Stadion’s StoryLine 401(k) Managed Account Solution Tops 500 Plans in Five Months since Introduction

Business Wire

Nationwide, Lincoln Financial, Mutual of Omaha, Guardian First Platforms to Adopt StoryLine

WATKINSVILLE, Ga.--(BUSINESS WIRE)-- Stadion Money Management, known for its asset allocation solutions using ETFs, today announced that its “StoryLine. Built with SPDR® ETFs” 401(k) managed account solution has signed up more than 500 plans since it made its platform debut. StoryLine was developed for the advisor-sold, micro- and small-plan markets, arguably the 401(k) industry’s most important, yet underserved segment of plan participants.

“StoryLine is off to an even better start than expected. We believe its reception confirms that sponsors and participants need a more personalized managed account solution than target date funds,” said Jud Doherty, President and CEO of Stadion Money Management. “That so many plan sponsors have chosen StoryLine this quickly is tremendous validation that customized solutions are welcome innovations in the advisor sold 401(k) marketplace. We believe it confirms the demand for scalable, participant-focused, technology-based solutions that help small-plan employers and participants tailor their own retirement outcome.”

StoryLine’s innovative approach recognizes every 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 plan sponsor. Then, with Stadion’s new participant-centric web interface, employees can further define their individual investment paths based on personal risk profiles. StoryLine allows – at the employee’s discretion – the inclusion of outside and spousal assets to facilitate more comprehensive retirement planning. The end goal is to have each participant on a personalized path that goes well beyond typical age- based investment strategies.

StoryLine is currently available on the retirement platforms of Nationwide, Lincoln Financial, Mutual of Omaha and Guardian, with others expected to be announced in the coming months.

“In the grand scheme of things, StoryLine is a young product, but its roots extend all the way back to 1993 when we first started managing the retirement assets of plan sponsors and participants,” said Stadion’s Retirement National Sales Director, Tim McCabe. “Since that time, we’ve stuck to our knitting, working diligently to develop innovative retirement products and solutions that aren’t just more effective, but are designed to occupy the ‘no man’s land’ between dramatically improving what already exists and introducing what the industry doesn’t realize it needs.”

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 9/30/16, Stadion managed approximately $3.5 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. Plans that have signed-up with StoryLine include plans whose assets are currently being managed within the StoryLine service, as well as plans that have completed the paperwork necessary to begin using the StoryLine service. SMM-102016-736