Stadion Money Management is collaborating with Morningstar Retirement to offer a new account service through Lincoln Financial.
Stadion will provide access to Stadion Managed Accounts, powered by Morningstar Retirement, through Lincoln Financial’s Retirement Plan Services.
The platform aims to offer a more personalized experience by combining Stadion’s portfolio management capabilities with Morningstar Retirement’s personalization technology.
“We’re combining our decades of professional money management experience with Morningstar Retirement’s personalization engine to deliver a new retirement managed account service.” said Duane Bernt, CEO at Stadion Money Management, in a statement. “Lincoln Financial’s commitment to innovation makes them the ideal platform for this innovative collaboration.”
“We’re excited to bring together two industry leaders to create something new for the retirement market,” added Brock Johnson, president at Morningstar Retirement.
The offering is now available to plans on Lincoln Financial’s Alliance Platform. Plan sponsors interested in the platform can speak with their Lincoln Financial representative.
“This launch reflects Lincoln Financial’s continued commitment to delivering innovative solutions that help drive better retirement outcomes for plan participants,” said Jason Crane, president of Lincoln Retirement Plan Services. “This service brings together strong, complementary capabilities from respected industry leaders to support more tailored retirement outcomes for participants.”
Stadion partners with financial professionals, asset managers, and recordkeepers to offer retirement plan and participant-level investment solutions, while Morningstar provides research- and technology-driven products and services to help investors reach their retirement goals.
Lincoln Financial, a retirement plan services, life insurance, and annuity provider, has $349 billion in end-of-period account balances, net of reinsurance, as of December 31, 2025.