401GO Author
Karli Maughan
With years of retirement industry experience, Karli is passionate about helping financial advisors get the best for their small business clients. Karli Maughan came to 401GO with years of experience at a TPA, working with financial advisors, their clients and recordkeeper partners on retirement plan design and establishment. She gained a deep appreciation for the industry and the impact it has on participants. With her move to 401GO, Karli fell into a sales role easily. She values the role financial advisors play in retirement planning, and loves building beneficial relationships with them. The potential for fintech platforms to transform the way advisors do business is a vision she works hard to communicate to her advisor partners. Karli is a Regional VP of Advisor Partnerships for 401GO.
