Stable Value Funds: A Risk-Free Dilemma White Paper

An analysis of the appropriate use of stable value funds in participant-directed retirement plans | November 17, 2020


Insurance company fixed (or general) accounts and stable value funds are prevalent across defined contribution retirement plans. Stable value funds often account for a large portion of a plan’s total assets, particularly in governmental retirement plans where they commonly account for 20-40% or more. But, is that a sound and rational choice for most investors? What role should stable value play for a person saving and investing for retirement?

Chief Investment Officer Kip Robbins, CFA, and President Josh Schwartz, AIF, explore these topics.

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