Big news: We’re Partnering with Heartland
Heartland decided to take our relationship to the next level by making 401GO their preferred 401(k) plan provider and the engine behind what they are calling Retire powered by 401GO.
401GO Receives a Vote of Confidence from Silicon Valley Bank
The underwriters at Silicon Valley Bank (SVB) took a look under the hood and decided 401GO is worthy of a partnership with them, via a $3-million growth capital term loan. With these funds, we will develop new products and bring on key new talent while advancing existing partnerships. We will also be able to offer […]
401GO Names Retirement Industry Veteran Stan Smith as CGO
401GO, the next-generation retirement plan provider for employers, advisors and individuals, announced the appointment of Stan Smith as Chief Growth Officer (CGO). His 26-year career includes leadership positions at Fidelity Investments, SaveDaily, and DriveWealth. As CGO, Smith will work to meet 401GO’s aggressive market share growth projections while helping the company extend frictionless retirement planning to its […]
401GO Named in RetireTech Map
We are thrilled to announce that 401GO has been featured in KWP Growth Partners’ Workplace RetireTech Map 1.0, a comprehensive overview of 60 digital-forward companies addressing key challenges in workplace retirement.
Year-End Checklist for Payroll and Benefits Compliance
As 2024 comes to an end and things quiet down for a few days, it’s a good opportunity for outsourced payroll and benefits administrators to make sure 2025 begins in full compliance. Here’s a list of important items you’ll hopefully have buttoned up already. 1. Payroll Compliance 2. Benefits Compliance 3. Tax Compliance 4. Vendor […]
Announcing 401GO’s Cash Balance Plan Education Webinar Series
In October, 401GO co-founder Jared Porter was a panelist on a webinar dedicated to helping financial advisors better understand the cash balance plan. That event was very well received and resulted in several attendees asking for additional training. We work hard to listen to our advisor partners, and have launched a cash balance education webinar […]
Pontera and 401GO Partner to Enable Personalized 401(k) Management
PonteraTM, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, has announced a strategic partnership with 401GO, a fast-growing retirement plan provider that uses advanced technology to better serve plan sponsors, their participants and financial advisors.
401GO is the Disruptive Force Behind a New RetireTech Paradigm
Most technological advances are incremental, with new products offering small improvements over those that preceded them. Rarely does a new entrant go to market with a solution that represents an order of magnitude improvement over the status quo. 401GO happens to be an exception.
Enjoy Your Summer: 401GO Can Set Up Your Safe Harbor 401(k) in Minutes
So why are all the other 401(k) providers getting all worked up on social media, saying it’s urgent that the process of creating a new safe harbor plan must begin immediately if that distant deadline is to be met? Is it possible their calendars are broken?
Technology is a 401(k) Game Changer for Small Businesses and Financial Advisors
401GO’s founders are serial entrepreneurs who wanted to offer their employees the many benefits of a 401(k) plan — only to discover that the status quo presented impediments serious enough to make it nearly impossible.