We love working with both financial and benefit advisors. Nothing is better for small businesses than a local advisor that knows that business’s unique needs and our platform which simplifies a 401k. With more time you can focus on your clients and find more time to win more plans.
CPAs and accountants are often the ones business owners trust the most when it comes to financial matters. By partnering with 401GO, your firm can have a bigger and more profound impact on your clients by helping them save more for retirement while also finding numerous tax benefits.
MEPs have long been the default for PEOs wanting to offer their clients a 401k solution. We’ve developed the 401k Syndicate offering as a fresh alternative to MEPs. A syndicated offering provides all the benefits of an MEP or PEP without the hassles.
We partner with various trade associations and chambers of commerce to help them provide more for their members. By creating a 401k Syndicate sponsored by your association and ran on our powerful platform, you’ll enhance the value you provide members. Not only will your member organizations benefit but the association will as well.
Time Saving Automation
Powerful Portfolio Tools
Plan Design Options
Cost to Employees
Complicated & Hidden Fees
Ensuring every American is ready for retirement is a bold mission, and we can’t do this alone. We understand the critical role our partners play in helping businesses with their 401k. Our partner-based model is built to make your life easy so you can focus on service rather than paperwork, billing and all the hassles of traditional plans. We want every plan we manage to have the support of a local partner, in fact, if we get a plan that wasn’t referred to us from a partner, we try to pair them up with one of our trusted partners.
Stop wasting time with complicated on-boarding processes, frustrating plan design, administration, compliance and recordkeeping. We handle the busy work so you can spend more time advising your clients and winning more plans.
We are the recordkeeper, plan administrator, and handle all 3(16) related services. We can also provide a full 3(38) services or allow our partners to provide their choice of 3(38) or 3(21) services. We even handle the billing to keep things simple and transparent.
Our fully integrated system does ongoing testing throughout the year to prevent surprises that arise during year-end testing. We also handle annual 5500 filings so you don’t have to. All assets are held by our partner, Broadridge Matrix, and all data is handled with bank-level security standards.