Stadion Money Management & Morningstar Retirement Team Up to Launch Stadion Managed Accounts

Staff Report From Georgia CEO

Tuesday, May 12th, 2026

Stadion Money Management (“Stadion”), a pioneer in retirement managed account services and technology, today announced a strategic collaboration with Morningstar Retirement to offer Stadion Managed Accounts powered by Morningstar Retirement through Lincoln Financial’s Retirement Plan Services.

The offering combines Stadion’s professional portfolio management capabilities with Morningstar Retirement’s personalization technology to help deliver more tailored investment offerings for plan participants. The offering is available to plans on Lincoln Financial’s Alliance platform.

“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. “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,” said Brock Johnson, President at Morningstar Retirement.

“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 Managed Accounts powered by Morningstar Retirement is now available to eligible retirement plans on the Lincoln Financial Alliance platform. Plan sponsors interested in learning more should contact their Lincoln Financial representative.