By Jeffrey Hemker
Pooled stable value funds are one of the least understood investment options in defined contribution plans, yet they make up at least 15% of the total assets. (Source: Aon Hewitt 401(k) Index, as of Dec. 31, 2013.) Of the many investment types in the fixed-rate marketplace, pooled stable value funds are one of the most transparent, and as such, open to analysis.
Analyzing Stable Value Funds
Analysis is an important and necessary part of being a plan fiduciary. But as an advisor, where do you begin the analysis? And what are the most important factors to consider?
Find out the 10 key factors and more.
Jeffrey Hemker is Invesco National Sales Director, Retirement Division
Invesco Distributors, Inc. 5/14
