New Stable Value Funds Combine Competitive Design With Operational Simplicity

Building on the success of our APEX stable value funds, The Standard has launched APEX Select, products that combine the APEX design popular among retirement plan advisors with operational simplicity.

APEX Select will be available to both recordkeeping and investment-only clients and leverages the benefit of the current higher rate environment with the long-term stability of a portfolio-rate fund. These new funds are designed to offer competitive rates, plan and participant flexibility, additional market value adjustment coverage and full portability among platforms.^*

"With APEX Select we sought to design a product that capitalizes on being able to offer a competitive rate today due to the attractive yields in the current market environment while also offering the long-term stability of a portfolio-rate stable value product,” said Ken Waineo, senior director of Institutional Products at The Standard.

The APEX Select Capital Stability Fund guaranteed rate is 4.25% through June 30, 2026.

There are two flavors of APEX Select, allowing plan sponsors to choose the discontinuance option that best suits the plan, including a 12-month put and a market-value adjustment solution.

The Standard offers a variety of stable value solutions for employers and participants including solutions that can cover the expense of market value adjustments from prior providers.

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