Lifting The Veil On Stable Value Panelists: Jim Roche – The Standard | Marian Marinack – Federated Speaker – Prudential | Moderated by: Gregory Woods – BPAS
Agenda Introduction of Panelists Brief description of Panelist funds Underlying Assets Effective Duration Asset Allocation Wrap Provider Product Types and Where They Can Be Used (403b) General Account Products Collective Funds Separate Accounts
Agenda Termination Provisions Market Value Adjustment Puts – 12 month, 24 month Interest Rate Environment Effects on Yield, MVA, Wrap Capacity What Innovations/Changes On the Horizon What’s On the Horizon? Rule changes for Collective Funds? Loosening Competing Fund Restrictions?
Overview of Funds
Questions?
Contact Greg Woods BPAS gwoods@bpas.com