Pontera

Need some weekend reading? Check out the latest coverage of Pontera's partnership with Oppenheimer & Co. Inc. from Alex Ortolani via PLANSPONSOR. “We believe the Pontera platform gives our advisers greater clarity into their clients’ full financial picture.” -- Bryan McKigney, President, Oppenheimer Asset Management. https://hubs.li/Q02ZdKTv0 #retirebetter #401k #retirement #fintech

Is it really already Thursday? We’re excited (and a little sad) as we kick off the final day of #SchwabIMPACT! Come to Booth #306 and learn how Pontera's secure platform enables RIAs to manage their clients' 401k accounts. Meet our awesome crew (L-R: Jared Welker, Kevin Werner, Drew Parker, and Eric Fitz-Randolph) and earn a chance to win a Tumi Mobile Organizer, Apple Airtag, and other cool prizes. #401k #retirebetter #retirement #fintech

Are you an #RIA attending #SchwabIMPACT? Stop by Pontera (Booth #306) to learn how our secure 401(k) management platform can help you deliver more value to clients AND grow your business. You can also schedule an on-site meeting at https://hubs.li/Q02YVGz20 #401k #retirement #fintech

Have you heard? Oppenheimer & Co. Inc., a top 10 US broker-dealer, is working with Pontera to manage clients' 401(k) accounts. Americans want expert help with their workplace accounts; Pontera offers advisors a secure solution to provide that help. Learn more https://lnkd.in/evqrHG_A #retirement #401k #retirebetter #fintech

Attention RIAs! If you're at #SchwabIMPACT, stop by Pontera's booth (#306) to learn how you can deliver more value to clients, and grow your business, by using Pontera to securely and seamlessly manage their 401(k)s. You can also earn a chance to win a Tumi Mobile Organizer and other prizes. ??Schedule an on-site meeting: https://hubs.li/Q02YJ_m70 #401k #retirebetter #fintech #retirement #RIA

Can’t wait to see you at #SchwabIMPACT! Visit Pontera at Booth 306 for a first-hand look at how Pontera’s secure platform empowers RIAs to view and manage clients’ 401(k)s as part of a holistic strategy. You can also put your #401k knowledge to the test for a chance to win prizes. ?? Schedule a meeting today: https://hubs.li/Q02YxDWq0 #retirebetter #fintech #retirement

Did you know? Nine in 10 clients say Yes when advisors offer to manage their 401(k) through Pontera, because clear insight fuels better outcomes. If you’re attending #SchwabIMPACT, visit Booth 306 and learn how you can deliver a higher level of service that includes 401(k) management. You can also earn a chance to win a Tumi Mobile Organizer and other prizes! ?? Schedule a meeting today: https://lnkd.in/etA4D3ga #401k #retirebetter #fintech #retirement

Great news for retirement savers: Pontera, the fintech company helping retirement savers receive 401(k) management from their chosen financial advisor, has formed a partnership with Oppenheimer & Co. Inc., a top 10 U.S. broker-dealer and investment bank founded in 1881. Read our press release to learn more how Oppenheimer advisors will use Pontera's secure platform to deliver holistic wealth management that incorporates their clients' total investment portfolio. https://lnkd.in/etWHURAd #retirebetter #401k #retirement

Join Pontera and Envestnet, Inc *tomorrow* to learn how the new BillFin integration helps financial advisors streamline the task of billing for the management of clients' 401(k)s and other workplace-sponsored retirement accounts. ? Date: November 14, 2024 ? Time: 2:00 PM ET ? Webinar Registration: https://lnkd.in/ej-s_ECu

This just in! ?? Lynn Cavanaugh of BenefitsPRO just published an in-depth article about the Pontera 401(k) Literacy Survey, which highlights Americans' broad need for more retirement plan education and support: "Retirement plan participants find plan information confusing, even overwhelming, and question their own investment choices, which is why 74% of Americans want more professional help with their 401(k)s – and many are willing to pay for it." ?? Read the article here: https://lnkd.in/eWf7cEsD ?? Get the survey here: https://hubs.li/Q02XYFcp0