StoryLine Makes Retirement Readiness a Reality for All 401(k) Participants
StoryLine, built with SPDR® ETFs, is a break-through retirement planning solution built specifically for 401(k) participants in advisor-sold small-market plans. StoryLine takes plan customization to an entirely new level, which Stadion sees as a distinct improvement over “one size fits all” target date strategies.
“A common problem we see in the retirement landscape today is that many plan participants are asking for professional advice and tailored solutions but it’s simply not made available to them,” said
StoryLine’s innovative approach recognizes every plan sponsor and employee as unique. The StoryLine process first seeks insight into the overall plan make-up with the intent of tailoring default options for each individual company. Then, with Stadion’s participant-centric web interface, employees will be encouraged to further define their individual investment paths based on personal risk profiles, expectations, and goals. StoryLine will also allow – at the employee’s discretion – the inclusion of outside and spousal assets to facilitate more comprehensive retirement planning. The end goal of this is to have each participant on a path personalized to their own circumstances and needs.
StoryLine helps financial advisors deepen their relationships with sponsors and participants by engaging them at the plan level with tailored solutions. In turn, sponsors are able to offer their employees access to individual personalized planning that goes beyond typical age- and risk-based investment strategies.
“We’re delighted that Mutual of
About Stadion Money Management
Established in 1993, Stadion Money Management is an independent firm headquartered near
StoryLine is a marketing term associated with investment advisory services and products provided by
Standard & Poor’s®, S&P® and SPDR® are registered trademarks of Standard & Poor’s
Past performance is no guarantee of future results. Investments are subject to risk, and any of Stadion’s investment strategies may lose money. SMM-092016-664
Source: Stadion Money Management