Extend your value.
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
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.
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.
Guided portfolio builder
Easy use for employees
Financial wellness tools
Reports and live dashboards
A POWERFUL PARTNERSHIP FOR YOU.
Perks for your clients
Perks for you
Flexible referral systems
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.
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.
For Small Businesses
Solo 401(k) Plans
Group 401(k) Plans
LEARN MORE ABOUT RETIREMENT BENEFITS
One of the benefits of becoming a 401(k) plan sponsor include reducing your business’s tax liability. Let’s take a look at how it works.
Small business owners may rely on their accountant or bookkeeper to provide the advice they need for finding a 401(k) company to partner with.
When questions arise, automated support is rarely an ideal solution for end users. The best fintech providers understand this problem.