Nationwide Financial Adds Stadion Money Management’s StoryLine 401(k) Solution to Managed Accounts Platform

Business Wire

StoryLine Small Business Retirement Planning Solution Redefines Retirement Prep for 401(k)’s Most Underserved Segment

WATKINSVILLE, Ga.--(BUSINESS WIRE)-- Stadion Money Management, a money management firm known for its defensively-oriented philosophy and strategies using ETFs, today announced that Nationwide has made Stadion’s StoryLine small business 401(k) solution available on its platform.

StoryLine, built with SPDR^® ETFs, has been designed specifically to address the needs of 401(k) participants in advisor-sold, small market plans. The solution presents a new level of customization for small plan participants, which Stadion sees as a discernable improvement over “one size fits all” target date strategies.

“At the core of Nationwide’s mission is the drive and desire to give every working American the tools and resources they need to help reach their retirement goals,” said Joe Frustaglio, vice president of retirement plan sales for Nationwide. “What makes StoryLine so appealing is its singular focus on small-plan participants, who often lack the same personalized planning opportunities provided to participants in larger plans.”

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.

For Nationwide’s financial advisors, the ‘halo’ benefit of StoryLine are the tools available to help deepen their relationships with sponsors and participants as they engage them at the plan level with tailored solutions. In turn, sponsors are then able to offer their employees access to individual personalized planning that goes beyond typical age- and risk-based investment strategies.

“Nationwide has been a valued partner to Stadion for many years and we’re delighted they elected to make StoryLine available on their platform,” said Tim McCabe, Senior Vice President and National Retirement Sales Director at Stadion. “Nationwide understands that no two plans or participants are exactly alike and offers a breadth of asset management solutions to enable complete customization. Every participant, regardless of plan size, deserves help determining where they want to go, and what they must do to get there.”

About Stadion Money Management

Established in 1993, Stadion Money Management is an independent firm headquartered near Athens, Georgia. Stadion’s proprietary money management process is focused on minimizing risk and participating in up markets through investments in ETFs. As of 3/31/16 Stadion managed approximately $3.7 billion. Visit Stadion Money Management at www.stadionmoney.com.

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 Markets, 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.

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

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