Insights for Advisors

SIMPLE IRA to 401(k) Conversions Can Be Done Anytime

Karli Maughan

Insights for Advisors, Insights for Employers

In a traditional IRA, only the owner of the account contributes to it. There is another type of IRA, called a Savings Incentive Match PLan for Employees, cleverly acronymed SIMPLE…

401GO’s Tech is the Disruptive Force Behind a New Retirement Paradigm

Judd Bagley

Insights for Advisors, Insights for Employers, Insights for Everyone Else

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…

Enjoy Your Summer: 401GO Can Set Up Your Safe Harbor 401(k) in Minutes

Judd Bagley

SMB, Insights for Advisors, Insights for Employers, Safe Harbor

While most people consider Labor Day to be the unofficial first day of autumn, those of us in the retirement savings business think the season changes on October 1st: Safe…

Why Cash Balance Retirement Plans are Good for Small Businesses

Paul Villanueva

Insights for Advisors, Insights for Employers

The retirement plan industry is currently experiencing significant changes with a focus on the small market space. As traditional defined benefit plans have dwindled and defined contribution plans like the…

Technology is a 401(k) Game Changer for Small Businesses and Financial Advisors

Judd Bagley

Insights for Advisors, Insights for Employers

401GO’s founders are serial entrepreneurs who, while growing a promising small business, wanted to offer their employees the many benefits of a 401(k) plan — only to discover that the…

Colorado SecureSavings Pros and Cons

Jennifer Stott

Insights for Employers, Insights for Advisors, Secure Choice

Batman vs. Superman. Hulk vs. Wolverine. Frankenstein vs. Dracula. These are legendary contests, and while we don’t claim that 401GO vs. Colorado SecureSavings is as entertaining as the others, we…