ABG-Rocky Mountain Now Offering Stadion Money Management’s StoryLine

Staff Report From Athens CEO

Friday, November 16th, 2018

Stadion Money Management, known for its participant level, customized retirement solutions, announced that Alliance Benefit Group - Rocky Mountain (ABG-Rocky Mountain) has made Stadion’s StoryLine, built with SPDR ETFs, available on its retirement solutions platform.

ABG-Rocky Mountain is one of the largest retirement plan third-party administrators in the Western United States and one of the founding members of the Alliance Benefit Group.

“We welcome ABG-Rocky Mountain to the Stadion family, and look forward to working with a firm that has such a focus on technology, building new solutions and supporting advisors in the growth of their business,” said Jud Doherty, President and CEO of Stadion.

Founded in 1980 as Rocky Mountain Employee Benefits, Inc., ABG-Rocky Mountain is a distinguished and technologically progressive affiliate of Alliance Benefit Group. As a nationally known provider, they are committed to looking beyond traditional problem-solving methods or plan adoption practices. While skillfully utilizing its extensive network of affiliates with the goal of implementing best practices and raising service standards, ABG-Rocky Mountain remains focused on its own independence and flexibility toward client services by concentrating on its expert areas of Plan Consultation, Record Keeping Solutions, and Fiduciary Support Services. The firm is highly geared toward continuous client education and dedicated to providing the plans and services that are the best fit for a client’s needs. It is this institutional philosophy that makes ABG-Rocky Mountain an ideal partner for Stadion.

StoryLine’s innovative approach recognizes that every plan sponsor and employee is unique. The StoryLine process first seeks insight into the overall plan make-up with the intent of tailoring default options for each plan sponsor. Then, with Stadion’s participant-centric web interface, employees can further define their individual investment paths based on personal risk profiles. StoryLine allows – at the employee’s discretion – the inclusion of outside assets to facilitate more comprehensive retirement planning. The end goal is to put each participant on a personalized path that goes well beyond typical age-based investment strategies.

“At the core of what we do every day is help translate our clients’ retirement dreams into reality. We are confident that StoryLine will be a valuable means of helping us deliver on that client promise,” said Jeff Zobell, CEO of Alliance Benefit Group-Rocky Mountain.