Stadion Money Management, a provider of personalized managed account services and technology, and Ameritas, a national retirement plan recordkeeper, have announced that plan advisors may now access Stadion’s “StoryLine” via the Ameritas EliteUnlimited platform. Thanks to an integration with iJoin, a retirement plan technology provider, advisors can present StoryLine’s investment strategy that seeks to improve retirement outcomes for participants by incorporating risk tolerance and other data points to create a personalized investment portfolio.

“Stadion is proud to have been a partner of Ameritas for many years and we are pleased to expand our working relationship with them. We share the focus of helping individuals prepare for retirement and adding our managed account solution to another Ameritas platform gives advisors additional ways to provide a personalized service in a retirement plan,” said Duane Bernt, Stadion’s CEO.

“As the demand for personalized investment allocations in the retirement space grows, Ameritas is proud to have built an offering that successfully delivers this type of service,” said Barbara Redstone, VP Sales & Distribution, Retirement Plans. “We have offered Stadion’s personalized investment service, StoryLine, on our EliteAdvantage (GVA) platform and expanding that to our EliteUnlimited (NAV) platform was a natural enhancement. Our platforms are designed in a way that they are flexible, complementing how financial professionals want to do business.”

“We applaud the effort Ameritas and Stadion are making to expand access to personalized advice via this integration,” added iJoin CEO, Steve McCoy. “We strongly believe that enabling more plan advisors with innovative tools to help investors reach their retirement funding goals will help them differentiate as they drive value.”

StoryLine is a professionally managed investment service that uses participant data provided by recordkeepers to build personalized allocations to and through retirement. Participants can further personalize their portfolio through an online experience. StoryLine is designed to include factors beyond a participant's expected retirement date, such as salary, 401(k) balance, risk tolerance, contribution rates, and additional assets held outside of the retirement plan. StoryLine offers an online user experience, access to Stadion’s U.S.-based call center and ongoing communications to promote retirement readiness.