Ameritas Adds Stadion Money Management's 401(k) Solution to Retirement Plan Lineup

Staff Report From Athens CEO

Wednesday, January 11th, 2017

Stadion Money Management, known for its asset allocation solutions using ETFs and alternative investment strategies, announced that Ameritas has become the fifth company to add Stadion’s StoryLine small business 401(k) solution to its retirement platform. StoryLine made its market debut in April 2016.

StoryLine, built with SPDR ETFs, is an innovative retirement planning solution built specifically for 401(k) participants in advisor-sold small-market plans. StoryLine takes plan customization to an entirely new level, which Stadion sees as a distinct improvement over “one size fits all” target date strategies.

“Ameritas is a highly visible and respected company in the insurance, employee benefits and financial services industry,” said Jud Doherty, President & CEO of Stadion Money Management. “We’re delighted they’ve added StoryLine to their retirement platform, and we look forward to working with them in the years ahead.”

StoryLine’s innovative approach recognizes every plan sponsor and employee as unique. The StoryLine process first seeks insight into the overall plan make-up with the intent of tailoring default options for each individual company. Then, with Stadion’s participant-centric web interface, employees will be encouraged to further define their individual investment paths based on personal risk profiles, expectations, and goals. StoryLine will also allow – at the employee’s discretion – the inclusion of outside and spousal assets to facilitate more comprehensive retirement planning. The end goal of this is to have each participant on a path personalized to their own circumstances and needs.

StoryLine helps financial advisors deepen their relationships with sponsors and participants by engaging them at the plan level with tailored solutions. In turn, sponsors are able to offer their employees access to individual personalized planning that goes beyond typical age- and risk-based investment strategies.