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Retirement

Managing the Plan but Not the WealthManaging the Plan but Not the Wealth

How advisors can help clients manage their defined contribution accounts to provide a holistic view of their portfolios.

May 22, 2023

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In this video, Fred Barstein, talks with Dave Goldman, chief business officer at Pontera, to discuss ways advisors can help clients manage their defined contribution accounts to provide a holistic view of their portfolios including:

How wealth advisors can help clients manage their DC accounts today
Job change strategies with recent DOL and SEC changes
What Pontera is doing to help Broker Dealers and RIAs, and their wealth advisors, to deal with the issues and current regulations

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