Until recently, JourneyTree has not been able to manage employer retirement accounts (such as 401(k) and 403b plans) held by our clients.

At the end of 2023, we partnered with a company called Pontera to allow for seamless management of these accounts alongside your other investment accounts. This means that we can now monitor these employer retirement accounts, design appropriate investment portfolios, receive notifications of any investment changes, and adjust investment allocations as needed—all without the need for you to share your credentials with us.

Advantages of Pontera:

  • Allows for the active management of employer retirement plan(s) as part of your total portfolio, keeping your financial plan in mind.
  • Your quarterly reports from JourneyTree will now include the employer retirement accounts linked through Pontera.
  • Adding employer retirement account assets could potentially push you into another fee breakpoint with your financial advisor.
  • Once you have linked your accounts through Pontera, no further action is necessary.

HAVE QUESTIONS OR WANT TO KNOW HOW PONTERA MIGHT BENEFIT YOU?

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