FinTech
NAPAFIRMPARTNERS
Nashville, TN • smartretire.com
Watkinsville, GA • stadionmoney.com
Smart
Stadion Money Management
Key Contact(s)
Key Contact(s)
C. Todd Lacey 770.313.2740 • todd.lacey@stadionmoney.com Rob Stanley 615.576.0303 • rob.stanley@smartretire.com Daniella Moiseyev 615.576.0379 • daniella.moiseyev@smartretire.com
C. Todd Lacey 770.313.2740 • todd.lacey@stadionmoney.com Dan Fay 978.884.3964 • dan.fay@stadionmoney.com Kerr McGowan 706.583.5235 • kerr.mcgowan@stadionmoney.com
Firm Profile
Firm Profile
In Business Since: 2014 Smart was founded to address a global retirement challenge and seeks to modernize workplace retirement solutions. To deliver upon its mission, Smart built proprietary cloud-native platform solutions focusing on turnkey retirement plan offerings from the smallest to the largest plan sponsors; delivering outcome-oriented participant solutions for an efficient savings journey to, and spending through, retirement; and using current technology designed to help deliver cost-effective solutions to employers and participants. In the US, Smart is focused on delivering solutions that will help close the coverage gap, drive personalized outcomes and deliver retirement income solutions for millions of participants.
Product / Service Category
In Business Since: 1993 Stadion is an investment management firm that provides custom solutions to retirement plan advisors, plan sponsors and participants. We provide advisors turnkey managed account services, target date solutions, and the opportunity to build custom managed accounts. Our technology platform provides the capability of offering multiple variations of a managed account offering to meet the needs of plan sponsors and participants to and through retirement. Stadion is a subsidiary of Smart, a global retirement technology provider that partners with financial institutions and financial advisors to deliver retirement savings and income solutions that are digital, customized, and cost-efficient.
Product / Service Category • Asset Allocation • Advice/Guidance • Software
• Software
Product / Service Description Fiduciary Services A modular approach to fiduciary oversight that can remove barriers to plan sponsorship to help make workplace savings available to more workers. Pooled Employer Plan Enablement Professionally managed PEPs with Smart’s Pooled Plan Provider services, scalability, efficient digital experience and investment option versatility. Smart Link A comprehensive connectivity solution for 401(k) recordkeeping and plan administration service providers to seamlessly integrate customer journeys and operational capabilities. Digital Plan Setup/Onboarding A business-changing digital plan setup journey and onboarding technology that can support increasing startup plan volume. Smart Managed Solutions Outcome-oriented managed account solutions available across every plan size via customized solutions for employers and participants. Smart Retire* A retirement income platform that guides savers on how to plan retirement spending and create withdrawal strategies. Financial Wellness A comprehensive financial wellness solution via our BeFine application which gives users information, tools and guidance with specific, actionable, reasonable next steps.
Product / Service Description StoryLine managed account is a professionally managed investment service designed to improve participant outcomes through personalization. Stadion uses multiple data points from the recordkeeper to create personalized participant allocations. Participants can further customize through engagement. Allocations are constructed using the plan’s investment lineup or with Collective Investment Trusts (CITs). The StoryLine participant experience includes postretirement income modeling. StoryLine Dynamic is a QDIA solution that combines a target date fund for younger workers with the StoryLine managed account service. Advisor Managed Account Service gives advisors the ability to play a role in the construction and delivery of managed accounts leveraging Stadion technology. Advisors may select the underlying investments, determine the core asset allocations and/or determine the participant-level allocation methodology. Stadion Technology powers managed account solutions by leveraging our technology framework. Whether it’s utilizing the interfaces we have in place with recordkeepers or building new connections, Stadion can be a partner to a firm looking to roll out a managed account solution. 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. The investment strategy or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances. Past performance not indicative of future results. SMM-2309-36
*Offering in development
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