Lincoln Financial launches QDIA with Stadion

Lincoln Financial launches QDIA with Stadion
The QDIA combines a target-date fund for younger individuals and Stadion’s StoryLine managed account service for participants aged 50 and older.
AUG 19, 2022

Lincoln Financial Group has launched a qualified default investment alternative, or QDIA, program that it has built with Stadion Money Management.

Known as StoryLine Dynamic, 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, the QDIA combines a target-date fund for younger individuals and Stadion’s StoryLine managed account service for participants aged 50 and older.

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 age, Lincoln said in a press release.

Attracting potential clients with cigars and whiskey

Latest News

Judge accused of bias in discrimination case by ex-life insurance employee
Judge accused of bias in discrimination case by ex-life insurance employee

My employer was biased – and the judge and magistrate are being unfair says ex-employee

Best yet to come for ETFs as investors navigate global uncertainty: BBH
Best yet to come for ETFs as investors navigate global uncertainty: BBH

Global survey reveals tailwinds for active ETFs and alternative strategies, plus a turning point in cost-conscious investing.

Nominations for the first-ever 5-Star RIA Firms 2025 now open
Nominations for the first-ever 5-Star RIA Firms 2025 now open

InvestmentNews begins its inaugural search for the top wealth managers in the industry.

Finra hits RIA buyer NewEdge with $1 million penalty over Muni bond trades
Finra hits RIA buyer NewEdge with $1 million penalty over Muni bond trades

The market for municipal bonds is notorious for being opaque and filled with difficult to price securities.

Why these RIA firms are sitting out the M&A trend
Why these RIA firms are sitting out the M&A trend

Leaders at Five Eleven Partners and Johnson Investment Counsel speak out on the costs of consolidation, the pros and cons of PE, and how they're planning ahead for clients and advisors.

SPONSORED Beyond the all-in-one: Why specialization is key in wealth tech

In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'

SPONSORED Record growth: Interval funds emerge as key players in alternative investments

Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies