According to British politician Ed Miliband, “...the only time we made progress, we did it by challenging the conventional wisdom.” Taking that challenge, Schwab’s Rande Speigelman exposes what he... Read More
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Capital Preservation
BY Fred Barstein | 7/25/2013
Though appealing in theory, the use of managed accounts (MAs) in DC plans has not only been low but also seems to be declining. According to research by the PSCA, only 3.6% of plans offer MAs, and... Read More
BY Fred Barstein | 7/24/2013
People are watching the Detroit bankruptcy filing carefully, wondering whether it is the start of a trend for other cities and municipalities in financial trouble – many driven by underfunded pension... Read More
BY Fred Barstein | 5/7/2013
In another bit of fallout from the 2008 Great Recession, major providers of variable annuities are invoking contract provisions they rarely if ever used previously to restrict or ban new money from... Read More
BY NAPA Net Staff | 3/20/2013
Stable value is one of the most popular investment choices in DC plans — and one of the least understood. Some advisors use this lack of understanding by plan sponsors and their competitors as a... Read More
BY NAPA Net Staff | 3/15/2013
With many investors concerned about capital preservation, more focus is being paid to stable value, which is one of the leading investments in that category. Research commissioned by MetLife, a... Read More
BY NAPA Net Staff | 3/1/2013
Quoting Fed governor Jeremy Stein — and perhaps channeling Alan Greenspan — Bill Gross, in his latest investment outlook, ponders the question of whether we’re experiencing another bout of irrational... Read More
BY NAPA Net Staff | 1/11/2013
Using annual return data for large-capitalization stocks and corporate bonds from 1926 through 2011, researchers from Boston College’s Center for Retirement Research studied the distribution of... Read More
BY Sean Murray | 11/28/2012
Forbes’ Janet Novak highlights many of the benefits of a stable value fund, especially in a rising interest rate environment. Some of her points include:• With $650 million in assets, the stable... Read More
BY Sean Murray | 11/26/2012
New research from Wells Fargo details the differences in the savings and spending habits of affluent investors (those with assets in excess of $250,000) and those with less than $250,000 in savings.... Read More
BY NAPA Net Staff | 11/7/2012
Predicting continued slow growth of the U.S. economy and continued lower interest rates from the Fed, PIMCO’s Bill Gross predicts bite-sized future returns and the growing risk of misguided monetary... Read More
BY Sean Murray | 11/6/2012
A white paper by PIMCO’s stable value portfolio management team and the head of their DC practice describes in detail some of the steps that advisors should go through when making decisions about... Read More
BY NAPA Net Staff | 10/23/2012
The recent recession had a greater impact on adults aged 36-40 than on any other age group, according to a study by the Pew Research Center. Americans’ median wealth dropped by half during the... Read More
BY NAPA Net Staff | 10/9/2012
As stable value investments become more popular in DC plans — falling somewhere between money market funds, where returns are low but so are risks, and mutual funds, where both returns and risks may... Read More
BY NAPA Net Staff | 10/8/2012
The firm’s second annual study finds that employees are making some positive changes to their retirement planning, but poor money management skills and long-term economic challenges present major... Read More
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