Extend your value.

Give your clients the best retirement solutions.
Partners ACCT
401GO accountant partnerships

Small businesses need affordable retirement plans.

Your clients trust you to give them sound advice. When they ask you about workplace retirement plans, you’ll look like a hero when you send them to a partner that treats them right.

EASY TAX BENEFITS

401(k) plans offer big tax savings. Ask us how.

We’ll take good care of your referrals.

No one wants to get customer service from a robot. All our plan sponsors get a dedicated relationship manager, with support available by phone, email or chat. Our excellent support is our top-rated feature!

POWERFUL PLANS FOR YOUR CLIENTS

401k pricing

Pricing they can afford

Starting at just $9/participant, with discounts for companies with 50 employees or more, your clients can have a valuable benefit at a reasonable price point.

Management they don’t have to think about

Automation handles all the day-to-day work, so once the plan is set up, they’ll only spend 10 minutes a year on administrative tasks.

Live customer support when they need it

Our highly-trained team of humans provide stellar support for both employers and employees. If a problem ever arises, we’ll be there to help.

PLUS

15-minute setup

Payroll integrations

Guided portfolio builder

Easy use for employees

Financial wellness tools

Reports and live dashboards

A POWERFUL PARTNERSHIP FOR YOU.

Flexible perks that you can share.

Perks for your clients

Perks for you

Flexible referral systems

Take your practice to the next level.

We understand the trust your clients place in you, which is why we work so hard to earn your trust in us.

We deliver industry-leading support to keep your team happy and help your practice thrive.

TRY US OUT YOURSELF

We offer new partners 6 months of free service.

Let’s talk.

Schedule a no-obligation discovery call.

Does your state have retirement mandates?

"After our positive personal experience, we started offering their plans to our payroll clients, many of whom thought this type of benefit would not be within their reach."

– Debbie S.

“401GO has provided excellent customer support and education throughout our partnership. They are an awesome solution for my company."

– Gloria G.

TRY THESE SOLUTIONS.

401(k) Plans

For Small Businesses

Solo 401(k) Plans

For Solopreneurs

Syndicate

Group 401(k) Plans

LEARN MORE ABOUT RETIREMENT BENEFITS