Programs

  • Program 1 [2020]

    NATIONAL FORUM: ANNUAL MEMBERSHIP AND NATIONAL FORUM MEETING THAT FOCUSES ON POLICY INITIATIVES AFFECTING DEFINED CONTRIBUTION PLAN RETIREMENT SAVINGS AND STABLE VALUE FUNDS AS AN INVESTMENT VEHICLE IN DEFINED CONTRIBUTION PLANS. THE FALL FORUM FOCUSES ON POLICY AND REGULATORY ISSUES THAT AFFECT RETIREMENT SAVINGS AND INVESTING AS WELL AS STABLE VALUE FUNDS.
    Geographies
    Not indicated
    Dates
    Jan 1, 2020 – Dec 31, 2020
    Source
    990
    No causes provided
    No populations provided
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  • Program 2 [2020]

    GOVERNMENT RELATIONS: EDUCATE POLICYMAKERS ON THE IMPORTANCE OF RETIREMENT SAVINGS AND THE ROLE THAT STABLE VALUE PLAYS IN ACHIEVING RETIREMENT INCOME SECURITY GOALS FOR PLAN PARTICIPANTS AND THEIR BENEFICIARIES. THIS INCLUDED PARTNERING WITH THE DOL, CFTC, SEC, RELEVANT CONGRESSIONAL COMMITTEES ON A HOST OF RETIREMENT/INVESTMENT INCLUDING CFTC-SEC STUDY OF STABLE VALUE, DOL PROPOSED FIDUCIARY RULES, FASB ACCOUNT REPORTING FOR STABLE VALUE FUNDS AND EXPANDING DC COVERAGE.
    Geographies
    Not indicated
    Dates
    Jan 1, 2020 – Dec 31, 2020
    Source
    990
    No causes provided
    No populations provided
    –
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  • SVIA Education and Government Relations

    SVIA'S THREE PRIMARY EFFORTS CONSIST OF EVENTS, COMMUNICATIONS AND EDUCATION, AND GOVERNMENT RELATIONS. IN 2022, THE SVIA HELD A VIRTUAL SPRING SEMINAR AND AN IN-PERSON FALL FORUM AND ANNUAL MEMBERSHIP MEETING. THE SVIA'S COMMUNICATIONS AND EDUCATION INITIATIVES EXPANDED TO INCLUDE ARTICLES ADDRESSING STABLE VALUE PRODUCT CHARACTERISTICS AND HOW STABLE VALUE PRODUCTS RESPOND TO A DYNAMIC INTEREST RATE ENVIRONMENT. WITH RESPECT TO GOVERNMENT RELATIONS, THE SVIA ENGAGED IN EDUCATIONAL EFFORTS WITH RESPECT TO THE DOL'S FIDUCIARY RULES, PROPOSED QPAM REGULATIONS, AND CONGRESSIONAL EFFORTS TO PROVIDE PARITY TO 403(B) PLANS BY PERMITTING THEIR USE OF COLLECTIVE INVESTMENT TRUSTS AND INSURANCE SEPARATE ACCOUNTS AND INVESTMENT CONTRACTS.
    Geographies
    Not indicated
    Dates
    Jan 1, 2022 – Dec 31, 2022
    Source
    990
    No causes provided
    No populations provided
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    –