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Maybe, Maybe Not

June 2, 2026 - After much activity in the previous months, May was a chance for markets to catch their breath. Rather than delivering concentrated returns in any one direction, May rewarded a diversified portfolio. Domestic equities returned +4.95% and +7.47% as tracked by the S&P 500 index and the NASDAQ Composite Index respectively. Emerging market internationals returned +9.62% as tracked by the MSCI Emerging Markets Index, and developed internationals returned +2.83% as tracked by the MSCI EAFE Index. Tracked by the Bloomberg U.S. Aggregate Total Return Value Unhedged Index, debt markets closed the month +0.20%. This year, markets have weathered meaningful volatility and still delivered. This really highlights the value of a diversified portfolio, which obviously won’t eliminate uncertainty, but navigates it well.

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Stadion and Morningstar Retirement Team Up to Launch Stadion Managed Accounts at Lincoln Financial

WATKINSVILLE, GA., May 11, 2026 - Stadion Money Management (“Stadion”), a pioneer in retirement managed account services and technology, today announced a strategic collaboration with Morningstar Retirement to offer Stadion Managed Accounts powered by Morningstar Retirement through Lincoln Financial’s Retirement Plan Services. The offering combines Stadion’s professional portfolio management capabilities with Morningstar Retirement’s personalization technology to help deliver more tailored investment offerings for plan participants. The offering is available to plans on Lincoln Financial’s Alliance platform.

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Silver Lining

May 4, 2026 - April market activity was a stark contrast to what was posted during March. Most notably for equities- both domestic and international. Here at home, the S&P 500 returned +10.49%, and the NASDAQ composite Index returned +15.32%. Looking abroad, the MSCI EAFE Index returned +7.56%, and the MSCI Emerging Markets Index returned +14.74%. While not to the same extreme as equities, debt markets also outperformed the previous month returning +0.11% for April as tracked by the Bloomberg US Aggregate total return unhedged index.

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Investors Master Trust for Employee Benefit Trusts Collective Investment Trusts

Sponsored by: Benefit Trust Company

Qualified Investor Certification

Participation in this family of Collective Investment Trusts is governed by the Declaration of Trust, and is limited to Eligible Trusts that are accepted by Benefit Trust Company. Eligible Trusts include (i) certain employee benefit trusts qualified under Code Section 401(a) of the Internal Revenue Code of 1986, as amended (the "Code") and exempt from taxes under Section 501(a) of the Code; (ii) individual retirement accounts that are exempt under Code Section 408(e); (iii) certain governmental plans or units described in Code Section 457(b); and (iv) certain insurance company separate accounts comprised solely of assets belonging to Eligible Trusts as described above.

Collective Investment Trusts are not available to the general public, but rather only to Qualified Retirement plans which meet eligibility requirements. Materials on this site are intended for participants within qualified retirement plans only.

The Collective Investment Trusts authorized by the Declaration of Trust, and maintained by Benefit Trust Company as Trustee are not mutual funds and are not registered with the Securities and Exchange Commission, the State of Kansas or any other regulatory body. Collective Investment Trusts maintained by a bank for these types of employee benefit trusts are exempt from such registration.

In order to view information regarding the Collective Investment Trusts, you must certify that you are (i) a representative of an Eligible Trust as described above; or (ii) a financial professional licensed to sell collective investment trusts to such representatives. Please certify by clicking on the "I Agree" button below. If you cannot make this certification, please click the "Cancel" button to return to the prior screen.

The value of the units of these Funds will fluctuate and is not guaranteed by Benefit Trust Company or the FDIC. When redeemed, units may be worth more or less than the original cost. Past performance is no guarantee of future results.

‍

I AgreeCancel

Investors Master Trust for Employee Benefit Trusts Collective Investment Trusts

Sponsored by: Benefit Trust Company

Qualified Investor Certification

Participation in this family of Collective Investment Trusts is governed by the Declaration of Trust, and is limited to Eligible Trusts that are accepted by Benefit Trust Company. Eligible Trusts include (i) certain employee benefit trusts qualified under Code Section 401(a) of the Internal Revenue Code of 1986, as amended (the "Code") and exempt from taxes under Section 501(a) of the Code; (ii) individual retirement accounts that are exempt under Code Section 408(e); (iii) certain governmental plans or units described in Code Section 457(b); and (iv) certain insurance company separate accounts comprised solely of assets belonging to Eligible Trusts as described above.

Collective Investment Trusts are not available to the general public, but rather only to Qualified Retirement plans which meet eligibility requirements. Materials on this site are intended for participants within qualified retirement plans only.

The Collective Investment Trusts authorized by the Declaration of Trust, and maintained by Benefit Trust Company as Trustee are not mutual funds and are not registered with the Securities and Exchange Commission, the State of Kansas or any other regulatory body. Collective Investment Trusts maintained by a bank for these types of employee benefit trusts are exempt from such registration.

In order to view information regarding the Collective Investment Trusts, you must certify that you are (i) a representative of an Eligible Trust as described above; or (ii) a financial professional licensed to sell collective investment trusts to such representatives. Please certify by clicking on the "I Agree" button below. If you cannot make this certification, please click the "Cancel" button to return to the prior screen.

The value of the units of these Funds will fluctuate and is not guaranteed by Benefit Trust Company or the FDIC. When redeemed, units may be worth more or less than the original cost. Past performance is no guarantee of future results.

‍

I AgreeCancel