Pontera

Most clients don’t know they’re making costly mistakes in their 401(k)s because no one is telling them 🤐 According to the Pontera 401(k) survey: ➡️ 87% of Americans face at least one challenge when selecting investment options, and 66% have faced at least two. ➡️ 74% of participants didn’t know the correct age for catch-up contributions. ➡️ 40% said they rarely or never adjust their 401(k) allocations, even as their financial situations change. The problem is that 401(k)s often fall outside an advisor’s direct management. Advisors don’t always have the tools to oversee them, which leaves clients to make major financial decisions on their own: choosing the wrong funds, taking on unnecessary risk, or missing out on employer match benefits. With Pontera, advisors can securely and compliantly manage 401(k)s to give them the confidence and oversight they need to provide a holistic portfolio strategy.

As a financial advisor, your time is valuable 💯 Between balancing clients' needs, managing portfolios, and staying ahead of market trends, it can feel like there’s never enough time in the day. With the right tools, managing retirement accounts and investments can be simpler and more efficient. Pontera does just that by seamlessly integrating retirement accounts into your broader investment strategies, allowing you to manage everything in one place. By streamlining the management of all your clients' accounts, you can offer advice based on a complete picture of their financial situation. Pontera saves you time and helps you build stronger, more trusting relationships with your clients 🙌

Thank you Pontera Warsaw team for everything you do!

There is a growing demand for 401(k) guidance: ✅ 61% of retirement savers now say they need professional advice—up from 55% last year. ✅ 55% say they’d feel very confident about their retirement goals if they had an advisor—up from 49%. And with workers expecting 43% of their retirement income to come from their 401(k)s (a jump from 40% last year), the stakes are even higher. But the challenge is that most people don’t know how to optimize their 401(k)s. Plan providers offer some tools, but that doesn’t replace expert guidance. That’s where financial advisors make a difference. Research shows that clients who work with advisors can see up to 4% higher annual net returns than those who are managing their accounts on their own. The Pontera platform allows advisors to bridge this gap so they can manage client 401(k)s with the same care as other investments.

Retirement plan advisors, it’s your last chance to secure your spot for TOMORROW 🚨 Don’t miss our exclusive webinar with Fred Reish, Joshua Waldbeser, and Jaron Carmichael, CPA, PFS, CFP®, AIF®, CPFA® on offering participant-level wealth management and growing your advisory business. 📅 Tomorrow, March 19 at 3:00 pm ET 🔗 https://lnkd.in/giEnJmfA

The Pontera team had an amazing time at the OneDigital Summit25 🎉 Kevin Amoruso, AIF® and Jay Jung Jr. had the opportunity to connect with so many incredible advisors who work in both the retirement plan and advisory spaces. We had great conversations about how retirement plan advisors can leverage Pontera to better serve plan participants and explored innovative ways to scale their offerings It was inspiring to hear how excited everyone was about how Pontera could support their growth across all areas of their business. One advisor even shared that Pontera was the best thing to come out of the conference 🙌 We truly appreciate everyone who took the time to stop by and chat with us!

This International Women’s Day, we’re proud to celebrate the incredible women at Pontera and across the financial industry who are making a difference every day 🖤 From financial advisors guiding clients toward secure retirements to leaders driving innovation in wealth management, your impact is undeniable. At Pontera, we’re proud to help financial advisors provide better retirement planning for all—especially women, who often face unique financial challenges. To all the women in wealth management: Your expertise, dedication, and advocacy are changing lives. And to the next generation of female financial leaders: we see you, we support you, and we can’t wait to see what you accomplish.

“Pontera really helps us work towards our goal of being the most trusted in financial advice.”  - Lawrence Sprung, CFP®, CEO, Mitlin Financial, Inc® At Mitlin Financial, providing personalized advice and guidance to the families that they serve is their top priority. But helping clients with held-away assets—like 401(k)s—was a manual, labor-intensive process. That changed when they became a Carson partner and were introduced to Pontera. For the first time, they could securely and compliantly manage their clients’ 401(k)s and offer direct guidance while maintaining full transparency. It was nothing they’d seen before. With Pontera, Mitlin Financial can confidently provide better service to the families they serve by giving them a clear picture of their financial situation.