StoryLine Makes Retirement Planning a Reality for Small- and Micro-Plan 401(k) Participants
Watkinsville, Ga., January 9, 2016 – Stadion Money Management, known for its asset allocation solutions using ETFs and alternative investment strategies, today announced that Ameritas has become the fifth company to add Stadion’s StoryLine small business 401(k) solution to its retirement platform. StoryLine made its market debut in April 2016.
StoryLine, built with SPDR® ETFs, is an innovative retirement planning solution built specifically for 401(k) participants in advisor-sold small-market plans. StoryLine takes plan customization to an entirely new level, which Stadion sees as a distinct improvement over “one size fits all” target date strategies.
“Ameritas is a highly visible and respected company in the insurance, employee benefits and financial services industry,” said Jud Doherty, President & CEO of Stadion Money Management. “We’re delighted they’ve added StoryLine to their retirement platform, and we look forward to working with them in the years ahead.”
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.
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 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 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.
Past Performance is no guarantee of future results. Investments are subject to risk, and any of Stadion's investment strategies may lose money.