fixed income

Houston, We Have a Solution: Effective Investment Menu Design
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
Ultimately, the value a retirement plan advisor brings to plan clients can be measured by how successful the mission is, which in retirement plan terms is measured in plan outcomes and participant readiness for retirement. Offering meaningful processes for investment selection and monitoring, benchmarking vendor services and fees, and supporting plan fiduciaries are now standard  Read More →
Bond Investing: A Sinking Ship or Much Ado About Nothing?
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
Time is a powerful modifier of perception and purpose.  No need to look any further than the frequent rumblings surrounding fixed income in the current rising interest rate environment. That isn’t to say the frequently touted “bond bubble” and rising interest rate topics are unimportant or overstated, it’s merely a reaction to the volume and  Read More →
Stable Value Fund Analysis
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
Stable value funds are cash alternative investment options within tax-qualified retirement plans. Similar to money market funds, stable value funds typically invest in high-quality, short-term fixed income assets. The book value of stable value funds are insured via wrap providers, allowing them to ensure principal preservation with the potential to earn a higher interest rate  Read More →

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