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Pontera

In PWD coverage since August 20, 2026 · 16+ stories

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practice

Pontera floats itself as AI's trust layer for 401(k) access

The 401(k) software firm says agent-to-agent finance needs a validating intermediary, while Schwab says it is preparing Charley agents for its millions of clients.

practice · Oct 6Pontera launches non-discretionary 401(k) service as password sharing stays blocked

practice · Oct 6Mariner CEO Marty Bicknell budgets $175M for 700 AI bots over five years

practice · Oct 5Ascensus launches a participant-referral workflow for plan advisers

RIA · Sep 30Pontera reframes itself as AI-agent gatekeeper as Schwab readies Charley agents

practice · Sep 30Pontera pitches an AI trust layer as Schwab prepares its Charley agent

Data · Sep 21A $51.2 trillion retirement record, and the defaults keep winning

the_wrap · Sep 18The 401(k) advice fight has moved to the login

the_wrap · Sep 17The default, not the annuity shelf, now decides retirement income

policy · Sep 10Ex-EBSA chief says the law never barred 401(k) advice

practice · Aug 26Pontera's non-discretionary tool turns held-away 401(k)s into billable work

practice · Aug 24The held-away 401(k) becomes a fee line

the_wrap · Aug 21Retirement managed accounts shift to adviser-controlled rails

RIA · Aug 20Pontera lets advisors recommend 401(k) trades without executing them

advisers · Aug 20Pontera adds a non-discretionary route into held-away 401(k)s

The Close · Aug 20Pontera adds non-discretionary 401(k) guidance tool after Fidelity credential fight

Pontera

Pontera floats itself as AI's trust layer for 401(k) access

The Family Office Daily Briefing