Pontera Adds Non-Discretionary Option for Advisors to Guide 401(k) Allocations
AI SummaryAI-generated — verify against the source.Pontera has introduced a non-discretionary option for advisors to manage held-away 401(k) assets, allowing for client-guided allocations rather than direct discretionary control. This update provides advisors with a new workflow option for managing retirement accounts, potentially mitigating friction with custodians like Fidelity regarding credential access.
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