Stable Value Investment Association

What Stable Value Investment Association does

Stable Value Investment Association (SVIA) is a non-profit 501(c)(6) trade association founded in 1990 and headquartered in Alexandria, Virginia, that serves as the leading U.S. industry body for stable value investments in defined contribution retirement plans. The association's membership encompasses public and private plan sponsors, insurance companies, banks, investment managers, and consultants, with 43+ member companies representing the bulk of the $856-902 billion stable value market. SVIA does not develop proprietary technology products; instead, it operates digital platforms (stablevalue.org, LinkedIn, Twitter, YouTube) for distributing research, whitepapers, and market data to industry participants, plan sponsors, and policymakers.

SVIA's core offerings include the Quarterly Characteristics Report and Annual Investment & Policy Survey Report, the Stable Times newsletter, topical whitepapers (e.g., on retirement income strategies, synthetic GIC risk, cash flow behavior), educational resources (Stable Value at a Glance, FAQs, Guide to Market Segments), and two flagship events: the Annual Fall Forum in Washington, DC and the Spring Seminar. The association is funded primarily through annual membership dues under the Value Program, with Gold partners contributing $15,000/year and Silver partners contributing $5,000/year. Its go-to-market is community-led, leveraging committee participation, conferences, peer working groups, and government relations advocacy to engage members and shape the regulatory and narrative environment around stable value.

The association's strategic positioning centers on three pillars: (1) producing the authoritative industry data and research on stable value, (2) acting as the unified voice before regulators, legislators, and the courts (exemplified by a 2025 amicus brief with the U.S. Chamber of Commerce in the Gonzalez v. JPMorgan matter), and (3) integrating stable value into emerging retirement income frameworks through partnerships with Mercer, the Institutional Retirement Income Council (IRIC), and Valerian Capital Group. The current president is Zach Gieske (as of 2025).

Name

Stable Value Investment Association

Legal name

Stable Value Investment Association

Website

https://stablevalue.org

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

SVIA is a non-profit 501(c)(6) trade association founded in 1990 that educates and advocates for the U.S. stable value investment industry, serving 43+ member companies including plan sponsors, insurance companies, banks, and investment managers through research, events, and policy advocacy.

Ownership category

akta.pro rank

Product category

Trade Association Services

NAICS

Business Associations (813910)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Stable value investments
• Retirement plan education
• Defined contribution research
• Trade association membership
• Retirement savings advocacy

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others, Technology or R&D

Revenue model

1. Membership Dues: SVIA generates revenue primarily through annual membership dues and Value Program contributions. Gold Value Program partners contribute $15,000 annually while Silver Value Program partners contribute $5,000 annually. These funds enable the association to educate plan sponsors, participants, and policymakers about stable value investments and respond to changing industry dynamics.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

SVIA is a non-profit trade association that educates retirement plan sponsors, participants, and policymakers about stable value investments through industry research, market data reports, whitepapers, and professional events. The association operates the Value Program with Gold ($15,000) and Silver ($5,000) annual membership tiers, publishes the Quarterly Characteristics Report and Annual Investment & Policy Survey Report, and hosts the Fall Forum and Spring Seminar events.

Product overview

Stable Value Investment Association (SVIA) is a non-profit industry association established in 1990 that serves as a leading authority on stable value investments in retirement savings. SVIA operates as a membership-based organization rather than a product company, offering a portfolio of educational resources, industry research publications, and professional events. The core offerings include the Quarterly Characteristics Report and Annual Investment & Policy Survey Report providing market data, the Stable Times newsletter and various whitepapers on retirement income strategies, educational guides like Stable Value at a Glance and FAQs, and industry events including the Fall Forum and Spring Seminar. The Value Program provides tiered membership (Gold/Silver) recognizing member financial contributions. The association represents all segments of the stable value investment community including public and private plan sponsors, insurance companies, banks, investment managers, and consultants, providing leadership before media, legislators, regulators, and opinion leaders.

Differentiator

Problem solved

Functional benefit

Products and services

• SVIA Value Program Membership Tiered membership program with Gold ($15,000 annual) and Silver ($5,000 annual) tiers that provides members with financial sponsorship recognition and access to SVIA's full suite of educational resources, research, events, and advocacy.
• Quarterly Characteristics Report Quarterly report containing stable value market data including crediting rates, duration, credit quality, portfolio quarterly returns, market-to-contract ratios, annualized gross yield, and expense ratios for the stable value industry.
• Annual Investment & Policy Survey Report Annual industry survey providing comprehensive data on stable value market size, investment characteristics, and policy trends. SVIA members are authorized to use data from this report in servicing materials.
• Fall Forum (Annual National Forum) Annual national forum held in Washington, DC bringing together members from all aspects of the stable value industry for dialogue about issues facing the industry. Next scheduled for October 5-7, 2026.
• Spring Seminar Spring educational seminar creating an agenda with speakers from the stable value industry for professional development and industry discussion.
• SVIA Whitepapers and Research Publications Research papers covering topics such as retirement income strategies, synthetic GIC risk assessment, participant cash flow drivers, and market-to-contract ratio analysis, produced independently and in collaboration with partners.
• Stable Times Newsletter

Quantifiable outcome

• Stable value funds hold $856-902 billion in defined contribution plan assets, representing approximately 8-10% of DC plan assets
• +3 more outcomes

Named customers15 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

37 partnerships are on record, tiered core, minor, gold and silver.

• Valerian Capital GroupcoreStrategic or Co-development Partner · 20 April 2026Collaborative research partnership producing industry-leading analysis of stable value participant cash flows and behavioral patterns. The joint whitepaper draws on an industry dataset covering more than two decades and approximately 80% of the individually managed stable value market.
• Institutional Retirement Income Council (IRIC)coreStrategic or Co-development Partner · 10 October 2025Partnership with IRIC to develop whitepaper 'Stable Value Funds as an In-Plan Retirement Income Strategy' emphasizing the role stable value can play in retirement income strategies particularly in target date funds and managed account frameworks.
• U.S. Chamber of CommercecoreStrategic or Co-development Partner · 9 June 2025Joint amicus brief filing in Gonzalez v. JPMorgan Chase Bank case in U.S. District Court for District of New Jersey. The brief supports JPMorgan's motion to dismiss a challenge to its use of a stable value fund, emphasizing stable value's role as a prudent, diverse, and flexible investment option for defined contribution plans.
• MercercoreStrategic or Co-development Partner · 14 October 2024Collaborative whitepaper partnership on 'Stable Value and the Retirement Tier' exploring how stable value can enhance retirement income strategies within the retirement tier framework for plan sponsors.
• University of Lyon (Actuarial Science Department)minorStrategic or Co-development Partner · 11 September 2023Academic research collaboration analyzing participant cash flows for individually managed stable value funds using fund-level data from 2000 to 2021 covering approximately 80% of the individually managed stable value plans in the market.
• Empower RetirementgoldGTM or Marketing PartnerGold Value Program partner providing financial support for SVIA's educational mission and initiatives related to stable value investments in retirement plans.
• Galliard Capital ManagementgoldGTM or Marketing PartnerGold Value Program partner supporting SVIA's efforts to educate plan sponsors and participants about stable value investments.
• Goldman Sachs Asset ManagementgoldGTM or Marketing PartnerGold Value Program partner contributing to SVIA's stable value education and advocacy initiatives.
• InvescogoldGTM or Marketing PartnerGold Value Program partner supporting SVIA's mission to educate the retirement savings community about stable value investments.
• MassMutualgoldGTM or Marketing PartnerGold Value Program partner providing financial resources for SVIA's educational initiatives.
• Metropolitan Life Insurance CompanygoldGTM or Marketing PartnerGold Value Program partner contributing to SVIA's stable value industry education efforts.
• New York LifegoldGTM or Marketing PartnerGold Value Program partner supporting SVIA's educational mission for stable value investments.
• Pacific LifegoldGTM or Marketing PartnerGold Value Program partner providing financial support for SVIA's stable value education initiatives.
• Prudential FinancialgoldGTM or Marketing PartnerGold Value Program partner supporting SVIA's mission to educate about stable value in retirement savings.
• TransamericagoldGTM or Marketing PartnerGold Value Program partner contributing to SVIA's educational and advocacy efforts for stable value investments.
• Voya FinancialgoldGTM or Marketing PartnerGold Value Program partner providing financial support for SVIA's stable value education mission.
• AthenesilverGTM or Marketing PartnerSilver Value Program partner supporting SVIA's stable value education and outreach initiatives.
• BroadridgesilverGTM or Marketing PartnerSilver Value Program partner contributing to SVIA's stable value industry education efforts.
• Columbia Threadneedle InvestmentssilverGTM or Marketing PartnerSilver Value Program partner supporting SVIA's educational mission for stable value investments.
• Corebridge FinancialsilverGTM or Marketing PartnerSilver Value Program partner contributing to SVIA's stable value education initiatives.
• Insight InvestmentsilverGTM or Marketing PartnerSilver Value Program partner supporting SVIA's mission to educate about stable value investments.
• John Hancock InvestmentssilverGTM or Marketing PartnerSilver Value Program partner contributing to SVIA's stable value education efforts.
• JPMorgan Asset ManagementsilverGTM or Marketing PartnerSilver Value Program partner supporting SVIA's educational mission.
• Lincoln Financial GroupsilverGTM or Marketing PartnerSilver Value Program partner contributing to SVIA's stable value industry education.
• Loomis, Sayles & CompanysilverGTM or Marketing PartnerSilver Value Program partner supporting SVIA's stable value education initiatives.
• MFS Investment ManagementsilverGTM or Marketing PartnerSilver Value Program partner contributing to SVIA's educational efforts.
• MissionSquare RetirementsilverGTM or Marketing PartnerSilver Value Program partner supporting SVIA's stable value education mission.
• Morley Capital ManagementsilverGTM or Marketing PartnerSilver Value Program partner contributing to SVIA's stable value industry education.
• Mutual of OmahasilverGTM or Marketing PartnerSilver Value Program partner supporting SVIA's educational initiatives.
• NationwidesilverGTM or Marketing PartnerSilver Value Program partner contributing to SVIA's stable value education efforts.
• OneAmericasilverGTM or Marketing PartnerSilver Value Program partner supporting SVIA's stable value education mission.
• PIMCOsilverGTM or Marketing PartnerSilver Value Program partner contributing to SVIA's educational efforts.
• RGAsilverGTM or Marketing PartnerSilver Value Program partner supporting SVIA's stable value industry education.
• Securian Financial GroupsilverGTM or Marketing PartnerSilver Value Program partner contributing to SVIA's stable value education initiatives.
• State Street Bank & Trust CompanysilverGTM or Marketing PartnerSilver Value Program partner supporting SVIA's educational mission.
• T. Rowe Price AssociatessilverGTM or Marketing PartnerSilver Value Program partner contributing to SVIA's stable value education efforts.
• Valerian Capital GroupsilverStrategic or Co-development PartnerSilver Value Program partner and research collaborator with SVIA on cash flow analysis and participant behavior research. Valerian co-authored whitepaper 'Insights from Twenty Years of Stable Value Cash Flow Data and Participant Behavior' with SVIA President Zach Gieske.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Insured Retirement Institute: A leading U.S. trade association for the retirement income industry, including annuities and stable value-adjacent products. Highly comparable as a non-profit membership organization providing research, advocacy, and education for institutional retirement product providers.
• SPARK Institute: Trade association for the retirement plan industry, covering recordkeepers, TPAs, and plan service providers. Comparable as a non-profit membership body focused on the U.S. defined contribution ecosystem that SVIA serves.
• Defined Contribution Institutional Investment Association (DCIIA): A non-profit association dedicated to the defined contribution institutional investment industry, with research and education focused on DC plan design. Directly comparable as a membership association serving large DC plan institutional investors.
• American Council of Life Insurers (ACLI): Trade association representing life insurance companies, many of which are SVIA Gold and Silver members offering stable value products (general account and synthetic GICs). Comparable as the broader industry association for SVIA's key member constituency.
• Plan Sponsor Council of America (PSCA): A non-profit organization representing 401(k) and other defined contribution plan sponsors. Comparable as a trade association whose members overlap directly with SVIA's plan sponsor constituents and whose policy interests frequently intersect.
• American Benefits Council: A non-profit association for employers sponsoring health and retirement benefits. Comparable as a membership organization focused on the U.S. employer-sponsored benefits system that includes the 401(k) plans central to SVIA's mission.
• ERISA Industry Committee (ERIC): A non-profit association advocating exclusively for large employers on ERISA and employee benefits policy. Comparable as a membership organization with parallel advocacy focus on the same regulatory framework governing 401(k) plans and stable value.

Broad incumbents

• Investment Company Institute (ICI): The leading U.S. association of investment companies, including mutual funds and ETFs. Comparable as a much larger, established industry association with overlapping members and similar advocacy/research mission, though serving a broader investment universe.
• LIMRA: A research and consulting organization serving the insurance and financial services industry, with deep retirement and annuity research. Comparable as an industry data and research provider with overlapping member base including SVIA's insurer members.

Emerging players

• National Association of Plan Advisors (NAPA): Industry association focused on retirement plan advisors and the advisors who serve plan sponsors. Comparable as a niche trade association within the same DC plan ecosystem, serving a related but more advisor-centric constituency.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/stablevalue
• YouTubeyoutube.com/c/StablevalueOrg
• LinkedInlinkedin.com/company/stable-value-investment-association

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stable Value Investment Association