Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The ASC DC/401(k) administration platform is regularly enhanced to accommodate all updates in legislation. It features adaptable eligibility assessments, a user-friendly data import wizard, and thorough data verification processes. The system supports a variety of funds and sources, employing either dollar or share accounting methods. Additionally, the ASC offers a complete Compliance Testing System. Users have the option to generate reports from the standard templates provided with the ASC System or create tailored reports using the ASC Reporter, which facilitates custom report creation. It also includes integrated budgeting solutions for various plan types such as new comparability, super integrated, age-weighted, and sole proprietor/partnership plans. The system efficiently calculates different employer contributions for 401(k) plans and other defined contribution schemes. Furthermore, it performs comprehensive employee data validation in one streamlined process, including the capacity for custom validation formulas, ensuring it stays fully updated with all legislative changes while enhancing user experience. This continual evolution reinforces the platform's commitment to providing reliable and efficient administrative support.
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
GeoWealth
No
Morningstar
No
Orion
No
Pulse
No
SS&C Advent
No
Integrations
Addepar
Yes
GeoWealth
Yes
Morningstar
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
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
Actuarial Systems Corporation - ASC
Founded
1981
Country
United States
Website
www.asc-net.com/admin-val-software/defined-contributions/
Vendor Details
Company Name
Pontera
Founded
2012
Country
United States
Website
pontera.com