Ameritas Adds Pontera’s 401(k) Management Platform

Platform provider Pontera says it’s formed a business relationship with Ameritas Advisory Services, through which Ameritas-affiliated advisors will be able to make trades and otherwise manage their clients’ workplace retirement plan accounts.

Ameritas financial professionals will be able to use Pontera’s technology to manage their clients’ 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.

Working with Pontera gives Ameritas financial professionals more choice in the technology they can use to help deliver holistic services to clients, said Brandon Mann, president of Ameritas Advisory Services.

“With the addition of the Pontera platform, our financial professionals can provide holistic, personalized investment advice powered by greater visibility into their clients’ 401(k)s and other workplace-sponsored plans,” Mann said, adding that Americans are increasingly concerned about retirement security amid higher inflation and market uncertainty.

As noted in the announcement and as discussed in a recent interview with Pontera’s chief business officer, David Goldman, the firm’s ability to help advisors efficiently monitor, trade and rebalance their clients’ 401(k) plan assets from a unified interface is a big deal. But another key part of the value proposition for financial advisory firms is the “unyielding focus on cybersecurity.”

As Goldman noted, Pontera’s SOC 2 Type II- and ISO 27001-certified technology removes the need for financial professionals to directly access client accounts, while empowering them to analyze, track and rebalance accounts according to each client’s personalized plan.

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