Lincoln Financial announces the launch of Stadion Money Management's StoryLine Dynamic, a Qualified Default Investment Alternative solution
15 Agosto 2022 - 6:35PM
Business Wire
Dynamic QDIA solution is designed to evolve with plan
participants along their retirement journey
Lincoln Financial Group (NYSE:LNC) today announced the launch of
Stadion’s StoryLine Dynamic, a Qualified Default Investment
Alternative (QDIA) program, built in collaboration with Stadion
Money Management.
The QDIA program is designed to evolve with plan participants
and transition their investments to a more custom, personalized
allocation strategy as they near retirement age. Built with
Stadion’s technology, this solution combines a target date fund
(TDF) for younger individuals with Stadion’s StoryLine managed
account service for participants aged 50 and older.
“Throughout a participant’s retirement journey their needs
change, and StoryLine Dynamic is designed to evolve to meet their
needs,” said Ralph Ferraro, senior vice president, president of
Retirement Plan Services, Lincoln Financial Group. “This new
offering will allow plan sponsors to offer a more robust,
customized retirement solution for participants who are not as
actively engaged in making investment decisions to help them
achieve better retirement outcomes.”
Through this solution, plan participants can benefit from
professional asset allocation that can adapt to their specific
needs as they near retirement – something many participants wish
they understood better. According to research from Lincoln
Financial, more than a third of plan participants report not
understanding what investments to choose or how to manage
investments as they age1.
“Expanding our solution with Lincoln Financial demonstrates our
joint commitment to offering services that help people prepare for
retirement,” said Todd Lacey, Chief Revenue Officer for Stadion
Money Management and Smart. “Stadion’s technology provides a way
for Lincoln Financial to facilitate a dynamic QDIA program.”
Stadion Money Management (recently acquired by Smart, a global
savings and investments technology provider) is a managed account
provider offering personalized retirement services to plan sponsors
and their participants.
For more information, click here.
Investment advisory and portfolio management services offered
through StoryLine are provided exclusively by Stadion Money
Management which is neither an affiliate nor a member of the
Lincoln Financial Group. Lincoln Financial solely provides
recordkeeping and administrative services with respect to the
retirement plans and their participants and does not provide
investment advice or recommendations.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help
people take charge of their financial lives with confidence and
optimism. Today, approximately 16 million customers trust our
retirement, insurance and wealth protection expertise to help
address their lifestyle, savings and income goals, and guard
against long-term care expenses. Headquartered in Radnor,
Pennsylvania, Lincoln Financial Group is the marketing name for
Lincoln National Corporation (NYSE:LNC) and its affiliates. The
company had $279 billion in end-of-period account values as of June
30, 2022. Lincoln Financial Group is a committed corporate citizen
included on major sustainability indices including the Dow Jones
Sustainability Index North America and FTSE4Good and ranks among
Newsweek’s Most Responsible Companies. Dedicated to diversity,
equity and inclusion, we are included on transparency benchmarking
tools such as the Corporate Equality Index, the Disability Equality
Index and the Bloomberg Gender-Equality Index. Committed to
providing our employees with flexible work arrangements, we were
named to FlexJobs’ list of the Top 100 Companies to Watch for
Remote Jobs in 2022. With a long and rich legacy of acting
ethically, telling the truth and speaking up for what is right,
Lincoln was recognized as one of Ethisphere’s 2022 World’s Most
Ethical Companies®. Learn more at: www.LincolnFinancial.com. Follow
us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email
alerts at http://newsroom.lfg.com.
About Stadion Money Management
Established in 1993, Stadion is headquartered near Athens,
Georgia. Stadion works with financial professionals, asset
managers, and recordkeepers to build custom retirement plans and
participant level investment solutions. Stadion Money Management,
LLC ("Stadion") is a registered investment adviser under the
Investment Advisers Act of 1940. Registration does not imply a
certain level of skill or training. More information about Stadion,
including fees, can be found in Stadion's ADV Part 2, which is
available upon request.
Visit Stadion Money Management at www.stadionmoney.com.
About Smart
Smart is a global savings and investments technology provider.
Its mission is to transform retirement, savings, and financial
well-being, across all generations, around the world.
Legal & General, J.P. Morgan, Fidelity International
Strategic Ventures, Link Group, Barclays, Natixis Investment
Managers, Chrysalis Investments, and DWS Group and are all
investors to date in Smart.
1 2021 Lincoln Retirement Power® Study
SMM-2208-47
LCN-4897681-081022
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version on businesswire.com: https://www.businesswire.com/news/home/20220815005563/en/
Media Contact for Lincoln Financial Group: Vanessa Colley
Vanessa.Colley@lfg.com Media Contact for Stadion: Gordon
Lamb gordon.lamb@stadionmoney.com Media Contact for Smart:
Jacqueline Silva Caliber Corporate Advisers for Smart
Jacqueline@calibercorporate.com
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