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Platform supplier Pontera says it’s shaped a enterprise relationship with Ameritas Advisory Companies, by way of which Ameritas-affiliated advisors will have the ability to make trades and in any other case handle their purchasers’ office retirement plan accounts.
Ameritas monetary professionals will have the ability to use Pontera’s expertise to handle their purchasers’ 401(ok)s, 403(b)s, 457(b)s and different office retirement accounts, in line with a current announcement. Advisors can even monitor and rebalance plan accounts as a part of a complete funding plan.
Working with Pontera offers Ameritas monetary professionals extra alternative within the expertise they’ll use to assist ship holistic providers to purchasers, stated Brandon Mann, president of Ameritas Advisory Companies.
“With the addition of the Pontera platform, our monetary professionals can present holistic, customized funding recommendation powered by better visibility into their purchasers’ 401(ok)s and different workplace-sponsored plans,” Mann stated, including that People are more and more involved about retirement safety amid greater inflation and market uncertainty.
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