With Pontera's latest platform partnership, IAA’s 140 partner firms will be able to view, analyze and manage clients’ 401(k)s and other workplace plan accounts

Pontera has formed a partnership with Independent Advisor Alliance (IAA), enabling its advisors to offer enhanced wealth management services by integrating workplace retirement accounts into their holistic financial planning process.

Top 10 U.S. broker-dealer will leverage Pontera's secure platform to manage workplace retirement accounts and help clients optimize their returns.

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, says a Pontera survey..

Pontera, the fintech company helping Americans retire better, announced the availability of Envestnet's BillFin solution through a new integration that will make 401(k) account billing more efficient and seamless for financial advisors.

Pontera asked The Harris Poll to conduct a nationwide survey of 2,010 workplace retirement plan participants from 50 states, half of whom also work with a financial advisor. We found that 8 in 10 advised participants – and 100% of Baby Boomers – enjoy greater peace of mind and confidence. These participants are also more engaged with their plans than un-advised workers and more likely to maximize their annual contributions.