After Fidelity shutdown its password-sharing business model last year, Pontera's new tack is a 'non-discretionary service' while it waits out a CFPB decision on bank data-sharing fees and offers APIs to all comers

The New York 401(k) management software shop says it is merely responding to a subsegment of the 401(k) market that prefers a more hands-on approach.

Summary as published by RIABiz

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