Cheryl Morrison Deutsch Joins 401GO as Chief Experience Officer
SANDY, Utah–(BUSINESS WIRE)–Leading tech-forward 401(k) retirement plan provider 401GO announced the appointment of Cheryl Morrison Deutsch as Chief Experience Officer (CXO). In that role, Morrison Deutsch will lead the creation of a long-term, mission-focused strategy for aligning the needs of 401GO’s diverse set of users and partners with the company’s products and technology. She brings […]
Stan Smith Speaks on 401KSpecialist Podcast
CGO at 401GO Stan Smith recently spoke on 401(k) Specialist Podcast about the exciting landscape of the small-to-medium-sized business (SMB) market. As government mandates and employee expectations for workplace benefits rise, the SMB market is a place of great innovation. Listen as Smith shares his insights on what’s driving change in the retirement industry and […]
401GO Expands Retirement Savings Plan Investment Offerings Through Partnership with Mesirow
Next generation retirement plan provider 401GO and independent, employee-owned financial services firm Mesirow launched a partnership through which Mesirow will provide outsourced 3(38) fiduciary services to 401GO clients. 401GO has more than 1,400 financial advisor partners through the 401GO recordkeeping system. These advisors will be able to access Mesirow’s 3(38) fiduciary services, which will be integrated within the 401GO […]
401GO and isolved Announce Strategic Partnership to Simplify Retirement Planning for Businesses
Next-generation retirement plan provider 401GO, announced its strategic partnership with isolved®, an industry-leading human capital management (HCM) technology provider. The new offering, isolved 401(k), powered by 401GO, simplifies compliance, reduces administrative burdens, and delivers impactful benefits—all while potentially maximizing savings through tax credits and deductions for the more than 189,000 employers leveraging isolved People Cloud™. With […]
Sue Hardy and Kelly Wilde Announced as Top 50 Women Leaders in Financial Technology of 2024
[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”” text_direction=”default”] 401GO is proud to announce that Sue Hardy, Head of Operations, […]
401GO Receives a Vote of Confidence from Silicon Valley Bank
The underwriters at Silicon Valley Bank (SVB) took a look under the hood and decided 401GO is worthy of a partnership with them, via a $3-million growth capital term loan. With these funds, we will develop new products and bring on key new talent while advancing existing partnerships. We will also be able to offer […]
401GO Names Retirement Industry Veteran Stan Smith as CGO
401GO, the next-generation retirement plan provider for employers, advisors and individuals, announced the appointment of Stan Smith as Chief Growth Officer (CGO). His 26-year career includes leadership positions at Fidelity Investments, SaveDaily, and DriveWealth. As CGO, Smith will work to meet 401GO’s aggressive market share growth projections while helping the company extend frictionless retirement planning to its […]
401GO Named in RetireTech Map
We are thrilled to announce that 401GO has been featured in KWP Growth Partners’ Workplace RetireTech Map 1.0, a comprehensive overview of 60 digital-forward companies addressing key challenges in workplace retirement.
Pontera and 401GO Partner to Enable Personalized 401(k) Management
PonteraTM, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, has announced a strategic partnership with 401GO, a fast-growing retirement plan provider that uses advanced technology to better serve plan sponsors, their participants and financial advisors.
401GO Raises $12M Series A to Fuel Next Phase of Growth
401GO, the next-generation retirement plan provider for employers, advisors and individuals, today announced the successful completion of its $12 million Series A funding round, led by Next Frontier Capital.