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New Stable Asset Fund Option for Recordkeeping Clients

Need another reason to talk with clients about the benefits of stable value funds?

Explore our APEX Stable Asset Fund, which is now available to new recordkeeping clients on The Standard’s platform. Like our existing APEX stable value funds, this new fund offers a guaranteed return that reflects the current interest rate environment. The fund’s guaranteed rate from Jan. 1, 2024, through June 30, 2024, is 4.50%.

With historically higher rates than money market funds, stable value funds can provide better participant outcomes. One of the major benefits of stable value funds is they are backed by the full financial strength of the issuing insurance company. Clients gain from our experience with the stable value market and a professionally managed stable value portfolio.

Our new APEX fund gives you an opportunity to bring this competitive offering to more retirement plan clients, including those considering The Standard’s recordkeeping platform. It’s available through defined contribution plans, such as 401(k) and 403(b) plans. It may not be available in all states.

To connect with a stable value fund consultant, contact your regional vice president.

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