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SVIA Spring Seminar 2026 has ended
Monday, April 13
 

12:00pm CDT

Registration
Monday April 13, 2026 12:00pm - 6:00pm CDT
Grand Ballroom
Attendees are welcome to check into the conference and pick up name badges at the registration desk located in the Grand Ballroom Foyer. Shipped packages will be stored in SVIA's staff office, please ask at the registration desk for assistance.
Monday April 13, 2026 12:00pm - 6:00pm CDT
Grand Ballroom
  Registration

1:00pm CDT

Snack Break
Monday April 13, 2026 1:00pm - 2:30pm CDT
Grand Ballroom
Join us before the board meeting for a light snack break.
Monday April 13, 2026 1:00pm - 2:30pm CDT
Grand Ballroom
  Break

2:00pm CDT

Board of Directors Meeting
Monday April 13, 2026 2:00pm - 3:30pm CDT
Grand Ballroom
SVIA members are invited and encouraged to attend the board of directors meeting. Members will learn more about association initiatives and priorities. Please be advised that attendance at this meeting is a benefit of membership in the association.
Monday April 13, 2026 2:00pm - 3:30pm CDT
Grand Ballroom
  Meeting

4:00pm CDT

Issuer Study Group
Monday April 13, 2026 4:00pm - 5:00pm CDT
Crockett
SVIA board member Warren Howe of Metropolitan Life will host a discussion covering LIMRA's annual report and updating attendees on how SVIA's Data Committee could potentially provide similar quarterly reports. Attendance at this event is limited to issuers that currently participate in the LIMRA survey and attend the LIMRA meeting at the SVIA Fall Forum.
Monday April 13, 2026 4:00pm - 5:00pm CDT
Crockett
  Meeting, By Invitation

4:00pm CDT

Plan Sponsor Round Table
Monday April 13, 2026 4:00pm - 5:00pm CDT
Mexico
Meeting is limited to plan sponsors.
Monday April 13, 2026 4:00pm - 5:00pm CDT
Mexico
  Meeting

5:00pm CDT

Stable Value 101
Monday April 13, 2026 5:00pm - 5:30pm CDT
Grand Ballroom
Open to all new attendees and those who feel they may benefit, join us for a stable value overview where you'll have the opportunity to ask anything about the stable value industry and membership in SVIA.
Monday April 13, 2026 5:00pm - 5:30pm CDT
Grand Ballroom
  Meeting

5:30pm CDT

Welcome Reception for First Time Attendees
Monday April 13, 2026 5:30pm - 6:00pm CDT
Back Table Premier Room
Open to all new attendees and host volunteers, come join the members of the Membership Development Committee for a meet and greet where you'll have the opportunity to ask them anything about the stable value industry, membership in SVIA, and SVIA conferences.
Monday April 13, 2026 5:30pm - 6:00pm CDT
Back Table Premier Room
  Reception

6:00pm CDT

Welcome Reception
Monday April 13, 2026 6:00pm - 7:00pm CDT
Wharf Terrace
Cocktails, hors d'oeuvres, and good company to close the day. All attendees are invited, and guests and family are welcome to join.
Monday April 13, 2026 6:00pm - 7:00pm CDT
Wharf Terrace
  Reception

7:00pm CDT

Dinner at your leisure
Monday April 13, 2026 7:00pm - 8:00pm CDT
Monday April 13, 2026 7:00pm - 8:00pm CDT
  Break
 
Tuesday, April 14
 

7:00am CDT

Breakfast
Tuesday April 14, 2026 7:00am - 9:00am CDT
Harrison's
Breakfast, coffee, and conversation to start the day. All attendees are invited, and guests and family are welcome to join.
Tuesday April 14, 2026 7:00am - 9:00am CDT
Harrison's
  Break

7:30am CDT

Registration
Tuesday April 14, 2026 7:30am - 6:00pm CDT
Grand Ballroom Foyer
Attendees are welcome to check into the conference and pick up name badges at the registration desk located in the Grand Ballroom Foyer. Shipped packages will be stored in SVIA's staff office, please ask at the registration desk for assistance.
Tuesday April 14, 2026 7:30am - 6:00pm CDT
Grand Ballroom Foyer
  Registration

9:00am CDT

Opening Remarks
Tuesday April 14, 2026 9:00am - 9:15am CDT
Grand Ballroom

Speakers
avatar for Ben Soltsov

Ben Soltsov

Vice President, Stable Value Portfolio Manager, Goldman Sachs Asset Management
Ben is a Vice President and Stable Value Portfolio Manager at GSAM, responsible for construction and management of stable value portfolios. He is tasked with being the Stable Value Strategy Lead for the business, providing oversight for the stable value and wrapped fixed income platform... Read More →
avatar for Zach Gieske

Zach Gieske

President, SVIA
Zach Gieske is the President of the Stable Value Investment Association (SVIA), a non-profit trade association focused on educating retirement plan sponsors, policymakers, and the public about the importance of saving for retirement and the valuable role stable value can play in achieving... Read More →
Tuesday April 14, 2026 9:00am - 9:15am CDT
Grand Ballroom
  General Session

9:15am CDT

Identifying Gray Area Risks: A Cautionary Case Study
Tuesday April 14, 2026 9:15am - 10:00am CDT
Grand Ballroom
This session examines how decisions that are technically permissible can still create serious ethical, legal, and reputational risks, and how professionals operating in fiduciary roles must recognize those risks before they escalate. Drawing on one of the most consequential corporate failures in modern financial history, Andrew Fastow, former CFO of Enron, will share a first-person account of how...
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Introduction
avatar for Andrew Erman

Andrew Erman

Head of Stable Value Solutions Risk & Capital Management, Transamerica
Andrew brings financial transparency to complex problems with a keen eye towards operational efficiency and organizing for effectiveness. He is well versed in the fields of modeling, risk management, reinsurance, capital markets, systems transformations, predictive analytics, and... Read More →
Speakers
avatar for Andrew Fastow

Andrew Fastow

Mr. Fastow was the Chief Financial Officer of Enron Corp. from 1998 – 2001.  In 2004, he pled guilty to two counts of securities fraud, and was sentenced to six years in federal prison.  He completed his sentence in 2011, and now lives with his family in Houston, Texas.  Mr... Read More →
Tuesday April 14, 2026 9:15am - 10:00am CDT
Grand Ballroom
  General Session

10:00am CDT

Break
Tuesday April 14, 2026 10:00am - 10:15am CDT

Tuesday April 14, 2026 10:00am - 10:15am CDT
  Break

10:15am CDT

The State of Lifetime Income in DC Plans: A Cerulli Research Update
Tuesday April 14, 2026 10:15am - 11:00am CDT
Grand Ballroom
Cerulli Associates presents the latest research on the defined contribution lifetime income market covering product trends, sponsor attitudes, participant demand, and where stable value fits in the evolving retirement income landscape.
Introduction
avatar for Kallan Yee

Kallan Yee

Vice President, PIMCO
Kallan Yee is a vice president and stable value strategist on the defined contribution solutions team at PIMCO. Prior to joining PIMCO in 2025, Ms. Yee served as an account manager for State Street’s stable value wrap business. She has 15 years of investment and financial services... Read More →
Speakers
avatar for Christopher Bailey

Christopher Bailey

Chris is a Director in Cerulli’s Retirement practice. He leads research and analysis that covers key aspects of the retirement industry, including defined contribution (DC) plan recordkeeping, DC plan investments, and the individual retirement account (IRA) market. His research... Read More →
04 14 Cerulli Retirement Income SVIA pdf
Tuesday April 14, 2026 10:15am - 11:00am CDT
Grand Ballroom
  General Session

11:00am CDT

Recordkeeper Insights: Cash Flows and Participant Behavior
Tuesday April 14, 2026 11:00am - 11:45am CDT
Grand Ballroom
What are participants actually doing with their money right now? Recordkeepers bring the data on contributions, transfers, and withdrawals, and unpack how volatility and rate movements are driving participant decisions, and what those patterns signal for what comes next.
Speakers
avatar for Tom Manente

Tom Manente

Vice President Stable Value Solutions, Empower

avatar for Amy Montford

Amy Montford

Vice President Individual Retirement Solutions, Principal
Amy Montford is the Vice President of Individual Retirement Solutions, Principal Life Insurance Company® and Chief Executive Officer of Principal Advised Services at Principal Financial Group®. Her background has been across a wide array of businesses, including over 25 years... Read More →
avatar for Christelle Ngnoumen

Christelle Ngnoumen

Voya
Christelle Ngnoumen is AVP of Behavioral Finance Research at Voya Financial, where she leads behavioral research and experimentation efforts focused on helping people boost their retirement savings and benefits utilization. She leverages behavioral science to design digital experiences... Read More →
avatar for Xin Zhou

Xin Zhou

Xin Zhou is a portfolio manager of the Stable Value Intermediate strategies in the Fixed Income Division. She co-manages the separate account portfolios and the Stable Value Common Trust Fund. Xin is a member of the Low Duration Investment, Stable Value Advisory, and Synthetic Investment... Read More →
Tuesday April 14, 2026 11:00am - 11:45am CDT
Grand Ballroom
  General Session

1:00pm CDT

SVIA Golf Tournament (1PM Shotgun Start)
Tuesday April 14, 2026 1:00pm - 5:00pm CDT
Pro Shop
Shotgun start at 1 p.m. on Tuesday, April 14th. We’re playing the North Course. Groups may either play a scramble or each golfer may play their own ball. If a group of three is playing a scramble, you may rotate golfers to take a fourth shot.  We should be able to play in 4-4.5 hours.  The golf course is on the property and about a four-minute walk. You may request a shuttle at the...
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Tuesday April 14, 2026 1:00pm - 5:00pm CDT
Pro Shop
  Break

2:00pm CDT

Networking Break
Tuesday April 14, 2026 2:00pm - 3:30pm CDT
Forest Oasis Pavilion
Join us for an informal, pool-side, networking opportunity. Take a break or schedule a meeting. Seating, snacks, and beverages provided. 
Tuesday April 14, 2026 2:00pm - 3:30pm CDT
Forest Oasis Pavilion
  Break

6:00pm CDT

Reception
Tuesday April 14, 2026 6:00pm - 7:00pm CDT
Forest Deck
Cocktails, hors d'oeuvres, and good company to close the day. All attendees are invited, and guests and family are welcome to join.
Tuesday April 14, 2026 6:00pm - 7:00pm CDT
Forest Deck
  Reception

8:30pm CDT

Transamerica Lounge
Tuesday April 14, 2026 8:30pm - 11:30pm CDT
Forest Deck
Join us at the Transamerica Lounge during the SVIA Spring Seminar. This is a great opportunity to unwind, network, and connect with peers in a relaxed setting.
Tuesday April 14, 2026 8:30pm - 11:30pm CDT
Forest Deck
  Transamerica Lounge
 
Wednesday, April 15
 

7:00am CDT

Breakfast
Wednesday April 15, 2026 7:00am - 9:00am CDT
Emerald Ballroom
Breakfast, coffee, and conversation to start the day. All attendees are invited, and guests and family are welcome to join.
Wednesday April 15, 2026 7:00am - 9:00am CDT
Emerald Ballroom
  Break

7:45am CDT

Registration
Wednesday April 15, 2026 7:45am - 8:00am CDT
Grand Ballroom Foyer
Attendees are welcome to check into the conference and pick up name badges at the registration desk located in the Grand Ballroom Foyer. SVIA will have space for luggage storage if you'd like to check out early, check with the registration desk for instructions.
Wednesday April 15, 2026 7:45am - 8:00am CDT
Grand Ballroom Foyer
  Registration

8:00am CDT

Luggage Storage | 11AM Check-out
Wednesday April 15, 2026 8:00am - 11:00am CDT
Ballroom 3
Attendees may store luggage in Ballroom 3. Check-out is at 11:00 AM.
Wednesday April 15, 2026 8:00am - 11:00am CDT
Ballroom 3
  Registration

9:00am CDT

Opening Remarks: Day 2
Wednesday April 15, 2026 9:00am - 9:15am CDT
Grand Ballroom

Speakers
avatar for Magda Mankel

Magda Mankel

Community Manager, SVIA
Dr. Magda Mankel (PhD) is the Community Manager of the Stable Value Investment Association (SVIA), a non-profit trade association focused on educating retirement plan sponsors, policymakers, and the public about the importance of saving for retirement and the valuable role stable... Read More →
avatar for Maya Pillai

Maya Pillai

AVP, Head of Stable Value Wrap
Maya is responsible for managing the Stable Value Wrap team, which focuses on market development and growth. Maya works with Stable Value Investment Managers to provide a Stable Value option for retirement plan participants and education savings account holders. Since 2009, Maya has... Read More →
Wednesday April 15, 2026 9:00am - 9:15am CDT
Grand Ballroom
  General Session

9:15am CDT

The Road Ahead: A Macro Market Outlook
Wednesday April 15, 2026 9:15am - 10:00am CDT
Grand Ballroom
Geopolitical uncertainty, tech disruption, and late-cycle dynamics have driven headlines and market action this year. Join us for perspectives on what that means for the macro economy and markets going forward.
Introduction
avatar for Ben Soltsov

Ben Soltsov

Vice President, Stable Value Portfolio Manager, Goldman Sachs Asset Management
Ben is a Vice President and Stable Value Portfolio Manager at GSAM, responsible for construction and management of stable value portfolios. He is tasked with being the Stable Value Strategy Lead for the business, providing oversight for the stable value and wrapped fixed income platform... Read More →
Speakers
avatar for Jennifer Guenther

Jennifer Guenther

VP and Senior Market Strategist, Goldman Sachs Asset Management
Jen Guenther is a Vice President and Senior Market Strategist in the Client Solutions Group within Goldman Sachs Asset Management, focusing on global capital markets research, macroeconomic strategy, and client engagement. Jen and her team in Market Strategy deliver macro and... Read More →
4 15 Market Perspectives pdf
Wednesday April 15, 2026 9:15am - 10:00am CDT
Grand Ballroom
  General Session

10:00am CDT

ERISA: The Next 50 Years
Wednesday April 15, 2026 10:00am - 10:45am CDT
Grand Ballroom
This panel brings together some of the most respected policy experts and legal practitioners in the ERISA community for a forward-looking conversation on the next fifty years of retirement policy. Expect candid perspectives on regulatory priorities, evolving fiduciary expectations, and the structural changes likely to reshape the retirement system in the decades ahead from panelists who have spent...
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Introduction
avatar for Maria Cimino

Maria Cimino

Vice President, In-force Product Management, Prudential
Speakers
avatar for Kendra Isaacson

Kendra Isaacson

Principal, Mindset
Kendra is a Principal in the Insurance, Retirement and Healthcare practice at Mindset.Prior to joining Mindset, she served as the Pensions Policy Director and Senior TaxCounsel for the Senate President Pro Tempore Patty Murray and the Senate Committeeon Health, Education, Labor, and... Read More →
avatar for Chantel Sheaks

Chantel Sheaks

Vice President of Retirement Policy, U.S. Chamber of Commerce
Chantel Sheaks is Vice President of Retirement Policy at the U.S. Chamber of Commerce. She develops, promotes, and publicizes the Chamber’s policy on retirement plans, nonqualified deferred compensation, and Social Security. In addition, Chantel regularly meets with members of Congress... Read More →
avatar for Tina Anstett

Tina Anstett

Executive, J.P. Morgan
Tina oversees the development and delivery of retirement insights, focusing on the regulatory and legislative landscape. A technical translator with deep industry experience from the legal, regulatory, service provider, financial professional, and plan sponsor perspectives, she is... Read More →
Wednesday April 15, 2026 10:00am - 10:45am CDT
Grand Ballroom
  General Session

10:45am CDT

Thirty Years In: Rethinking How We Position Stable Value
Wednesday April 15, 2026 10:45am - 11:30am CDT
Grand Ballroom
For three decades, the industry has explained stable value to plan sponsors in much the same way. As rates normalize and the gap between stable value and money market narrows, the some interesting questions are coming into focus: What has the industry learned from thirty years of positioning this asset class? Where is stable value actually showing up in new product design, from co-manufactured...
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Speakers
avatar for Karen Chong-Wulff

Karen Chong-Wulff

Founder & Principal, Samaritan Consulting LLC
Karen is the Founder and Principal of Samaritan Consulting LLC. With 40 years of experience in the stable value industry and a proven track record in stable value investing, she provides her clients with stable value related expert insight and strategic guidance. 
Karen was the Interim Chief Investment Officer and for over 17 years, the Head of Fixed Income at MissionSquare Retirement before serving in her current role. Prior to joining the firm, she was Senior Portfolio Manager and Director for Stable Value Investments at DuPont Capital Management... Read More →
avatar for Joe Dionne

Joe Dionne

Vice President, JPMorgan Asset Management
Joe Dionne, vice president, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Newark, Joe is an investment specialist focusing on Stable Value and Defined Contribution solutions and is responsible for stable value product design, oversight of the stable value products, wrap... Read More →
avatar for Preet Prashar

Preet Prashar

Director of Defined Contribution Strategic Research Teams, Mercer
Preet Prashar is a Director of Defined Contribution Strategic Research Teams at Mercer and is based out of the Chicago office. Preet is involved in advising Mercer’s DC clients on topics covering target date, retirement income, and stable value. He has covered research for target... Read More →
avatar for Yolanda Reyes White

Yolanda Reyes White

Relationship Manager, Morley Capital Management, Inc.
Yolanda is a relationship manager responsible for building and retaining relationships with prospective and existing clients directly and through consultants, platforms, TPAs and advisors. Yolanda has 19 years of financial service experience, including 14 years in stable value. Prior... Read More →
Wednesday April 15, 2026 10:45am - 11:30am CDT
Grand Ballroom
  General Session

11:30am CDT

Closing Remarks
Wednesday April 15, 2026 11:30am - 11:35am CDT
Grand Ballroom
Thank you for attending the 2026 Spring Seminar! We appreciate your time, engagement with speakers and sessions, and the energy you brought to discussions and networking. Please take a few moments to complete the feedback poll, your input is invaluable when planning future conferences.
Speakers
avatar for Ben Soltsov

Ben Soltsov

Vice President, Stable Value Portfolio Manager, Goldman Sachs Asset Management
Ben is a Vice President and Stable Value Portfolio Manager at GSAM, responsible for construction and management of stable value portfolios. He is tasked with being the Stable Value Strategy Lead for the business, providing oversight for the stable value and wrapped fixed income platform... Read More →
avatar for Zach Gieske

Zach Gieske

President, SVIA
Zach Gieske is the President of the Stable Value Investment Association (SVIA), a non-profit trade association focused on educating retirement plan sponsors, policymakers, and the public about the importance of saving for retirement and the valuable role stable value can play in achieving... Read More →
Wednesday April 15, 2026 11:30am - 11:35am CDT
Grand Ballroom
  General Session
 

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Monday, April 13
Tuesday, April 14
Wednesday, April 15
Back Table Premier Room
Ballroom 3
Crockett
Emerald Ballroom
Forest Deck
Forest Oasis Pavilion
Grand Ballroom
Grand Ballroom Foyer
Harrison's
Mexico
Pro Shop
Wharf Terrace
  • Break
  • General Session
  • Meeting
  • Reception
  • Registration
  • Transamerica Lounge