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 401(k). 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 401(k) solution. We’ve developed the 401(k) 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 401(k) 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.
Finally, a simple, affordable 401(k) plan is practical for small businesses.
Dedicated relationship manager
Custom pricing tiers
Perform client setup
Partner portal dashboard
Optional 3(38) services
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.
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 pricing simple and transparent.
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.
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.
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.
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.