Pontera and Manulife John Hancock Retirement Announce Collaboration to Create Efficiencies for Advisors Looking to Improve Participant Outcomes with Personalized Defined Contribution Account Management
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NEW YORK, Sept. 3, 2025 ~ Pontera, a leading fintech company, has announced a new strategic collaboration with Manulife John Hancock Retirement, a company under Manulife Wealth & Asset Management. This partnership aims to provide retirement savers in the United States with more options for managing their held-away accounts, including the ability to work with their chosen financial advisor.

According to Dave Goldman, Chief Business Officer at Pontera, many Americans rely on workplace retirement accounts as their primary savings. However, it has been historically challenging for financial advisors to efficiently manage these assets on behalf of their clients. This collaboration seeks to change that by offering significant benefits not only to participants but also to advisors and other stakeholders in the retirement industry.

The firms anticipate several potential advantages for advisors, participants, and plan sponsors through this collaboration. For advisors, it will provide tools for securely and compliantly managing clients' workplace retirement accounts. This will allow for deeper relationships with clients, improved portfolio alignment, and more holistic strategies. Participants will have increased access to professional advice for their defined contribution accounts such as 401(k)s. This will support smarter investing decisions, boost confidence in financial planning, and better prepare them for retirement. Plan sponsors will also benefit from this partnership as it adds value to their retirement plan offerings by supporting personalized advice that helps participants make better-informed financial decisions while working with the advisor of their choice.

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Wayne Park, CEO of Manulife John Hancock Retirement, shares Pontera's commitment to improving retirement outcomes for all Americans. He believes that giving plan participants more choice and access to advice is crucial in today's complex and volatile market environment. By enabling financial advisors to seamlessly manage their clients' defined contribution assets through this collaboration, they are helping people receive targeted and holistic investment strategies that align with their retirement goals.

Pontera's secure technology allows retirement savers to receive personalized defined contribution account management as part of a comprehensive wealth management service that incorporates all their financial holdings. The platform is certified under SOC 2 Type II and ISO 27001 standards, ensuring the security of clients' data while allowing advisors to analyze, rebalance, and monitor accounts.

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This collaboration between Pontera and Manulife John Hancock Retirement is a significant step towards providing retirement savers with more options and access to professional advice. It also highlights the shared mission of both companies to improve retirement outcomes for all Americans. With this partnership, participants can have confidence in their financial planning while advisors can deepen their relationships with clients and offer more holistic strategies for managing held-away accounts.
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