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NEW YORK and SALT LAKE CITY — Sept. 24, 2024 — PonteraTM, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, has announced…
Insights for Advisors, Insights for Employers, Insights for Everyone Else
Most technological advances are incremental, with new products offering small improvements over those that preceded them. Rarely does a new entrant go to market with a solution that represents an…
SMB, Insights for Advisors, Insights for Employers, Safe Harbor
While most people consider Labor Day to be the unofficial first day of autumn, those of us in the retirement savings business think the season changes on October 1st: Safe…
Insights for Advisors, Insights for Employers
401GO’s founders are serial entrepreneurs who, while growing a promising small business, wanted to offer their employees the many benefits of a 401(k) plan — only to discover that the…
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Led by Next Frontier Capital, the new capital allows the company to add new products, increase headcount, and further its mission to usher in the modern era for retirement planning…
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