blog posts 2009-04-24
ADDING VALUE: METLIFE ALTERS STABLE VALUE; ACTIVE MANAGEMENT, WRAPPED EQUITIES DISTINGUISH NEW APPROACH.
NEW YORK -- MetLife is reinventing its stable value program, offering a new commingled fund approach for defined benefit and 401k plans. The program, Stable Value Investors, offers 15 commingled stable value funds and a new game plan for selling NEW YORK --...
Tags: allocation, equity, liquidity, MetLife Inc.
Research articles 1999-04-19
6% RETURNS LOOK GOOD: Participants get reacquainted with old friend - stable value; $45 billion pumped into this option as an alternative to the rocky stock market.(Statistical Data Included)
Stable value is making a comeback. Defined contribution plan participants, weary of market volatility, have poured $45 billion into stable value investments for the first nine months of 2001, the Stable Value Investment Association said. That's a 43% increase over a year ago. ...
Tags: AEGON N.V.
Research articles 2001-11-26
Pothole in State Street: Shoring Up Stable Value
Trade Radar Operator submits: There is good news and bad news. The good news is that State Street STT decided to provide support to their stable value funds in the face of potential losses. The bad news is that they had to.Here is what they said in their 8-K...
Tags: Financial, Trade Radar Operator, State Street Corp.
External links 2009-01-23
A Stable Value Fund Guide to Commodity ETF Management: The Fusion Solution
David Merkel submits: This piece is one of my experiments where I try to straddle two different investment worlds in an effort to bring more understanding. The two world are stable value funds and commodity ETFs. Commodity ETFs have a hard job, in that they are...
Tags: ETF, David Merkel
External links 2009-08-21
Stable Value Vs. Money Market Funds
This article emphasizes that a stable value participant is subject to the Equity Wash rules. A participant may only invest stable value assets in a competing investment option by first transferring assets from the stable value portfolio to a non-competing investment and the assets must remain in the non-competing investment...
Tags: Asset, Fixed Income, Portfolio, State Street, Asset Management, Investment, Financial Services, Operational Planning, Business Operations, Finance
White papers 2001-06-20
Capital-Preservation Funds To Be Nixed for Default 401(k) Plans
Employers that now use money-market and stable-value funds as the default investment vehicle for workers automatically enrolled in their 401k plans might have to move to more aggressive instruments if a regulation proposed by the Department of Labor (DOEmployers that now use money-market and stable-value funds as the default investment...
Tags: 401(k) plan, U.S. Department of Labor
Research articles 2007-03-01
International funds reel in 401(k) money; Stable-value funds, U.S. large-caps see outflows, data show.(News)
Byline: Liz Skinner WASHINGTON - Lured by the siren's call of international and emerging markets, more investors are taking increasing risks with their retirement funds. Americans moved about $575 million within their 401k retirement ...
Tags: 401(k) plan, Hewitt Associates LLC, investor
Research articles 2006-03-20
Retire When You Want To
Yes, it's possible — if you make a few smart moves while you're working and reconsider where you'll live once you stop. Well, yes, we have. And it’s still...
Tags: Retirement, Mortgage, 401(k) Plan, Income, MoneyWatch, 401(k), Mortgages, Retirement Plans, Personal Finance, Operational Accounting, Investment, Human Resources, Benefits, Finance, Capital Structures, IRA, SEP, Roth IRA, Tax-sheltered retirement plans, Target date funds, Best Places to Retire, Carla Fried
Articles 2009-06-29
DC Briefs.(investment plans)
Hospital DC plans offer more options CHICAGO - Health-care employers are offering more investment options in their defined contribution plans, according to a survey by the American Hospital Association and Diversified Investment Advisors. In a survey of 39 hospital administrators, 37% said...
Tags: U.S. Bank
Research articles 2006-12-11
Profiles of the top 200 pension funds.
A A A Abbott Laboratories ($ millions) Total assets 8,266 Defined benefit 2,692 Defined contribution 5,574 DEFINED BENEFIT PLAN: Employer DB contributions 0 Benefit payments 87 Asset mix: Domestic stocks 61.2% Domestic fixed income 28.8% Foreign stocks 10.0% Internally managed assets 203 DEFINED CONTRIBUTION PLAN: Assets...
Tags: Albertson, Ark, asset, BGI, consultant, director, equity, Fidelity Investments, J.P. Morgan Chase & Co., Putnam, stock, T. Rowe Price Group Inc.
Research articles 2001-01-22
Profiles of the top 200 pension funds.(Statistical Data Included)
A A A Abbott Laboratories ($ millions) Total assets 8,266 Defined benefit 2,692 Defined contribution 5,574 DEFINED BENEFIT PLAN: Employer DB contributions 0 Benefit payments 87 Asset mix: Domestic stocks 61.2% Domestic fixed income 28.8% Foreign stocks 10.0% Internally managed assets 203 DEFINED CONTRIBUTION PLAN: Assets...
Tags: Albertson, Ark, asset, BGI, consultant, director, equity, Fidelity Investments, J.P. Morgan Chase & Co., Putnam, stock, T. Rowe Price Group Inc.
Research articles 2001-02-05
Have Doubts about the 401(k)? So Does Your Boss
One of the more chilling revelations on the sorry state of the U.S retirement system is this survey of employer attitudes towards 401ks from Mercer, the benefits consulting firm. Half of employers offering 401k plans believe that the plans are not up to the job that's been thrust upon them--that...
Tags: 401(k) Plan, 401(k), Retirement Plans, Personal Finance, Investment, Human Resources, Benefits, Finance, Eric Schurenberg
Blog posts 2009-06-29
Principal Financial Group, Inc. Q3 2007 Earnings Call Transcripts
Question-and-Answer Session Operator [Operator Instructions]. The first question comes from the line of Steven Schwartz with Raymond James & Associates. Steven Schwartz - Raymond James & Associates Hey, good morning everybody, and congratulations on a very good quarter. The...
Tags: Principal Financial Group
Earnings calls 2007-10-30
Less Than 10 Years from Retirement?
Torn between the need to rebuild your savings — before it's too late — and fear of another bear market? Relax. Here's your plan. Build Your...
Tags: Bond, CD, Stock, Financial Planner, Bear Market, Advisor, MoneyWatch, Evensky, T-bills, CFP, Investment, Finance, Emotions, Retirement, Emergency Fund, Diversify, Financial Planners, Market Timing, Diversification, Asset Allocation, MoneyWatch Crash Course, Lynn Brenner
Articles 2009-05-06
Money market mutual funds
In addition to checking and savings deposits and CDs, banks often offer investments in mutual funds. While mutual funds are often used to invest in stocks and bonds, a major chunk of total assets is invested in money market funds. Unlike FDIC-insured deposits, money market funds are not federally insured...
Tags: Mutual Fund, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance
White papers
Best of the best 2002: fund managers.
Dec 09, 2002 (Investor Weekly - ABIX via COMTEX) Value funds with investments in materials and energy stocks have emerged as the best fund managers in 2002. The best performers among superannuation funds were those funds that chose capital stable options and invested...
Tags: Global Asset Management
Research articles 2002-12-10
Low volatility fund delivers steady returns: typically a slower-moving fund, Acuity High Income has sizzled in recent years - Mutual Funds
Ten years ago, Acuity Funds Ltd. established a mutual fund called the "Acuity High Income Fund" (MER: 2.65; Load: Front or Back) -- a vehicle that has achieved dependable returns since inception. The advisor to this fund, Acuity Investment Management Inc., has taken a "value with cornerstone growth" approach, and...
Tags: Acuity Corp., income, mutual fund, volatility
Research articles 2002-02-01
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