JPMorgan Sued for Including ‘Underperforming’ Stable Value Fund in 401(k) Menu
The company was accused of using an in-house stable value investment that underperforms competitors.
Tag: Stable Value Funds
Stable Value Funds Attract Attention in Rate-Cutting Environment
The slower response to interest-rate changes may benefit retirement plan investors, if the Fed continues to cut.
October Was Another Light Trading Month For 401(k) Investors
Traders favored stable value funds, with outflows coming from target-date funds and company stocks.
401(k) Trading in September Reflects Worst Month Since March 2020
Traders favored equities in the beginning of the third quarter as Wall Street posted gaining, but they preferred fixed-income funds...
August 401(k) Trading Sees 2nd Lowest Trading Month
The latest data from Alight Solutions show two above-normal trading days in August, with investors favoring equities during 13 of...
401(k) Trading Light in July Despite Market Gains
Stable value funds topped inflows, while most outflows were from target-date funds, according to Alight Solutions data.
The Role of Stable Value Funds as QDIAs or Otherwise
Though stable value funds might not be appropriate as the qualified default investment alternative for a defined contribution plan, they...
Retirement Plan Menus Shift With the Times
A new survey finds the continued growth of plan assets in target-date funds may be reducing the importance of the...
Court Hands Down Split Decision in KeyCorp Excessive Fee Lawsuit
A federal judge moved forward claims of excessive administrative and managed account fees but dismissed claims regarding KeyCorp plan’s stable...
Products |
T. Rowe Price Secures PNC Stable Value Fund
Terms of the transaction were finalized on September 25.
Investors Rush to Stable Value, Money Market Funds in March
Stable value funds took in 64% of the inflows and money market funds, 24%, according to the Alight Solutions 401(k)...
Stable Value’s Role in a Diversified DC Plan Menu
Stable value funds can and do play an important role as an asset class alongside target-date funds, and they should...
Products |
Stable Value Guaranteed Income Fund Launched by John Hancock
The new fund is offered through a group annuity contract, with underlying assets issued and guaranteed by the John Hancock...
Choosing Between a Stable Value or Money Market Fund
Lawsuits have led to confusion about which direction retirement plan sponsors should go when choosing a capital preservation fund for...
401(k) Participant Transfers Increase in May
Falling equity returns accelerated the trend this year of participants moving into fixed income investments, according to Alight Solutions.
Supreme Court Denies Chevron Stable Value ERISA Litigation Review
Specifically, the petition for writ of certiorari asked the Supreme Court to answer the question: “In pleading a breach of...
Despite Market Rebound, Investors Flocked to Fixed Income in Q119
Nearly 90% of the days in the quarter saw net trading activity favor fixed income, according to the Alight Solutions...
Products |
Investment Product and Service Launches
Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and Firm Offers FDIC-Insured...
A Drop Off in Volatility in January Led to Scant Trading
It was the slowest start to the year in the 20-plus years of the Alight Solutions 401(k) Index.
MassMutual Wins Lawsuit Over Stable Value Fund Spread
A judge found the plaintiff in the lawsuit was bound by a prior settlement agreement and that MassMutual did not...