The Standard Adds Portability to APEX Series
The Standard Insurance Company has added the APEX Select Funds to its APEX Series. APEX Select includes APEX Select Capital Preservation, a market value adjustment product, and APEX Select Guaranteed Rate, a 12-month put product.
These funds are available to both The Standard’s recordkeeping clients and investment-only clients using third-party platforms.
These new products offer:
- Guaranteed crediting rates
- Opportunities for sponsors to buy out the MVA from their existing provider
- Portability across recordkeeping platforms
The APEX Select Capital Stability Fund’s guaranteed rate is 4.25% through June 30, 2026.
“The APEX Select Series gives participants the benefits of today’s market rate environment coupled with the long-term stability of a portfolio product,” said Scott Kaplan, vice president of Institutional Products at The Standard.
The funds are available for 401(k), 403(b) and pooled employer plans as well as other plan types. Funds may not be available in all states.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news.