StoryLine

The next chapter in retirement solutions

StoryLine: the next chapter in retirement solutions

Stadion’s Managed Account Service, StoryLine, goes beyond simple asset allocation. StoryLine is a comprehensive investment service that focuses on improving retirement outcomes for participants.

Go beyond target-date funds

Typical target-date solutions just have a single, preset path. StoryLine takes retirement planning a step further – we combine unique participant information with risk tolerance to deliver a personalized and suitable allocation tailored to each participant. Portfolio adjustments will be made to manage risk and market fluctuation, and rebalance the allocation as needed. As retirement approaches, equity exposure is reduced to protect a participant’s nest egg.

Deliver a personal experience through technology

Within StoryLine’s web-based dashboard, plan participants can build a more complete picture of their retirement readiness and are invited to increase their contribution rates to get them closer to their long-term retirement goals.

Enjoy enrollment support and more

We provide the financial professionals that we partner with the support and materials they need to easily onboard new plan participants.

  • Dedicated sales team to organize and run StoryLine enrollment meetings
  • Simple, compelling enrollment materials that make it easy for employees to understand the benefits of StoryLine and expedite the sign-up process.
  • Ongoing participant communications to encourage then to increase their contributions and adequately prepare for retirement
  • A U.S.-based help desk plan participants and sponsors can call during business hours.
  • Plan reporting that allows you to review and assess plan health metrics

StoryLine Options

We believe one size doesn’t fit all. Stadion’s managed account, StoryLine, is available in ways that can complement your business.

  • Managed account built with SPDR ETF’s
  • Managed account built using a plan’s fund lineup
  • Managed account option that can be customized at the recordkeeper or broker dealer level
SPDR

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.