Advisor-led Retirement Solutions
The 401(k) market may triple in size over the coming years due to government regulations such as SECURE Act 2.0 and required state retirement plans. That means millions of employers will be seeking 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.
Dedicated relationship manager
Built for financial advisors
Simple onboarding process
Let’s win together.
We help you give your clients the very best retirement benefit.
Bundled Services
We are the recordkeeper, plan administrator, and provide all 3(16) services. We even help with billing to keep fees transparent.
Optional 3(38) Services
Advisors have the option to serve as the 3(38) fiduciary for their clients, or use our 3(38) services.
Robust Partner Portal
Our extensive partner portal helps you monitor plan health, build investment models and lineups, create proposals and more.
Let’s get you some more information.
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"The 401GO team has been fantastic to work with every step of the way!"
– Eric O.
“Their solutions are affordable and they have EXCELLENT customer service.”
– Erin M.
“Their support and responsiveness has been outstanding."
– Lisa A.