A Checklist for Assessing Stable Value Funds

Since they are designed to protect investors against declines in interest rates or drops in asset values, stable value funds—and the “wrap issuers” that insure their portfolios of high-quality corporate and government bonds—have drawn considerable scrutiny from institutional investors amid the current market turmoil. Unlike the 2008 Global Financial Crisis, stable value managers are not […]

Cybersecurity for DC Plans

Callan’s experts describe the best ways for defined contribution (DC) plans to prepare for what will be an almost inevitable cyberattack.

Restructuring a Multi-Manager Plan: A Case Study

View PDF By Ben Taylor and Michael Joecken In the most recent edition of the DC Observer, we described the restructuring of a city-sponsored 457(b) plan with nearly $1 billion in assets that uses multi-manager funds. The revamping process examined the investment fund structure, participant enrollment, and investment management fees. In our article we detailed the steps […]