Lisa M. Gomez Joins Pontera as Strategic Advisor to Enhance Retirement Solutions

Pontera Welcomes Lisa M. Gomez as Strategic Advisor

Pontera, a prominent financial technology firm dedicated to enhancing financial advisors' access to clients' retirement savings, has made a significant strategic move by appointing Lisa M. Gomez, the former head of the Employee Benefits Security Administration (EBSA) at the U.S. Department of Labor, as its strategic advisor.

A New Era for Pontera

This collaboration is expected to shape the future of retirement management services as Gomez brings over thirty years of valuable experience in employee benefits and retirement policy. Her previous leadership at the EBSA included overseeing a staggering 801,000 retirement plans that collectively possess assets amounting to approximately $12 trillion. This wealth of knowledge aligns seamlessly with Pontera's mission: to empower financial advisors and improve retirement outcomes for clients across the nation.

Yoav Zurel, CEO of Pontera, expressed his enthusiasm about the partnership, stating, "Lisa's role at the helm of the agency responsible for protecting the retirement and health benefits of over 153 million individuals expands our potential to influence meaningful change in the U.S. retirement landscape. Her expertise will accelerate our relationships with policymakers and the defined contribution sector, ultimately benefitting American retirement savers."

A Commitment to Participants

Gomez's approach is grounded in a desire to foster a participant-centric retirement system. "I am excited to join Pontera at such a pivotal time," she remarked. "Providing retirement plan participants with greater control over their assets, coupled with a comprehensive view of their financial health, is a mission I passionately support. Pontera's innovative approach positions it to lead this transformative change."

Pontera's technology bridges the gap that has long existed in wealth management, allowing advisors to manage held-away accounts, such as 401(k)s and 403(b)s, securely and efficiently. By enhancing portfolio visibility and enabling tailored advisory services, Pontera strives to support advisors in making informed decisions for their clients' retirement.

Transforming Financial Management

Through the integration of technology and a rigorous compliance framework, Pontera not only responds to the challenges faced by retirement savers but also initiates a new standard in how advisors manage these accounts. This progressive approach ensures that advisors can offer personalized investment advice, better facilitate rebalancing efforts, and improve overall financial outcomes for their clients.

Additionally, alongside Gomez's appointment, Pontera remains committed to working collaboratively with various stakeholders—recordkeepers, retirement plan advisors, plan sponsors, and participants—aiming to foster an ecosystem that supports informed retirement planning decisions.

Gomez's legacy of working at the intersection of regulation and participation reflects Pontera's goals excellently. As Pontera continues to carve its niche within the fintech industry, the strategic appointment of Gomez underscores the company's dedication to becoming a leader in retirement solutions.

With this notable change in leadership, Pontera is not only enhancing its operational capabilities but also ensuring that it remains at the forefront of the evolving retirement management industry. The company's platform, launched in 2012 and headquartered in New York City, is designed to integrate seamlessly with various account types, reinforcing its dedication to driving innovation and improving financial advisor capabilities.

For further insights on how Pontera is revolutionizing retirement asset management, visit www.pontera.com.