Customer Experience Advocate

Partnership unveiled at Blueprint 2024, Stifel's national sales and innovation conference, in Las Vegas. Over 200,000 Stifel clients will now benefit from secure, personalized 401(k) management.NEW YORK, May 14, 2024 /PRNewswire/ -- Pontera, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, is pleased to announce the launch of a partnership with Stifel Financial Corporation , a premier full-service brokerage and investment banking firm operating across the United States and abroad.Pontera will help Stifel advisors deliver comprehensive guidance that can yield better retirement outcomes for clients. Post this Pontera and Stifel's milestone partnership was unveiled today by Ron Kruszewski, Chairman and Chief Executive of Stifel, during a mainstage presentation at Blueprint 2024, Stifel’s annual national sales and innovation conference, in Las Vegas.Pontera's milestone partnership with Stifel was unveiled today by Ron Kruszewski , Chairman and Chief Executive of Stifel, during a mainstage presentation at Blueprint 2024, Stifel's annual national sales and innovation conference, in Las Vegas. With this collaboration, more than 2,400 Stifel advisors will be able to securely manage 401(k)s for over 200,000 clients through the Pontera platform as part of a personalized, comprehensive wealth management plan."When clients turn to their advisor for investment advice, they're looking for help managing all of their assets — not just some," Kruszewski said. "We're thrilled to collaborate with Pontera and help our advisors answer this call for help by giving them tools to securely and efficiently manage their clients' workplace retirement accounts."Gaining a clear view of their clients' 401(k)s through Pontera will help Stifel advisors deliver holistic guidance that yields better outcomes and peace of mind for clients. During a walkthrough of Pontera's functionality, Kruszewski noted the platform will be integrated with Stifel's advisor-driven tech stack: Addepar, for holistic performance reporting; Salesforce CRM, for streamlined client-account visibility; and Stifel's WealthTracker solution."We applaud Stifel for adopting technologies that enable its advisors to better serve their clients," said David Goldman , Chief Business Officer, Pontera

Jerry Bonnabeau joins as Head of DC Partnerships; Kevin Amoruso as Director, DC Strategic Relationships; and Todd Stablewski as Director, DC PartnershipsNEW YORK and NASHVILLE, Tenn., April 8, 2024 /PRNewswire/ -- Pontera, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, has announced the hiring of three leaders with nearly 70 years combined experience in the defined contribution (DC) plan industry.Jerry Bonnabeau joins Pontera as its Head of DC Partnerships, a new role, in which he will lead Todd Stablewski, Director, DC Partnerships, and Kevin Amoruso, Director, DC Strategic Relationships.Pontera has hired three new leaders with nearly 70 years combined experience in the defined contribution plan industry. Post this Pontera's new DC Partnerships team, from left to right: Todd Stablewski, Director, DC Partnerships; Jerry Bonnabeau, Head of DC Partnerships; Kevin Amoruso Director, DC Strategic Relationships.Pontera, which recently joined the National Association of Plan Advisors, announced the hires during NAPA's annual 401(k) Summit in Nashville, Tenn., April 7-9, 2024, which Bonnabeau and Amoruso attended alongside other Pontera executives."We're confident that by forging stronger relationships with recordkeepers, Pontera can help more retirement savers pursue better outcomes by turning 401(k) management over to their own personal advisor and receiving holistic financial advice," said David Goldman, Chief Business Officer, Pontera.Prior to joining Pontera, Bonnabeau was Chief Growth Officer at Atlas Point, a firm that uses behavioral science to help advisors with client conversations. He previously held leadership positions at Edelman Financial Engines for 16 years, as well as at Putnam Investments and RobustWealth.Stablewski joins Pontera from Voya Financial, where he was Vice President, Investment Product Partners. Before that, he served in similar roles at MassMutual Financial Group, Mercer, and Fidelity Investments over the course of 25 years.Amoruso, who spent nearly 14 years at Principal Financial Group, where he managed relationships with the DC divisions of the industry's largest retirement plan advisors and broker dealers.These team additions come as the DC plan business continues to evolve, with sponsors starting to broaden the spectrum of guidance solutions they offer. As the needs of participants shift, plan sponsors recognize many workers could benefit from more personalized guidance, according to a recent Cerulli Associates report.Pontera's platform enables recordkeepers and plan sponsors to offer participants access to personalized 401(k) management from their trusted financial advisor."We're excited to join Pontera's mission to enable more retirement savers to get holistic investment guidance incorporating their full portfolio," said Bonnabeau. "Studies show professionally-managed portfolios can generate significantly higher returns than self-managed accounts1, and with 40% of retirement income generated from their 401(k)s2, Americans increasingly want these accounts integrated with their overall financial plan."A recent survey of DC plan participants found 62% wish they could turn management of their retirement accounts over to a professional, while 52% say they are overwhelmed by plan information

Investment advisory firm enhances its wealth management capabilitiesNEW YORK and LINCOLN, Neb., April 4, 2024 /PRNewswire/ -- Pontera , the fintech company helping retirement savers receive 401(k) account management from their trusted financial advisor, and Ameritas Advisory Services, LLC, an investment adviser and wholly owned subsidiary of Ameritas , have announced the launch of their business relationship."We're always looking to bolster our offerings, meet our clients' evolving needs and deliver a better experience." Post this Ameritas selects Pontera to enhance its wealth management capabilities.Ameritas selected Pontera to help enable its financial professionals to securely manage their clients' 401(k)s, 403(b)s, 457(b)s and other workplace retirement accounts by using the platform. Financial professionals can also proactively monitor and rebalance plan accounts in keeping with a comprehensive investment plan.Ameritas offers financial professionals freedom and flexibility through multiple affiliation models and custody options. Likewise, working with Pontera gives its financial professionals more choice in the technology they can use to help deliver available options to clients."We're always looking to bolster our offerings, meet our clients' evolving needs and deliver a better experience," said Brandon Mann , President, Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. "With the addition of the Pontera platform, our financial professionals can provide holistic, personalized investment advice powered by greater visibility into their clients' 401(k)s and other workplace-sponsored plans."As inflation and an uncertain economy impact their retirement outlook, Americans are increasingly concerned about retirement security, according to recent market research. At the same time, there is rising demand for customized retirement-planning guidance."We're excited to have Ameritas join Pontera's mission to help more retirement savers achieve better outcomes by getting professional guidance on their 401(k)s," said Peter Nolan , Vice President, Enterprise, Pontera. "When financial professionals are equipped with clear insight across all their holdings, including workplace-sponsored accounts, retirement savers may be more confident in their financial future."Pontera helps Americans get professional 401(k) management from their financial professional through its secure, client-permissioned platform