Pontera

Financial advisors can make a significant, positive difference in the retirement confidence of their clients. A new survey by Pontera and The Harris Poll found that 84% of Americans feel *highly* confident in securing a stable financial future when they work with a financial professional. Learn more about the value of professional guidance in our first-ever 401(k) Literacy Survey, available at https://hubs.ly/Q02WCGjD0. #retirebetter #financialplanning #401k #financialadvisor #RIA #fintech

Mind the gap! 81% of US workers with employer-sponsored retirement plans believe 401(k)s are paramount to future financial wellness, yet new Pontera research by The Harris Poll shows there are significant knowledge gaps. With Pontera, financial advisors can manage clients’ 401(k) accounts AND give clients the peace of mind they need to retire with greater confidence. To learn more and download the survey, visit https://hubs.li/Q02Wvm620. #retirement #401k #retirebetter #fintech #advisors

Advisors adding value...10% is a baseline for initial installation of a financial plan, creating a guide path toward maximizing your 401k savings is being a financial leader in the lives of clients.

A new study by Pontera and The Harris Poll reveals a big disconnect between Americans' perceived financial knowledge of retirement accounts and their actual knowledge, highlighting the need for more education and support so plan participants can make better-informed decisions and be more confident about their retirement. Read all about it at: https://lnkd.in/en-Gn4J2

Fantastic coverage of Pontera's first-ever 401k Literacy Survey by Caitlin Cahalan of TheStreet. Great context on the challenges faced by US retirement savers and why financial advisors offer an important solution. "Pontera recently released its 401(k) Literacy Study, and the results underscore the widening retirement knowledge gap between those with advisors and those without. Professional financial guidance may give cautious investors more confidence in their investment portfolios." https://lnkd.in/eXhBzAPp

Check out this coverage of the first-ever Pontera 401k Literacy Survey by Brian Anderson of 401k Specialist Magazine. We asked The Harris Poll to survey 2,000 plan participants across the US, half of whom also have a financial advisor, enabling us to compare their levels of retirement plan knowledge and confidence between the two groups. https://lnkd.in/ekeemhvu

Check out this great coverage by InvestmentNews and Leo Almazora of Pontera's first-ever consumer survey by The Harris Poll exploring the challenges faced by 401(k) savers and the value, and greater confidence, that financial advisors deliver through personalized advice. #401k #retirebetter #retirement https://lnkd.in/e-Ubf4Vd

Retirement savers are more engaged, knowledgeable about 401(k)s and more highly confident in their retirement futures when they have a financial advisor to support them, according to the Pontera 401(k) Literacy Survey of 2,000+ plan participants by The Harris Poll. Advised participants, for example, say they contributed 15% of their income to workplace plan accounts, versus 10% among un-advised workers. For a deeper dive into the research, visit info.pontera.com/survey and read our press release: https://lnkd.in/e6CchJP7 #retirement #fintech #401k #retirebetter

"We want advisors to do what they love, and are great at, and adds maximum value to the client, and then find the right partner and technology to take care of the rest." -- Trap Kloman, Commonwealth Financial Network We're thrilled that Commonwealth is rolling out Pontera technology so its advisors can deliver even greater value to clients by securely managing their 401(k) accounts. Check out this Financial Advisor IQ interview by Sam Del Rowe to see how CFN is leveraging technology to give its advisors more time, and better insights, to help clients achieve better outcomes. #401k #retirement #fintech #retirebetter https://lnkd.in/gnpgrnD3

DC Plan Recordkeepers! We can’t wait to see you Oct. 13-15 at the Advisor2X Wealth@Wor(k) conference in San Antonio. Visit Pontera at Table 4H to discover how our secure technology empowers recordkeepers can give plan participants more choices for getting help, enable financial advisors to deliver personalized management of clients’ 401(k) accounts, AND drive growth in your DC plan business. Schedule a meeting today: https://lnkd.in/eAnkB2ni #401k #fintech #retirement #retirebetter