Pontera | Blog

March 24, 2025

Webinar recap: Offering wealth management to your plan participants

In our recent webinar, Kevin Amoruso, Director of DC Strategic Relationships at Pontera, was joined...

Pontera Marketing

1 min read

March 11, 2025

Why tax season is the best time for retirement planning

Once again, the time of year is upon us: tax season. While most people focus on checking the boxes...

Pontera Marketing

2 min read

February 25, 2025

What a new administration might mean for retirement planning

With Trump’s second presidential term underway, potential policy changes could directly impact...

Pontera Marketing

1 min read

January 16, 2025

Leveling the retirement playing field

For American families, retirement savings often represent their largest asset, making smart...

Pontera Marketing

3 min read

December 13, 2024

The technological revolution of wealth management

From communication and productivity to shopping and entertainment, technology has become integral...

Pontera Marketing

3 min read

November 11, 2024

Rethinking IRA rollovers: A growing number of U.S. workers are rolling into new 401(k)s

When workers transition jobs, they have a tough decision to make about what to do with their 401(k)...

Pontera Marketing

3 min read

October 30, 2024

Bridging the 401(k) literacy gap: The power of professional management

Are Americans financially literate? A new study by Pontera and The Harris Poll revealed a...

Pontera Marketing

2 min read

September 16, 2024

Pontera wins Wealthies award for 401(k) technology

Pontera, the fintech company enabling financial advisors to manage their clients’ 401(k) and other...

Pontera

1 min read

August 26, 2024

Turning market volatility into opportunity: The power of proactive 401(k) management

In today's ever-changing financial landscape, market volatility has become an inevitable reality....

Pontera Marketing

2 min read

July 31, 2024

Americans Want—and Need—More 401(k) Advice

Americans, left to manage their own retirement plan investments, are understandably anxious about...

Yoav Zurel

2 min read

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