The retirement-focused fintech firm's latest strategic partnership will help more plan participants get personalized guidance ...
Pontera, the fintech company that helps retirement savers access professional 401(k) account management from their financial advisor, has announced a new strategic partnership with 401GO that will ...
Pontera has established a strategic partnership with 401GO meant to empower those saving in workplace retirement plans to ...
The deal is the firm’s first with a DC recordkeeper and comes on the heels of Fidelity warning it would block Pontera’s third ...
The partnership with Pontera opens up new opportunities for 401GO in the marketplace. Financial advisors using the 401GO recordkeeper platform will be able to extend their services to more households ...
The PEP will be available to Commonwealth’s network of affiliated advisers and will include administrative and compliance ...