Advisor-Led
Retirement Solutions
The 401(k) market may triple in size over the coming few years due to government regulations such as SECURE 2.0 and required state retirement plans. That means millions of employers are going to seek out advisor support. Are you ready?
To learn more about how 401GO helps advisors with retirement plans, schedule a time to meet with one of our representatives.
We're better together.
We help you give your clients the very best retirement benefit.
-
Bundled Services
We are the recordkeeper, plan administrator, and handle all 3(16) services. We even handle the billing to keep fees transparent.
-
Optional 3(38) Services
We serve as a 3(38) investment fiduciary, but if advisors prefer to accept that role themselves, we welcome it!
-
Robust Partner Portal
Our extensive partner portal helps you monitor plan health, build investment models and lineups, create proposals, and more.
401GO
Product
Discover
Help Center
