Custom Advisor Managed Account Services
Solutions for your business model
Custom Advisor Managed Account Services
Solutions for your business model
We recognize and respect the value that retirement plan advisors offer plan sponsors and participants.
Our flexible managed account platform supports advisors' fiduciary roles in the construction and delivery of the service. From selecting the underlying investments, to determining the core asset allocations and glide paths, we strive to enable advisors to deliver a managed account in way that best fits your business model.
Multiple Underlying Investment Options
Advisors can select the investments or models they want included. These can include passive, active, and/or alternative asset classes.
Build Glide Path Sub Asset Allocation
Advisors can adjust the weightings of the underlying allocations relative to the S&P Target Date Index or a benchmark they choose.
Select Custom Default Glide Path
Based on the plan’s characteristics (demographics, workforce type, etc.), advisors can select a default glide path or design their own glide path.
Select Additional Glide Paths
Advisors can select additional glide paths which allows you to incorporate risk tolerance and offer participant personalization through a managed account.
Consultative Process
Advisors can meet with our Investment Team to discuss their investments line-ups and how to create strategies that may help you grow your business while offering innovative options to plan participants.
Improving your approach to default money
Stadion offers an innovative service called "Personalized QDIA" in which we create custom participant-level portfolios utilizing data passed to us from recordkeeping partners. This strategy allows participants to get the help they need without lifting a finger.
Our Focus on Personalization
Learn more about our focus on personalization.
Find out more
To learn more about Stadion’s custom advisor managed account strategies and how they may work for your firm, please contact your Stadion representative or email us
Email us1The list represents examples of participant data inputs. Stadion may consider using any input(s) referenced, as well as inputs that are not listed. Actual data used may vary based on the recordkeeper and participant.
2Life Expectancy is derived by comparing participant's state of residence with the National Vital Statics Reports’ US State Life Tables.
3Desired cash withdrawal is a participant input based on a post-retirement, periodic withdrawal from their retirement plan account. The desired withdrawal amount may not be attainable based on factors such as time horizon, account balance, investment performance, and availability of suitable investment allocations. The frequency of the desired withdrawal may not be available based on the design of a plan’s distribution features.
Past Performance is no guarantee of future results. Investments are subject to risk, and any of Stadion's investment strategies may lose money.