Remember the Real Role of Stable Value
Don’t Overlook Stable Value’s Role as Bull Market Ages
If the Fed continues to cut interest rates, sources say, stable value funds will likely prove to be superior in comparison with money market funds.
John Hancock Reveals Stable Value Guaranteed Income Fund
The Stable Value Guaranteed Income Fund can be a valuable option for the conservative portion of anyone’s portfolio, says Patrick Murphy, CEO, John Hancock Retirement.
Tumbling Stocks Prompt 401(k) Investors to Make Trades
While only 0.21% of balances were exchanged in May, it was the highest monthly activity so far this year, according to Alight Solutions.
Investors Favored Fixed Income in the First Quarter
Nearly 90% of the days in the quarter saw net trading activity favor fixed income, according to the Alight Solutions 401(k) Index.
Investment Product and Service Launches
Empower Launches Advisor Managed Accounts; Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and more.
Participants Favored Fixed Income in February
On 89% of the trading days, 401(k) participants moved the majority of their money into fixed income, according to the Alight Solutions 401(k) Index
SEC Money Market Rule Changes Still Playing Out
The SEC made fundamental changes to the rules governing money market funds back in 2014; according to John Faustino at Fi360, the rule changes have created a big opportunity for advisers with stable value fund expertise.
As Volatility Slowed in January, so Did Trading Activity
It was the slowest start to the year in the 20-plus years of the Alight Solutions 401(k) Index.
Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit
The detailed ruling comes after Schwab defendants moved to dismiss in part the plaintiff’s second amended complaint.
Investment Product and Service Launches
Fi360 acquires stable value research from Blue Prairie Group; Fidelity Investments releases model portfolios using ETFs; and Legg Mason to close three ETFs in March.
Court Sides With MassMutual in Stable Value Fund Lawsuit
The court found MassMutual did not breach provisions of a prior settlement to which the plaintiff was bound.
November Was a Typical Month for Trading in 401(k) Plans
There were only three days of above-normal trading, according to the Alight Solutions 401(k) Index
Stable Value and Rising Interest Rates
Investment Product and Service Launches
The Standard Grows Stable Value Fund Options, and First Trust Creates Dow Jones International Internet ETF.
How Rising Interest Rates Affect Stable Value Funds
July a Slow Trading Month for 401(k) Investors
There were no above-normal trading days in July, the first month this has happened since June 2017.
Investment Product and Service Launches
Ticker Tocker and Tradier Integrate to Offer Unlimited Commission-Free Equity Trades; DWS Creates Additional Xtrackers ETFs; Hueler Analytics Creates Due Diligence Feature Aimed at Fiduciaries; and more.
Investment Products and Services Launches
Transamerica Launches Stable Value Account for Retirement Plans; TD Ameritrade to Provide CLS Fund Models on Market Center Platform; Fidelity Offers Third ESG Investing Option; and more.
American Airlines Challenged for Not Offering Stable Value Fund in 401(k)
The airline company offered the AA Credit Union Fund as its capital preservation vehicle, which the plaintiffs in a lawsuit say yielded “tremendously” poor returns.