Custom Advisor Managed Account Services

Solutions for your business model

Custom Advisor Managed Account Services

Solutions for your business model

We recognize and respect the value that retirement plan advisors offer plan sponsors and participants.

Our flexible managed account platform supports advisors' fiduciary roles in the construction and delivery of the service. From selecting the underlying investments, to determining the core asset allocations and glide paths, we strive to enable advisors to deliver a managed account in way that best fits your business model.

Multiple Underlying Investment Options

Advisors can select the investments or models they want included. These can include passive, active, and/or alternative asset classes.

Build Glide Path Sub Asset Allocation

Advisors can adjust the weightings of the underlying allocations relative to the S&P Target Date Index or a benchmark they choose.

Select Custom Default Glide Path

Based on the plan’s characteristics (demographics, workforce type, etc.), advisors can select a default glide path or design their own glide path.

Select Additional Glide Paths

Advisors can select additional glide paths which allows you to incorporate risk tolerance and offer participant personalization through a managed account.

Consultative Process

Advisors can meet with our Investment Team to discuss their investments line-ups and how to create strategies that may help you grow your business while offering innovative options to plan participants.

Improving your approach to default money

Stadion offers an innovative service called "Personalized QDIA" in which we create custom participant-level portfolios utilizing data passed to us from recordkeeping partners. This strategy allows participants to get the help they need without lifting a finger.

Our Focus on Personalization

Learn more about our focus on personalization.

Find out more

To learn more about Stadion’s custom advisor managed account strategies and how they may work for your firm, please contact your Stadion representative or email us

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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 money.