ABG-Rocky Mountain Now Offering Stadion Money Management’s StoryLine

November 12, 2018

WATKINSVILLE, Ga.--(BUSINESS WIRE)--Nov 12, 2018--Stadion Money Management, known for its participant level, customized retirement solutions, today announced that Alliance Benefit Group - Rocky Mountain (ABG-Rocky Mountain) has made Stadion’s StoryLine, built with SPDR ® ETFs, available on its retirement solutions platform.

ABG-Rocky Mountain is one of the largest retirement plan third-party administrators in the Western United States and one of the founding members of the Alliance Benefit Group (ABG).

“We welcome ABG-Rocky Mountain to the Stadion family, and look forward to working with a firm that has such a focus on technology, building new solutions and supporting advisors in the growth of their business,” said Jud Doherty, President and CEO of Stadion.

Founded in 1980 as Rocky Mountain Employee Benefits, Inc., ABG-Rocky Mountain is a distinguished and technologically progressive affiliate of Alliance Benefit Group. As a nationally known provider, they are committed to looking beyond traditional problem-solving methods or plan adoption practices. While skillfully utilizing its extensive network of affiliates with the goal of implementing best practices and raising service standards, ABG-Rocky Mountain remains focused on its own independence and flexibility toward client services by concentrating on its expert areas of Plan Consultation, Record Keeping Solutions, and Fiduciary Support Services. The firm is highly geared toward continuous client education and dedicated to providing the plans and services that are the best fit for a client’s needs. It is this institutional philosophy that makes ABG-Rocky Mountain an ideal partner for Stadion.

StoryLine’s innovative approach recognizes that every plan sponsor and employee is unique. The StoryLine process first seeks insight into the overall plan make-up with the intent of tailoring default options for each plan sponsor. Then, with Stadion’s participant-centric web interface, employees can further define their individual investment paths based on personal risk profiles. StoryLine allows – at the employee’s discretion – the inclusion of outside assets to facilitate more comprehensive retirement planning. The end goal is to put each participant on a personalized path that goes well beyond typical age-based investment strategies.

“At the core of what we do every day is help translate our clients’ retirement dreams into reality. We are confident that StoryLine will be a valuable means of helping us deliver on that client promise,” said Jeff Zobell, CEO of Alliance Benefit Group-Rocky Mountain.

About ABG-Rocky Mountain Retirement Plan Services

For additional information on Alliance Benefit Group-Rocky Mountain, please go to https://www.abgrm.com/aboutus.

About Stadion Money Management

Established in 1993, Stadion Money Management is an independent firm headquartered near Athens, Georgia. Stadion’s retirement managed account solutions provide participants an opportunity to further personalize their own retirement portfolios. As of 9/30/18, Stadion managed approximately $3.2 billion. Visit Stadion Money Management at www.stadionmoney.com.

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 by State Street Global Advisors Funds Distributors, LLC.

The SPDR® S&P 500® ETF, SPDR® S&P MIDCAP 400® ETF, SPDR® Dow Jones® Industrial Average ETF are exchange traded funds with the investment objective to correspond to the price and yield performance of the S&P 500® Index, S&P® MidCap 400® Index TM, and Dow Jones Industrial Average SM. The shares of the SPDR® S&P 500® ETF, SPDR® S&P MIDCAP 400® ETF, SPDR® Dow Jones® Industrial Average ETF represent individual ownership interest in the Trust’s portfolio.

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.

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


View source version on businesswire.com:https://www.businesswire.com/news/home/20181112005572/en/

CONTACT: Stadion Money Management

Gordon Lamb, 706-583-5211




SOURCE: Stadion Money Management

Copyright Business Wire 2018.

PUB: 11/12/2018 11:23 AM/DISC: 11/12/2018 11:23 AM


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