Demystifying Stable Value: An Interactive Discussion
Date: May 29, 2025
Time: 2:00 pm - 3:00 pm EST
This informative session will delve into the mechanics of stable value, breaking down the distinction with money market funds while highlighting the advantages of both. We’ll also explore the key differences between full service and investment only stable value options and clarify the concept of market value adjustments (MVAs), helping explain how they function within stable value contracts. Finally, we'll address the critical topic of fiduciary responsibility when selecting stable value investments, ensuring you understand your obligations and how to make prudent decisions.
By the end of the session, attendees will be able to…
- Understand how stable value investments work.
- Determine the pros and cons of stable value vs. money market funds.
- Learn the difference of using stable value in a full-service plan as opposed to an investment only option.
- Know what to expect with an MVA when moving a stable value program to a new provider.
- Explain the fiduciary responsibilities that come with selecting a stable value investment.
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
