Our partner portal gives you access to all your client's plan information. See how many plans you have active, the total number of participants and the total AUM at a glance.Watch the demo
You can easily invite a client to go through our automated setup process. Or, if you want to be very hands on, you can use your partner link to facilitate the setup of a new plan on your client's behalf.Book a personal meeting
You'll be their hero when you connect your clients with the best retirement platform available! Many business owners aren't aware that an affordable, easy, high-quality solution is available to them.Watch the demo
Schedule a meeting with us to ensure that you and your small business clients can start taking advantage of the 401GO platform immediately.Schedule a meeting with Jeff
Get started today. We'll help.