StoryLine

Turnkey Managed Account Strategies

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StoryLine: Personalized investment solutions designed to help improve retirement outcomes.

Stadion’s Managed Account Service, StoryLine, goes beyond simple asset allocation. StoryLine is a comprehensive investment service that seeks to improve retirement outcomes for participants. This is done by incorporating risk tolerance and other necessary data points to create a personalized investment portfolio.

Path to Personalization

StoryLine can use participant data provided by a recordkeeping platform to build personal allocations. Participants can then further customize their portfolio through an online participant experience. To learn more about how we manage default assets, click here.
 


Why Stadion’s StoryLine Managed Account?

  • Advisor does not need to select funds
  • Available with customized plan level default glide paths designed to align with the participant population
  • Personalized investment portfolios based on individual participant factors
  • As a participant fiduciary, Stadion is required to act in the best interest of participants
  • Independent, non-proprietary service
  • No plan-level fee
  • Participant communication program and Call Center support

StoryLine Options

StoryLine can be constructed utilizing either:

  • StoryLine, built with SPDR® ETFs
  • StoryLine, built using a plan’s fund lineup

To learn more about Stadion’s turnkey managed account strategies and how StoryLine may work for your firm, please contact your Stadion representative or email support@stadionmoney.com.

1 The 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.

Past performance is no guarantee of future results. Investments are subject to risk, and any of Stadion’s investment
strategies may lose value. This is the disclaimer style.

There is no guarantee of the future success of any Stadion account. Investments are subject to risk, and any of Stadion’s investment strategies may lose value. The visuals shown above are for illustrative purposes only and do not guarantee a certain level of performance or success. Stadion Money Management, LLC (“Stadion”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Stadion’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.

Stadion is not related to or affiliated with State Street Global Advisors (SSGA) nor are they a distributor of SPDR ETFs.

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.

The SPDR® S&P 500® ETF, SPDR® S&P MIDCAP 400® ETF, SPDR® Dow Jones® Industrial Average ETF are exchange traded funds with the investment objective to correspond to the price and yield performance of the S&P 500® Index, S&P® MidCap 400® IndexTM, and Dow Jones Industrial AverageSM. The shares of the SPDR® S&P 500® ETF, SPDR® S&P MIDCAP 400® ETF, SPDR® Dow Jones® Industrial Average ETF represent individual ownership interest in the Trust’s portfolio.

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 and 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.