Pontera resources

An overview of the latest blog posts, research publications, and events & webinars.

Latest research & studies

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The retirement confidence crisis

Rising living costs and persistent inflation are the leading concerns for retirement savers across all generations, shaping how they think about long-term financial stability.

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401(k) Literacy Survey

Gain new insights about retirement saver behaviors and the impact of professional management on held away accounts.

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Retirement savers

Updating the 401(k) advice paradigm

For decades, the wealth management industry has viewed 401(k)s in a simple paradigm: wait until someone retires, roll over their 401(k), and then advise on how to make those assets last through retirement. But for many, the best time to seek investment advice is while they’re actively saving.

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0 min Read

Retirement savers

Updating the 401(k) advice paradigm

For decades, the wealth management industry has viewed 401(k)s in a simple paradigm: wait until someone retires, roll over their 401(k), and then advise on how to make those assets last through retirement. But for many, the best time to seek investment advice is while they’re actively saving.

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0 min Read

Retirement savers

The future of retirement advice: Key takeaways from the 2025 Workers’ Wealth Lab

Pontera is proud to partner with The Aspen Institute’s Financial Security Program to define the Future of Retirement Advice.

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0 min Read

Retirement savers

The future of retirement advice: Key takeaways from the 2025 Workers’ Wealth Lab

Pontera is proud to partner with The Aspen Institute’s Financial Security Program to define the Future of Retirement Advice.

·

0 min Read

Financial advisors & wealth managers

A new chapter in Pontera’s story

Today, we’re unveiling a new-and-improved look and feel for Pontera. Starting today and through 2026, you will begin to see a new visual identity: a new logo, new colors, and a brand new website geared towards serving everyone who benefits from a better retirement.

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0 min Read

Financial advisors & wealth managers

A new chapter in Pontera’s story

Today, we’re unveiling a new-and-improved look and feel for Pontera. Starting today and through 2026, you will begin to see a new visual identity: a new logo, new colors, and a brand new website geared towards serving everyone who benefits from a better retirement.

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Past webinars

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Maximizing client retirement outcomes at mid-year reviews

The retirement confidence gap: breaking down common money myths

Offering wealth management to your plan participants

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350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

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About

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Citations & data

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Commitment to client protection

Privacy policy

Privacy preferences

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

Connect. Manage. Grow.

Product

Log in

How it works

Features

Integrations

Security

Resources

All resources

About

Leadership

Policy

Careers

News

Facts & rights

Legal

Citations & data

Terms of use

Commitment to client protection

Privacy policy

Privacy preferences

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.