Stable Value
Join P&I for this FREE Web Seminar
Moderator
Maggie Elliott
Partner
Defoe Consulting
Featuring
Eric Hasenauer
Managing Director,
Head of Sales
Aviva Investors North America
Karl Tourville
Managing Partner
Galliard Capital Management
Ron Heath
Managing Director
of Sales & Marketing
Morley Financial Services, Inc.
Jim King
Senior Vice President and
Head of Prudential
Retirement's Stable Value Funds Group
Prudential
Wednesday, April 6, 2011
2 p.m. - 3 p.m EDT
Join us for this FREE Web Seminar
Stable value funds, long a staple of defined contributions plans, are undergoing a revival. That much is clear from the increased activity and capacity in the stable value market in 2010. Their role as a core investment vehicle used by plan participants continues, because this option offers the liquidity of a money market fund with higher expected returns and protection from interest-rate volatility by the wrap contract.
But plan sponsors would be forgiven for wanting to interrogate their stable value providers about all the characteristics of these vehicles after a difficult period in 2008. And the providers have the answers. In order to ensure that wrap providers are getting the best underlying investment management possible, the investment criteria for these portfolios have been tightened, with more stringent credit rating guidelines, sector and security limits, and in general, shorter duration bond portfolios.
In this time of change, it is increasingly important that plan sponsors understand the challenges and opportunities involved in stable value funds, so that they can choose the best options for their plan participants. This webinar will provide plan sponsors with the latest information and knowledge that they need to make these decisions. This webinar will consider the pros and cons of stable value funds, answering such questions as:
- Why should plan sponsors offer stable value instead of a money market fund?
- What investment guidelines should plan sponsors look for when choosing a stable value fund?
- Is it best to use a wrap provider that uses in-house asset management to manage the underlying portfolio?
- Washington is looking at regulating the swap market. How might this affect the stable value market?
- How should plan sponsors think about fees in relation to stable value funds?
- What are the communication challenges about explaining stable value funds to plan participants?
- Is there enough capacity in the stable value market?
Don't miss this timely and informative web seminar.
There is no fee to attend this web seminar
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