Turnkey Managed Account Strategies


Turnkey Managed Account Strategies

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 Collective Investment Trusts (CITs)
  • StoryLine, built using a plan’s fund lineup

Find out more

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 us

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Helping participants prepare for retirement

Founded in 1993, Stadion is a managed account provider focused on helping participants prepare for retirement.

StoryLine recordkeeper availability

Find out which recordkeepers StoryLine managed account strategies is available with.

1The 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.

2Life Expectancy is derived by comparing participant’s state of residence with the National Vital Statics Reports’ US State Life Tables.

3Desired cash withdrawal is a participant input based on a post-retirement, periodic withdrawal from their retirement plan account. The desired withdrawal amount may not be attainable based on factors such as time horizon, account balance, investment performance, and availability of suitable investment allocations. The frequency of the desired withdrawal may not be available based on the design of a plan’s distribution features.

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.

StoryLine is a marketing term associated with investment advisory services and products provided by Stadion Money Management, LLC.