Kitces.com notes that Pontera has announced a new non-discretionary 401(k) advice tool for advisors who can't or prefer not to manage their clients' 401(k) assets directly.
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Products & Services
Quote
“Pontera has announced a new non-discretionary 401(k) advice tool for advisors who can't or prefer not to manage their clients' 401(k) assets directly”
— Michael Kitces|Kitces.com team
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Kitces.com
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Publishers of the Nerd's Eye View blog on Kitces.com and the Financial Advisor Success podcast and the Kitces & Carl podcast The team at Kitces.com is committed to making real financial advisors better, and more successful. It is our mission to help advisors who are serious about their craft to fulfill their sacred duty to clients by advancing the knowledge and practice of financial planning. Which we do by being the leading online source of research, resources, education, and training, for real financial planners.