Tag: stable value funds
Investment Product and Service Launches
The Standard Grows Stable Value Fund Options, and First Trust Creates Dow Jones International Internet ETF.
How Rising Interest Rates Affect Stable Value Funds
While money market funds may look more appealing in the short run, this is not expected to last.
July a Slow Trading Month for 401(k) Investors
There were no above-normal trading days in July, the first month this has happened since June 2017.
Investment Product and Service Launches
Ticker Tocker and Tradier Integrate to Offer Unlimited Commission-Free Equity Trades; DWS Creates Additional Xtrackers ETFs; Hueler Analytics Creates Due Diligence Feature Aimed at Fiduciaries; and more.
Investment Products and Services Launches
Transamerica Launches Stable Value Account for Retirement Plans; TD Ameritrade to Provide CLS Fund Models on Market Center Platform; Fidelity Offers Third ESG Investing Option; and more.
American Airlines Challenged for Not Offering Stable Value Fund in 401(k)
The airline company offered the AA Credit Union Fund as its capital preservation vehicle, which the plaintiffs in a lawsuit say yielded “tremendously” poor returns.
CVS Wins Dismissal of Stable Value Fund Suit by 1st Circuit
The plaintiffs' showing that the CVS retirement plan's stable value fund departed from a study of other stable value funds' investments did not support a plausible claim that...
Fidelity Stable Value Fund Suit Gets Final Dismissal From Appellate Court
The court said the plaintiffs claim that Fidelity agreed to overly conservative investment guidelines in a failed effort to lock up all wrap coverage so that its competitors...
Stable Value Lawsuits and the Goldilocks Zone
Even though there is no typical stable value fund, heading into 2018 there have been three typical types of lawsuits filed against fiduciaries offering stable value funds, according...
Great-West Prevails in Suit Over Stable Value Fund
The lawsuit alleged Great-West Life & Annuity Insurance Company breached its fiduciary duty of loyalty under ERISA Sections 502(a)(2) and (3)—namely by setting predetermined interest rates artificially low...
MetLife Study Finds Money Market Funds Losing Favor in DC Plans
The study also reveals a disconnect between the capital preservation recommendations advisers say they are providing and the actions plan sponsors are taking.
Plaintiffs Ask Court Not to Approve J.P. Morgan Stable Value Suit Settlement
Four of twelve class representatives say the $75 million J.P. Morgan agreed to pay is not enough.