Here's what you get when you use
401GO for Financial Advisors.
We give financial advisors a partner portal and dashboard.
Our partner portal gives you access to all your client's 401(k) plan information. See how many plans you have active, the total number of participants and the total AUM at a glance.
This gives you the ability to watch your plans, track their growth and identify potential problems, enabling you to provide the best advice to your retirement clients.
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Invite your clients to start a new plan or set up the plan for them.
You can easily invite a client to go through our automated setup process. The process is easy and only takes a few minutes. Using your link ensures their plan is connected to your partner profile.
Or, if you want to be very hands on, you can use your partner link to facilitate the setup of a new plan on your client's behalf. You can offer excellent service with just a few minutes of time, and feel confident knowing the plan is set up correctly for each client.
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Create custom pricing tiers and we'll facilitate payment.
Choose a flat fee or an AUM fee, a setup fee, and customize AUM tiers for how you prefer to be paid. You'll build your fee into our platform, to make the payment process simple and transparent for clients.
We use ACH deposits from the plan sponsor bank account directly to you (or your RIA or B/D), so collecting payment is seamless for you.
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Create investment lineups or models, or use ours.
If you choose to serve in a 3(38) capacity, you can select from thousands of funds offered by our custodian, Matrix Trust.
Additionally, you can create fund models, as many as you like, to better serve your plan participants. You can offer your models within our strategy builder, which creates custom risk-adjusted portfolios for employees.
If you choose not to serve as a 3(38), you can use the 401GO investment lineup, or work with one of our 3(38) partners.
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A full suite of reporting gives you all the information you need.
Our broad selection of reporting helps you keep track of employee deferral changes and money movement, get a breakdown of investments employees are using, and more.
Reports generate in real time, so you are always up-to-date on the health of the plans you manage.
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