SVIA Releases New FAQ - The Basics of Stable Value

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The Stable Value Investment Association has released a new FAQ entitled “The Basics of Stable Value”.

The Stable Value Investment Association has released a new FAQ entitled “The Basics of Stable Value”. This educational document will help participants and other interested parties to learn more about their stable value investment options and increase understanding among industry professionals who want a stable value primer.

It covers topics such as the role of stable value in a portfolio, types of stable value, how stable value compares to other investments, as well as where stable value can be found. The terms used in this FAQ are linked to the SVIA glossary, which is a useful resource for participants and others less familiar with investing and stable value.

Stable value is a core investment option offered in most defined contribution plans and some 529 tuition assistance plans. As of December 31, 2012, SVIA members collectively managed over $701 billion in assets, which represented 14 percent of all defined contribution plan assets. Stable value offers a unique combination of benefits: capital preservation, liquidity and conservative positive returns. As of the third quarter of 2013, the SVIA Stable Value Funds Quarterly Characteristic Survey found that stable value investment options have an average weighted crediting rate, or rate of return, of 2.08 percent.

The Stable Value Investment Association is the voice for the stable value industry on retirement saving and investing, and importantly, the role that stable value can play in helping defined contribution plan investors achieve their personal goals of creating a financially secure retirement.

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Zach Gieske
Stable Value Investment Assoc.
2025807620
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