Stadion Money Management, known for its participant level, customized retirement solutions, announced that Benefit Consultants Group has added StoryLine, Stadion’s 401(k) managed account solution, to its daily-valued recordkeeping product offering. This partnership highlights the attention Stadion is giving to the independent recordkeeper channel, a core component of the firm’s growth strategy. BCG is a nationally recognized plan provider that has been delivering unique retirement plan services since 1958.

StoryLine, built with SPDR ETFs, is an innovative retirement planning solution built specifically for 401(k) participants in advisor-sold plans. StoryLine offers plan level customization with the option of participant level customization, which Stadion sees as a distinct improvement over “one size fits all” target date strategies. StoryLine, which made its market debut in 2016, has approximately $600 million in AUM as of 12/31/17 through approximately 1,100 plans.

“For almost 60 years, BCG has been at the forefront of retirement plan design and the delivery of retirement plan solutions to companies and employees,” said Jud Doherty, President & CEO of Stadion Money Management. “We’re honored they’ve elected to put StoryLine on their platform, and look forward to a long and mutually beneficial relationship with BCG.”

StoryLine’s innovative approach recognizes every plan sponsor and employee as unique. StoryLine’s participant-centric web interface is designed to encourage employees to 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 assets to facilitate more comprehensive retirement planning. The end goal of this is to have each participant on a retirement path personalized to their own circumstances and needs.

“StoryLine has helped reinvent the delivery of participant-level plan advice, customized in a way that allows individuals to select not only the most appropriate path to retirement, but also to develop a more holistic picture through the inclusion of outside assets,” said Beau Adams, EVP at BCG. “We’re delighted to make StoryLine available on our platform.”

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.