Wednesday, October 16th, 2024 A topical newsletter from PLANADVISER stable value Stable value funds are a longtime investment option in defined contribution retirement plans, but they’re getting increased attention of late due to expected interest rate cuts. This Spotlight rounds up stories considering stable value today. SPONSORED AD PRODUCTS & SERVICES Stable Value Players Meet Amid Recovering Market, Decumulation Push At SVIA’s conference in Washington this week, participants considered what lower interest rates mean for the DC investment vehicle and its potential as a decumulation tool. PRACTICE MANAGEMENT Why Falling Interest Rates May Help Stable Value’s Play A stable value proponent explains why the ‘rate of change’ of interest rates is as important as the changes themselves for these funds only available for tax-qualified retirement plans. PRODUCTS & SERVICES Broadridge Launches Retirement Income, Stable Value Evaluator The new tool allows plan fiduciaries to evaluate the growing list of in-plan DC annuity options. PRODUCTS & SERVICES Franklin Templeton Adds Clearwater Stable Value Technology Provider The partnership comes ahead of a likely drop in interest rates that will make the insurance-backed offerings more attractive. PRACTICE MANAGEMENT 401(k) Traders Shifting to Fixed Income There is a ‘rebalancing’ happening after four consecutive quarters of a lean toward equity investing, according to Alight data. SURVEY DCIO State of the Industry Assets in defined contribution plans keep growing, but so does the scramble for relevant investment solutions as plan sponsors remain focused on low fees. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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