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Pontera extends 401(k) platform with Ameritas alliance
The fintech will provide access to its workplace retirement account platform for advisors at the firm.
Ameritas rolls out pooled employer plan
TRG Fiduciary Services will serve as plan provider, and LeafHouse Financial will select and monitor the PEP's investments.
Team managing $2 billion splits from Ameritas
TFB Advisors spins off from Tax Favored Benefits as a new hybrid RIA, staffed by six advisers who had worked for years at Ameritas.
