Average Ratings 3 Ratings
Average Ratings 0 Ratings
Description
Small business owners can have a simple, affordable 401(k). We believe in retirement plans that work. We are on a mission for every small business to offer a 401k. To help participants build a retirement they're excited about. We can sync with top payroll providers, handle plan administration, and offer low-cost mutual fund options. We don't charge additional fees for investments, unlike other 401(k). We are different. We take care of the administration, compliance testing, recordkeeping, and other tasks to make your job easier. Fully packaged. We do all the heavy lifting, from plan administration and employee onboarding to compliance testing, government filing and recordkeeping. These are our features. Predictable pricing. One all-inclusive fee is charged. It starts at $39/mo + $8/mo for each participating employee. There are no additional setup fees or investment fees. Pricing details. Full payroll integration. Fully integrated with top payroll providers, we automatically sync employee data.
Description
Unify multiple accounts into a comprehensive strategy with Pontera, which enables advisors to oversee and manage 401(k), 403(b), and other held-away accounts, ensuring they effectively address their clients' requirements. By optimizing tax strategies, advisors can enhance client wealth over time. The Pontera platform allows for swift and efficient allocation of investments between taxable and tax-deferred accounts, enabling advisors to better serve their clients. Furthermore, Pontera enhances transparency by helping advisors present a clearer picture of portfolio activity to their clients. In conjunction with existing technologies, Pontera provides greater portfolio visibility, allowing advisors to offer a more cohesive service. By regularly rebalancing and monitoring retirement accounts, akin to custodial accounts, advisors can provide stability and reassurance, particularly during market fluctuations. This proactive approach not only boosts client satisfaction but also contributes to improved long-term financial outcomes. Ultimately, Pontera empowers advisors to maintain control and confidence for their clients in an unpredictable investment landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
Addepar
No
BambooHR
Yes
GeoWealth
No
Morningstar
No
OnPay
Yes
Orion
No
Pulse
No
SS&C Advent
No
Integrations
Addepar
Yes
BambooHR
No
GeoWealth
Yes
Morningstar
Yes
OnPay
No
Orion
Yes
Pulse
Yes
SS&C Advent
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Guideline
Country
United States
Website
www.guideline.com
Vendor Details
Company Name
Pontera
Founded
2012
Country
United States
Website
pontera.com