Explore What’s Possible with 401GO
Welcome to the September Spotlight Month for Osaic advisors. Discover how our cutting-edge, advisor-focused 401(k) platform makes retirement plan management seamless, profitable, and remarkably straightforward for you and your clients.
- Integrated Fiduciary 3(16) & 3(38) risk mitigation
- Automated payroll sync with top providers
- Advisor portal with custom tracking & branding options
See 401GO in Action
Join our live, interactive product walkthroughs. Learn how our automated 401(k) platform saves time, reduces fiduciary liability, and cuts administration costs in half.
Thursday, September 3
12:00pm – 12:45pm (MDT)
Thursday, September 10
12:00pm – 12:45pm (MDT)
Thursday, September 17
12:00pm – 12:45pm (MDT)
Thursday, September 24
12:00pm – 12:45pm (MDT)
Thursday, October 1
12:00pm – 12:45pm (MDT)
A Different Kind of Retirement Conversation
Join us for a virtual chocolate tasting
Discover how we’re reshaping plan administration with modern high-touch technology. While we explore the simple power of the 401GO advisor portal, you’ll be guided through a curated flight of single-origin artisan chocolates delivered directly to your door.
- Thursday, November 16th • 2:00 PM EST
*Note: Please register by November 2nd to guarantee chocolate tasting box delivery before the session.
Resources for Your Practice
Access professional guides, step-by-step checklists, and strategic playbooks crafted to streamline your advisory operations and scale your client impact.
401GO Territory Map
Strategic Advisor Partner Specialist (SAPS)
Looking to bring a new retirement plan to 401GO or explore whether we’re a good fit? Your SAPS can answer questions, walk you through our solutions, provide a demo, and help you get started.
Regional Relationship Manager (RRM)
Your RRM focuses on the broader relationship between 401GO and your firm. Connect with your RRM to explore firm-wide opportunities, strategic initiatives, education, events, and other ways 401GO can support your organization.
Retirement Plans Don't Have to Be Complicated
Take a Closer Look at 401GO
You could be coming to see us
* Terms and conditions apply. Qualification criteria must be met to participate in the Spotlight Month travel package. Internal tracking and rules apply.