Ameritas Adds Stadion Planning Solution to Recordkeeping Platform

The end goal of StoryLine is to have each participant on an investment path personalized to their own circumstances and needs.

Ameritas has added Stadion’s StoryLine small business 401(k) solution to its retirement platform.

StoryLine, built with SPDR exchange-traded funds (ETFs), is designed specifically for 401(k) participants in adviser-sold, small-market plans.

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.

Speaking with PLANSPONSOR last year about the StoryLine approach, Jud Doherty, president and CEO of Stadion, explained that a participant is initially placed into one of the many potential portfolios based on their input on the risk questionnaire and the current market environment. “As the participant ages or the fundamental market situation changes, or as their outside asset situation evolves, their appropriate risk exposure may also change and so the participant will be automatically routed into the new portfolio.”