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Platform supplier Pontera says it’s fashioned a enterprise relationship with Ameritas Advisory Providers, via 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 keeping with a latest announcement. Advisors may monitor and rebalance plan accounts as a part of a complete funding plan.
Working with Pontera provides Ameritas monetary professionals extra selection within the expertise they will use to assist ship holistic companies to purchasers, stated Brandon Mann, president of Ameritas Advisory Providers.
“With the addition of the Pontera platform, our monetary professionals can present holistic, customized funding recommendation powered by larger 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 larger inflation and market uncertainty.
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