Pontera and 401GO partner to enable personalized 401(k) …
Working with Pontera's technology, 401GO will be able to empower plan participants to receive holistic, personalized 401(k) account management from their own advisor, helping them to realize...
Pontera and 401GO partner to enable personalized 401(k) …
Sep 19, 2024 · Pontera's secure, client-permissioned technology enables retirement savers to receive personalized 401(k) management as part of a holistic wealth management service that incorporates all,...
Pontera and 401GO Partner to Enable Personalized 401(k) …
PonteraTM, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, has announced a strategic partnership with 401GO, a fast-growing retirement plan provider that uses advanced technology to better serve plan sponsors, their participants and financial advisors.
Pontera deepens advice access in 401(k) plans with 401GO
Sep 19, 2024 · Pontera announced that it's collaborating with 401GO, a technology-driven 401(k) recordkeeper to let plan participants directly access professional 401(k) management services from their...
Pontera and 401GO partner to enable personalized 401(k
Sep 19, 2024 · Working with Pontera's technology, 401GO will be able to empower plan participants to receive holistic, personalized 401(k) account management from their own advisor, helping them to realize...
Pontera Expands 401(k) Advice Capabilities with 401GO Partnership
Sep 20, 2024 · 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 enable advisors to be paid directly from clients’ 401 (k) accounts.
Pontera Links With New 'Tech-Forward' Recordkeeper in
Sep 20, 2024 · Pontera has established a strategic partnership with 401GO meant to empower those saving in workplace retirement plans to receive personalized 401(k) account management from their own advisor.
Pontera Raises $60 Million to Help US Workers Retire Better - Yahoo Finance
Dec 7, 2023 · Pontera, the fintech company enabling 401 (k) participants to receive comprehensive wealth management services by personal financial advisors, has secured $60 million in a funding round led...
Pontera Raises $60 Million to Help US Workers Retire Better - PR …
NEW YORK, Dec. 7, 2023 /PRNewswire/ -- Pontera, the fintech company enabling 401 (k) participants to receive comprehensive wealth management services by personal financial advisors, has secured...
Pontera and 401GO partner to enable personalized 401(k) …
Sep 19, 2024 · Technology-forward recordkeeper will be the first to enable advisors to be paid directly from clients' 401 (k) accounts. NEW YORK and SANDY, Utah, Sept. 19, 2024 …
- Some results have been removed