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Date	Headline
July 23, 2026	Pontera Introduces Bulk Rebalancing to Save Advisors Hours on Workplace Retirement Plan Management
Sept. 3, 2025	Pontera and Manulife John Hancock Retirement Announce Collaboration to Create Efficiencies for Advisors Looking to Improve Participant Outcomes with Personalized Defined Contribution Account Management
July 1, 2025	Pontera Adds Former U.S. Department of Labor Regulator Lisa M. Gomez as Strategic Advisor
Jan. 7, 2025	Pontera and Hightower to Deliver Enhanced Financial Advice Through SECURE, Seamless Management of Client 401(k)s
Nov. 14, 2024	Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients' 401(k)s
May 14, 2024	Pontera and Stifel Partner to Help 401(k) Participants Pursue Their Retirement Goal
Apr. 9, 2024	Pontera Builds Out DC Partnerships Unit with Trio of Experienced Hires
Apr. 4, 2024	Ameritas Now Works with Pontera to Offer 401(k) Management as Part of Holistic Financial Planning for Clients
Mar. 7, 2024	Pontera and AdvisorEngine Integration to Streamline Holistic 401(k) Management Capabilities for Advisory Firms
Jan. 21, 2024	Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Oct. 6, 2023	Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
June 9, 2022	Pontera and RFG Advisory Announce Partnership to Help Advisors Manage Clients’ Retirement Assets
Apr. 6, 2022	Pontera and Mutual Group Announce Partnership to Enable Advisors to Manage Client Held Away Retirement Accounts