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Talk to one of our plan specialists.
Retirement plan mandates might affect your business.
If you live in one of the many states that have passed (or are considering passing) secure choice legislation, your business may be required to offer a retirement benefit to your employees. Get the details in this white paper.
Discover how a 401(k) helps you save on taxes.
Tax savings is one of the biggest reasons business owners start a 401(k) plan. Learn how to make the most of available business and personal tax benefits in this helpful white paper.
Learn how to shop for a 401(k) plan for your business.
The details of what comes with your new 401(k) plan can be quite complex, and every provider offers a different set of services and a different pricing structure. This guide helps you know what questions to ask and how to judge the answers.
We're better together.
We help you give your clients the very best retirement benefit.
Optional 3(38) Services
We serve as a 3(38) fiduciary, but if businesses prefer to bring their own financial advisor along, we welcome them! Advisors can choose to serve in a 3(38) capacity, or let 401GO do the heavy lifting.
Custom Pricing Tiers
Partners can build their fee into our platform. Charge any way you prefer, including AUM, flat fee or per participant. You build your pricing in our portal, we'll do the collecting and deposit it into your bank account automatically.
Bundled Services
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.
Partner Portal
Our extensive partner portal offers you a way to invite your clients to join 401GO. It can also show you plan assets, let you build investment models, and even request access to individual participant accounts.
Automated 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.
Easy Management
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.
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