Great price, great advice.

Introducing the Caldera Wealth Management group 401(k) plan. POWERED BY 401GO

The best benefit for your organization.

Businesses are better when they work together. Business associations, chambers of commerce or other organizations can strengthen their value by offering Syndicate™, a high-quality retirement benefit that comes at a very attractive cost.

caldera wealth management group 401k plan
We never automate relationships.
No one wants to get customer service from a robot. Employers get a dedicated relationship manager, and employees get live support available by phone, email or chat. Our excellent support is our top-rated feature!
Here’s what you’ll get.
The most affordable 401(k) plan
401GO was built to address the needs of even the smallest companies. The automation technology has created massive amounts of efficiency, driving down costs dramatically.
We’ll help you build a plan that’s in your budget.
A plan that is easy to run
Automation drives the day-to-day tasks involved with a retirement plan, so you don’t need an HR team.
We’ll help you build a plan that requires almost no ongoing work from you.
Easy use for employees
Employees can easily access their plans from their phone, tablet or computer, to change their beneficiary, adjust their investments, request a disbursement, or monitor their progress.
Financial wellness tools
Every plan comes with built-in financial tools, like a retirement calculator, budgeting tool, goal tracker, spending insights, and educational articles. Even employees who don’t contribute to their 401(k) can have access to these tools for free.

15-minute setup

Payroll integrations

Guided portfolio builder

Easy use for employees

Reports and live dashboards

Excellent support from 401GO

Caldera Wealth Management group 401(k) plan

Choose Caldera Wealth Management

Meet Joe Caldera, AAMS®, AIF®, CRPS®

Caldera Wealth has been serving the community for the past 20 years. We provide access to a valuable offering for employers sponsoring a retirement plan. Many employers are seeking less administration work, greater efficiencies and reduction in liability. Caldera Wealth strives to do this and more.

We partner with 401GO because they offer a truly excellent platform that offloads much of the responsibility business owners carry. 401GO manages employee eligibility tracking and notifications, contributions, processing distributions, completing all plan testing, annual reporting and annual IRS filings. Their platform also offers participant education and enrollment, financial wellness, investment monitoring for performance and fees.

Joining into a group retirement program offers individual companies with the buying power of one large plan with the flexibility to design a plan that is unique to your needs.

Meet the 401GO team.
Most small businesses are reluctant to start a 401(k) plan because of two main factors: time and cost. 401GO manages these concerns with two big features: automation and service bundling.
401GO provides plan design, administration, recordkeeping, compliance, payroll integration and more, so you don’t have to. You’ll only pay one service provider, and you’ll always know who to turn to for support.
The proprietary 401GO platform uses automation to perform tasks and keep costs low. No human input is required to manage contributions each pay period, track eligibility or send out required notifications. Most business owners spend just 10 minutes a year managing their plan! Discover why 401GO deserves its 4.8-star rating.

Let’s talk.

Talk to CWM about joining the group 401(k) plan.

Schedule a no-obligation discovery call.

Are you ready to get started?
You could be up and running today.