Dan Fay: Managed Account Solutions

Dan Fay serves as Chief Distribution Officer, overseeing Stadion’s sales and business development teams. In this role, he is responsible for distribution through Stadion’s institutional relationships, which include retirement recordkeeping partners, retirement advisor firms, and asset managers. With Dan’s leadership, Stadion has expanded our nationwide distribution of retirement managed accounts and raised awareness of the benefits of personalization. Prior to being Chief Distribution Officer, he was Stadion’s SVP, Sales and Business Development. Dan has spent his entire 25+ year career in the retirement industry. Prior to joining Stadion in 2018, Dan served as Senior Advisor Relations Manager at Financial Engines with responsibility for establishing and managing relationships with leading financial advisor and consulting firms. He identified and developed new business opportunities through advisors and consultants, leading to the distribution of the firm’s managed account service. Prior to that, Dan was a National Accounts Manager with responsibility for business development at MassMutual Retirement Services. While there, he developed retirement plan opportunities and sales through financial advisor firms. In this episode, Eric and Dan Fay discuss:Recognizing the value of true personalizationStrengthening participant confidence through guidanceEvaluating solutions with a fiduciary mindsetLeveraging managed accounts as a strategic advantageKey Takeaways:Personalized allocations built on multiple data points lead to better decisions than age-based defaults. They guide participants toward healthier savings habits and steadier long-term outcomes.When participants feel supported, they make calmer, wiser financial choices. This confidence often leads to higher contribution rates and more consistent engagement.Committees must review fees, reporting, demographics, and engagement regularly. Documenting decisions ensures a strong, compliant process that protects participants.Advisors who bring personalized solutions early reinforce trust and stay ahead of competitors. Proactive education becomes a distinct advantage in maintaining strong client relationships.“For the advisor, it's, how do you differentiate yourself, right, from your competition?... If that competing advisor makes [the sponsor] aware of something or brings something of value to them that you haven't, that could obviously jeopardize that client relationship.” - Dan FayConnect with Dan Fay:Website: www.stadionmoney.com Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: [email protected] LinkedIn: https://www.linkedin.com/in/401kguy/ Past performance is no guarantee of future results. Investments are subject to risk, and any of Stadion’s investment strategies may lose money.Stadion Money Management, LLC (“Stadion”) is a registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Stadion, including fees, can be found in Stadion’s ADV Part 2, which is available free of charge.The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.SMM-2512-34