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Made Better Together

Our amazing platform and your excellent service make for an unbeatable offering.

Small business retirement plans tend to function better when an advisor is involved. Our efficient and affordable platform allows advisors to build their business by capturing the micro-market.

Finally, a simple, affordable 401(k) plan
is practical for small businesses.

For Employers

  • 15-minute setup

  • Automated administration

  • Affordable pricing

  • Dedicated relationship manager

For Advisors

  • Custom pricing tiers

  • Perform client setup

  • Partner portal dashboard

  • Optional 3(38) services

We’re better together

Ensuring every American is ready for retirement is a bold mission, and we can’t do it alone. We understand the critical role our partners play 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 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.

Save Time

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.

Full Service

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 pricing simple and transparent.

Compliance

Our fully integrated system performs ongoing testing to prevent surprises that arise during year-end testing. We also prepare and file the annual 5500 report 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.

Powerful Partner Tools

Partner and Client Reviews

  • 401GO reviews

    401GO Has Been Great for Us

    -Gary D. | Consultant

    401GO allowed us to add a 401(k) plan that did not break the bank and does not require a lot of time and management. We’ve been able to provide a valuable benefit without a huge expense. Being able to add profit-sharing funds to my own 401(k) as the business owner.

  • 401GO reviews

    Great Option for Small Businesses

    -Debbie S. | Accountant

    We implemented the plan to benefit our employees and help our owners manage their own personal tax expenses. After our positive experience, we started offering their plans to our clients, many of whom thought this type of benefit would not be within their reach.

  • Gary LoDuca

    The Best First Option to Consider

    – Gary LoDuca | CFP® Partner

    The simplicity and exceptionally fast plan design process is a big differentiator. The low cost structure combined with the admin and investment technologies completes the plan solution and makes 401GO the best first option to consider.

    Featured In:

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