Swerdlin & Company Adds Stadion’s StoryLine Managed Account Solution to Retirement Plan Platform

New Partnership Highlights Stadion’s Focus on Regional Recordkeeper Channel

WATKINSVILLE, Ga.--()--Stadion Money Management, known for its participant level, customized retirement solutions and non-traditional investment strategies, today announced that Swerdlin & Company has added its 401(k) managed account solution, StoryLine, to its daily-valued recordkeeping product offering. This new partnership demonstrates Stadion’s focus on the regional recordkeeper channel, which will continue to be a core component of the firm’s growth strategy.

StoryLine, built with SPDR® ETFs, is an innovative retirement planning solution built specifically for 401(k) participants in advisor-sold plans. StoryLine offers plan level customization, which Stadion sees as a distinct improvement over “one size fits all” target date strategies. StoryLine, which made its market debut in 2016, has approximately $600 million in AUM as of 9/30/17.

“Swerdlin is a well-respected, national retirement plan administration and recordkeeping firm with a long history of providing high quality service and innovative solutions to its clients,” said Jud Doherty, President & CEO of Stadion Money Management. “We’re delighted they’ve added StoryLine to their open-architecture recordkeeping platform, and we look forward to working with them in the years ahead.”

StoryLine’s innovative approach recognizes every plan sponsor and employee as unique. The StoryLine process first seeks insight into the overall plan make-up with the intent of tailoring default options for each individual company. Then, with StoryLine’s participant-centric web interface, employees will be encouraged to further define their individual investment paths based on personal risk profiles, expectations, and goals. StoryLine will also allow – at the employee’s discretion – the inclusion of outside and spousal assets to facilitate more comprehensive retirement planning. The end goal of this is to have each participant on a retirement path personalized to their own circumstances and needs.

“Stadion broke new ground when it debuted StoryLine a little over a year ago,” said Lee Swerdlin, President & COO of Swerdlin & Company. “The level of plan and participant customization available through StoryLine gives our advisors a new way to help their clients prepare for retirement. We are excited about adding StoryLine to our platform and believe it will be a value-add to our participant experience.”

StoryLine helps financial advisors deepen their relationships with sponsors and participants by engaging them at the plan level with tailored solutions. In turn, sponsors are able to offer their employees access to individual personalized planning that goes beyond typical age- and risk-based investment strategies.

About Stadion Money Management

Established in 1993, Stadion Money Management is an independent firm headquartered near Athens, Georgia. Stadion’s proprietary money management focuses on asset allocations using ETFs and liquid alternative strategies designed to minimize risk while achieving investor objectives. As of 9/30/17 Stadion managed approximately $3.3 billion. Visit Stadion Money Management at www.stadionmoney.com.

About Swerdlin & Company

Swerdlin & Company, based in Atlanta, GA is one of the nation’s largest privately owned independent actuarial and employee benefits consulting firms that does not sell financial products or provide investment advice. Founded in 1980, the firm now has more than 70 employees, represents more than 1,000 clients from all industries in 38 states, from major employers with thousands of employees to smaller, closely-held companies. Because of Swerdlin & Company’s independence, advice given to clients is always objective. The firm, with offices in Atlanta, GA., Holliston, MA, can be located online at www.swerdlin.com.

Past Performance is no guarantee of future results. Investments are subject to risk, and any of Stadion's investment strategies may lose money.

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 or 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 State Street Global Advisors Funds Distributors, LLC.

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.

Contacts

Water & Wall Group
Andrew Healy, 212-625-2363
andrew@w.group

Release Summary

Stadion Money Mgmt. today announced that Swerdlin & Co. has added its 401k managed account solution to its daily-valued recordkeeping product offering

Contacts

Water & Wall Group
Andrew Healy, 212-625-2363
andrew@w.group