The Retirement Plan Company Adds Stadion’s StoryLine to Recordkeeping Platform

Staff Report From Athens CEO

Thursday, January 17th, 2019

Stadion Money Management, a participant level, customized retirement solutions manager, announced that The Retirement Plan Company (TRPC) has made Stadion’s StoryLine, built with SPDR ETFs, available on its retirement solutions platform. TRPC is a national provider of account recordkeeping, third-party administration, and actuarial services for qualified retirement plans.

Founded in 1992, The Retirement Plan Company, LLC (TRPC) offers a wide range of services and is well established in serving retirement plans across the United States. Notable for its use of Open Architecture record keeping, which allows plan sponsors to explore a large variety of investment opportunities, TRPC is committed to providing plan participants with both the educational resources and account management tools they believe impart essential assistance in achieving a financially secure retirement.

“For the past 25 years, TRPC’s platform has been an important vehicle for plan advisors looking for solutions that can help Americans realize their retirement dreams,” said Jud Doherty, President & CEO of Stadion Money Management. “We’re delighted that they’ve chosen StoryLine to be part of the TRPC family and look forward to a long and positive relationship with them.”

StoryLine’s innovative approach aims to recognize 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 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 and spousal assets to facilitate more comprehensive retirement planning. The end goal is to have each participant on a personalized path that goes well beyond typical age-based investment strategies.

“StoryLine’s delivery of customized advice seeks to help thousands of plan participants navigate what can often be a daunting investment selection process,” said Patrick Hale, who serves as both President and Chief Executive Officer of TRPC. “We’re pleased to make this solution available to the advisors who access our platform so that they can bring it to the attention of plan sponsors nationwide.”