Stadion’s StoryLine 401(k) Managed Account Solution Tops 500 Plans in Five Months since Introduction
Nationwide, Lincoln Financial, Mutual of
“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
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
“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,
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. 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
View source version on businesswire.com: http://www.businesswire.com/news/home/20161018006180/en/
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Source: Stadion Money Management
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