Pontera resources
An overview of the latest blog posts, research publications, and events & webinars.
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.
401(k) Literacy Survey
Gain new insights about retirement saver behaviors and the impact of professional management on held away accounts.
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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Webinar
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Product
Product
How top advisors make 401(k) management an easy yes
Introducing held-away asset management shouldn't feel like a sales pitch. Join our 22-minute masterclass to learn the natural, credible language top advisors use to bridge the gap. We’ll arm you with the best practices to handle fees, security, and platform onboarding—ensuring you never lose momentum.
Webinar
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Event
PSCA National Conference
Where Visionaries, Peers, and Thought Leaders Come Together!
St. Louis, MO
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Event
Ascend 2026
Discover what it truly means to be powered by Concurrent.
Austin, TX
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Event
Csenge Advisor Group (CAG) Advisor Network Summit
A premier event for financial professionals to learn how to maximize operational efficiency and grow their practice while engaging with leading independent advisors.
Tampa, Florida
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Event
NAPA 401(k) Summit
Built by advisors, for advisors!
Tampa, Florida
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