Watkinsville, Ga., July 23, 2019 – Stadion Money Management, known for building custom investment solutions for retirement plan advisors, plan sponsors and participants, announced today that Touchstone Retirement Group (TRG) has made Stadion’s managed account service StoryLine, built with SPDR® ETFs, available on its retirement solutions platform. TRG is one of the country’s leading providers of retirement plan recordkeeping services to employer sponsored retirement plans.
TRG focuses on delivering highly personal and customizable recordkeeping services to small and mid-sized employers. Through its use of open architecture recordkeeping, TRG allows plan sponsors to explore a large variety of investment opportunities. The firm is committed to providing plan participants with both the educational resources and account management tools necessary to achieve a financially secure retirement.
“TRG’s delivery of a competitive personalized service model for advisors complements our approach to the market,” said Jud Doherty, President & CEO of Stadion Money Management. “We’re delighted that they’ve chosen to make StoryLine available and look forward to a long and beneficial relationship with them.”
StoryLine’s innovative approach aims to recognize every plan sponsor and employee as unique and includes a plan’s existing lineup as the underlying investments. The StoryLine process first seeks insight into the overall plan make-up with the intent of tailoring default options for each plan sponsor. Then, 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’s delivery of customization at both the plan and participant level adds a valuable service to our recordkeeping services,” said Jonathan Duggan, Principal of TRG. “We’re pleased to make this solution available to the advisors who access our platform so that they can bring it to the attention of plan sponsors nationwide.”
TRG is a progressive thinking provider of retirement plan recordkeeping services to employer sponsored retirement plans of all kinds. Headquartered in Buffalo, NY with sales offices in Atlanta, GA and Dallas, TX, we provide services to hundreds of retirement plans around the country. TRG offers the perfect balance between high-touch customer service, competitive pricing and a high degree of customization to our advisors and the sponsors they serve. Learn more at www.tsretirement.com.
Founded in 1993, Stadion is an investment management firm that provides custom solutions to retirement plan advisors, plan sponsors and participants. We believe a one-size-fits-all investment approach does not account for the differences of each individual, which can result in participants not being prepared for retirement. Stadion provides products and personalized investment services designed to better prepare participants for retirement. As of 6/30/19, Stadion managed approximately $3.0 billion. Visit our website at www.stadionmoney.com for more information.
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 Advisors Funds Distributors, 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.
Stadion Money Management, LLC ("Stadion") is a registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Stadion, including fees, can be found in Stadion's ADV Part 2, which is available free of charge.
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