Evaluating MVA Equalizers: Understanding Risk Transfer Mechanics in Stable Value Products
Date: September 23, 2025
Time: 2:00 pm - 3:00 pm EST
Stable value funds (SVFs) continue to play an important role in retirement savings portfolios. However, the underlying mechanics of SVFs—such as market value adjustments (MVAs) and Equalizers—are often misunderstood. Attendees will learn ways to address MVAs, the equalizer landscape and questions to ask while evaluating MVA equalizers.
By the end of the session, attendees will be able to:
- Gain insight into the growing demand for stable value investment options.
- Explore the intricate mechanics of Market Value Adjustment (MVA) provisions.
- Discover how equalizers can enhance participant equity and improve overall plan performance.
Sponsored by:
The Standard is the marketing name for StanCorp Financial Group, Inc., and its subsidiaries. StanCorp Equities, Inc., member FINRA, wholesales a group annuity contract issued by Standard Insurance Company and a mutual fund trust platform for retirement plans. Standard Retirement Services, Inc., provides financial recordkeeping and plan administrative services. StanCorp Equities, Inc., Standard Insurance Company, and Standard Retirement Services, Inc. are subsidiaries of StanCorp Financial Group, Inc., and all are Oregon corporations.
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
