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Investment Product and Service Launches




CUNA Mutual Retirement Solutions has added Stadion Money Management’s StoryLine managed account service to its retirement recordkeeping platform. The service will provide CUNA Mutual Retirement Solutions’ adviser partners, plan sponsors and third-party administrators (TPAs) additional investment flexibility while helping plan participants save for their future.

StoryLine is a professionally managed investment service that provides customization at the plan level based on employee demographics and a personalized investment allocation tailored to participants based on their individual characteristics and risk tolerance. StoryLine offers participants an easy-to-use experience, including enrollment support and ongoing communications.

“More plan sponsors today are offering managed account services to help participants achieve retirement readiness, and we are pleased to add StoryLine to our firm’s offering,” says Paul Chong, Senior Vice President of CUNA Mutual Retirement Solutions.

“Our mission is to help people achieve retirement on their terms. This new service allows us to create a customer experience that differentiates us in the market, while delivering innovative solutions to help participants make the right investment decisions for their personal situation,”

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Linda Barbara

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