{"id":21656,"date":"2024-04-05T21:15:46","date_gmt":"2024-04-05T21:15:46","guid":{"rendered":"https:\/\/www.thinkadvisor.com\/2024\/04\/05\/ameritas-adds-ponteras-401k-management-platform\/"},"modified":"2024-04-05T21:15:46","modified_gmt":"2024-04-05T21:15:46","slug":"ameritas-adds-ponteras-401k-management-platform","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2024\/04\/05\/ameritas-adds-ponteras-401k-management-platform\/","title":{"rendered":"Ameritas Adds Pontera&#8217;s 401(k) Management Platform"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/875165741\/0\/thinkadvisor\/\"><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2024\/01\/09_401K_Plan_Retirement_Shutter_640x640.jpg\" class=\"media_thumbnail\"><\/a><\/div>\n<div><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2024\/01\/09_401K_Plan_Retirement_Shutter_640x640.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p id=\"first-para\">Platform provider Pontera says it\u2019s formed a business relationship with Ameritas Advisory Services, through which Ameritas-affiliated advisors will be able to make trades and otherwise manage their clients\u2019 workplace retirement plan accounts.<\/p>\n<p>Ameritas financial professionals will be able to use Pontera\u2019s technology to manage their clients\u2019 401(k)s, 403(b)s, 457(b)s and other workplace retirement accounts, according to a recent announcement. Advisors can also monitor and rebalance plan accounts as part of a comprehensive investment plan.<\/p>\n<p>Working with Pontera gives Ameritas financial professionals more choice in the technology they can use to help deliver&nbsp;holistic services&nbsp;to clients, said Brandon Mann, president of Ameritas Advisory Services.<\/p>\n<p>\u201cWith the addition of the Pontera platform, our financial professionals can provide holistic, personalized investment advice powered by greater visibility into their clients\u2019 401(k)s and other workplace-sponsored plans,\u201d Mann said, adding that Americans are increasingly concerned about retirement security amid higher inflation and market uncertainty.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Platform provider Pontera says it\u2019s formed a business relationship with Ameritas Advisory Services, through which Ameritas-affiliated advisors will be able to make trades and otherwise manage their clients\u2019 workplace retirement plan accounts. Ameritas financial&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":21657,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2024\/04\/ameritas-adds-ponteras-401k-management-platform.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/21656"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=21656"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/21656\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/21657"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=21656"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=21656"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=21656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}