A program created for and with our partners

The best solutions are born from collaboration. That’s why we built a partner program that simplifies the on-boarding process.
Enroll as Partner
Advisors
We love working with both financial and benefit advisors. You know what is best for your clients, and we want only to enhance your value and what you already provide for them.
PEOs
Don’t go through the hassle and cost of sponsoring an multiple employer plan when you can partner with us to create a low cost option for your clients without the fiduciary liability.
Chamber Of Commerce
You can now offer a 401(k) plan to your members without having to worry about all the “red tape” and cost. We can coordinate with you to help your business members get the very best deal.
Associations

Add a 401(k) plan to your offered benefits with 401GO. We make this one cohesive product to those association members. Costs and co-branding make this the smartest and easiest option for you.

CPAs & Accountants
You don’t have to be an expert in 401(k), but you can certainly help your clients find the tax-saving benefit of sponsoring a 401(k) plan. Hand it off to us and you can return to doing what you do best!
Payroll Providers
We love to integrate with payroll providers to provide an experience that’s easy and hassle-free for businesses. Now you can partner with us and provide a low-cost, automated 401(k) plan.

Boost your productivity.

Through integration and automation, we’ve made it simple for our partners to offer their clients an affordable 401(k).
Save Time
Stop wasting time with complicated on-boarding processes, frustrating plan design, administration, compliance and record-keeping. 401GO will lighten your load.
Save Time
Stop wasting time with complicated on-boarding processes, frustrating plan design, administration, compliance and record-keeping. 401GO will lighten your load.
Plan Design
Our plan design and setup process takes mere minutes. Work with your client to determine which of our plans is best and then we do the rest. We even do all the heavy lifting when it comes to a take-over plan.
Compliance
Our fully integrated system does ongoing testing throughout the year to help prevent against surprises that arise during year-end testing. We also handle annual 5500 filings so you don’t have to.

Key 401(k) Statistics

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Participate

HOW IT WORKS

Application

Start by completing a short Application. Your application will be processed in 1 business day.

Approval

Once approved, your new 401GO Partner account will be created and you will recieve an email with login instructions.

Partnership

You will be given a unique link to your signup page, all plans that signup using your link will be visible from your dashboard.  
Partner
PARTNER

Become A Partner

How does it Work?

While most modern web-based 401(k) solutions are in competition with Advisors, we understand the critical role they have in helping businesses with their 401(k). 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 advisor, in fact, if we get a plan that wasn’t referred to us from an advisor, we try to pair them up with one of our trusted partners.

Schedule a demo