July Business Services Taps Stadion’s StoryLine 401(k) Solution for Retirement Plan Platform

Business Wire

WATKINSVILLE, Ga.--(BUSINESS WIRE)-- Stadion Money Management, known for its participant-level, customized retirement solutions, today announced that July Business Services (JULY), a leading national retirement plan provider, has added Stadion’s managed account solution, StoryLine, built with SPDR^® ETFs, to its retirement platform. July Business Services provides custom plan design and hands-on services for plan setup, operation and administration. JULY is one of the nation’s premier independent retirement plan recordkeepers with a long history of high-touch service, plan design expertise, investment flexibility and advanced technology.

“We are thrilled that July Business Services is adding StoryLine to its retirement plan offering,” said Jud Doherty, President & CEO of Stadion Money Management. “JULY and Stadion share similar views on the necessity for customized participant-level retirement solutions, and we look forward to a long and mutually beneficial relationship with them. Additionally, JULY’s focus on improving participants’ retirement experience through technology is a great value-add.”

StoryLine, built with SPDR® ETFs, is an innovative retirement planning solution built specifically for 401(k) participants in advisor-sold plans. StoryLine offers plan level customization with the option of participant level customization, which Stadion sees as a distinct improvement over “one size fits all” target date strategies. StoryLine, which made its market debut in 2016, has approximately $600 million in AUM and approximately 1100 plans through year end.

“We are excited about adding Stadion as a solution for personalized participant account management to our open architecture retirement platform,” said John Humphrey, JULY’s President and CEO. “Stadion’s experience and approach to simplifying participant investing aligns nicely with JULY’s strategy of making retirement planning easy for employers and participants.”

StoryLine’s innovative approach recognizes every plan sponsor and employee as unique. Its participant-centric web interface is designed to encourage employees to define their individual investment paths based on personal risk profiles, expectations, and goals. StoryLine also allows – at the employee’s discretion – the inclusion of outside assets to facilitate more comprehensive retirement planning. The end goal of this is to have each participant on a retirement 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.

About JULY

Since 1994, July Business Services has been a leading retirement plan provider that supports financial advisors and their clients by delivering successful retirement plan strategies through its fully independent, open-architecture retirement plan recordkeeping platform and plan administration services. JULY brings unbiased, expert knowledge to all facets of the retirement plan process including customized plan design, leading technology, and hands-on implementation and management of the plan. JULY supports clients with an expansive, conflict-free investment platform, including ETFs, collective trusts, professionally managed portfolios, and mutual funds. For more information about JULY, visit www.julyservices.com.

About Stadion Money Management

Established in 1993, Stadion Money Management is an independent firm headquartered near Athens, Georgia. Stadion’s proprietary money management focuses on asset allocations using ETFs and liquid alternative strategies designed to minimize risk while achieving investor objectives. As of 12/31/17 Stadion managed approximately $3.3 billion. Visit Stadion Money Management at www.stadionmoney.com.

Past Performance is no guarantee of future results. Investments are subject to risk, and any of Stadion's investment strategies may lose money.

StoryLine is a marketing term associated with investment advisory services and products provided by Stadion Money Management, LLC. Certain of the StoryLine accounts and funds utilize exchange-traded funds that bear the SPDR® trademark to implement Stadion’s investment strategy. Stadion receives both an annual payment and reimbursement for certain marketing and other assistance in connection with the StoryLine Accounts from State Street Global Advisors or its affiliates in connection with Stadion’s use of SPDR® ETFs in the StoryLine Accounts. StoryLine is not managed, sponsored or endorsed by State Street Global Advisors or its affiliates and is not guaranteed by Stadion or its affiliates or by State Street Global Advisors or its affiliates. No party makes any representation or warranty, express or implied, regarding the advisability of investing in the StoryLine Accounts, including “StoryLine. Built with SPDR® ETFs.” State Street Global Advisors has no obligations to take into consideration the StoryLine Accounts or investors in the StoryLine Account when managing or creating SPDR® ETFs. Standard & Poor’s®, S&P®, S&P 500®, Standard & Poor’s 500, 500, Standard & Poor’s Depositary Receipts, and SPDRs® are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use by State Street Global Advisors Funds Distributors, LLC.

Standard & Poor’s®, S&P® and SPDR® are registered trademarks of Standard & Poor’s Financial Services LLC(S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

SMM-032018-270