EPIC Grows Stadion Relationship with Addition of StoryLine Managed Account Solution to Retirement Platform

WATKINSVILLE, Ga.--()--Stadion Money Management, known for its participant level, customized retirement solutions, announced today that EPIC Advisors has added StoryLine, Stadion’s 401(k) managed account solution, to its retirement platform. EPIC, a nationally-recognized retirement plan service provider and record-keeper, has a longstanding relationship with Stadion which led to the StoryLine addition.

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 with the option of participant 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 over $600 million in AUM as of 12/31/17 through approximately 1,100 plans.

“We’re delighted our relationship with EPIC has resulted in the addition of StoryLine to their expansive retirement platform,” said Jud Doherty, President & CEO of Stadion Money Management. “EPIC’s long history in the retirement arena, coupled with their high level of customer satisfaction, has made them an ideal partner. We look forward to supporting their efforts as they make StoryLine available on their platform.”

StoryLine’s innovative approach recognizes every plan sponsor and employee as unique. Through StoryLine’s participant-centric web interface, employees will be encouraged to 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 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.

“StoryLine has made significant inroads in the delivery of participant-friendly, customized retirement planning, a much-needed solution given the potential retirement savings gap facing many Americans,” said Manny Marques, President of EPIC. “The Stadion team has been terrific to work with, and we look forward to expanding our relationship with them as we begin offering StoryLine to our clients.”

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 EPIC

EPIC Advisors, Inc. is a national provider of customized, open-architecture retirement plan recordkeeping, marketing and service solutions for banks, trust companies, third party administrators, investment advisors and other financial intermediaries who serve the retirement plan market. Founded in 1993 and headquartered in Rochester, NY, EPIC’s client base spans 49 states and supports over 2,000 retirement plans with more than 120,000 participants and $8 billion in retirement assets. It is a wholly-owned subsidiary of NBT Financial Services, Inc., a subsidiary of NBT Bancorp Inc. For more information, visit www.epic1st.com.

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 12/31/17 Stadion managed approximately $3.3 billion. Visit Stadion Money Management at www.stadionmoney.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.

SMM-022018-169

Contacts

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

Release Summary

Stadion Money Management’s 401(k) managed account product, StoryLine, has been added to EPIC Advisors’ retirement platform.

Contacts

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