Provide a better client experience.
See how well your plans are performing at a glance. You can also request access to participant accounts.
Enter a few pieces of information and you can download co-branded client proposals at any time, day or night.
Integrate with your TAMP
Our platform integrates with trusted tools to help you monitor your plans.
Get lots of reports
We have many reports available. Our most comprehensive report is perfect for annual or quarterly reviews.
Flexible 3(38) services
You have investment fiduciary options.
Let us handle it:
we offer 3(38) services with a robust investment lineup.
You handle it:
you can provide 3(38) services and build custom investment lineups and models within our portal.
Use a 3(38) partner:
we have a selection of partners that specialize in 3(38) services, which are available for an extra fee.
Offer the best price
Advisor-led plans receive our best pricing, with a low 0.1% AUM.
Build your own custom pricing tiers
Affordable pricing for your clients
We left space for your fee when we built ours. You can include your fee in our proposals, build pricing tiers in the portal, and we will provide friction-free billing to ease the collection process.
Does your state have retirement mandates?
State retirement mandates are creating a massive opportunity for advisors to build their practices. Find out why we recommend advisors focus on the micro-market and partner with 401GO.
Ask us to set up your partnership.
Schedule a no-obligation discovery call.
“Our business caters to small business owners. The 401GO platform makes so much sense for these clients.”
“No other platform exists where an advisor may help their client open a qualified retirement plan in 15 minutes!”
– Joel K.
TRY THESE SOLUTIONS
For Small Businesses
Solo 401(k) Plans
Group 401(k) Plans
LEARN MORE ABOUT RETIREMENT BENEFITS
With 401GO, financial advisors can choose between built-in or outside 3(38) fiduciary services.
Recently, the IRS made some important changes to how Roth IRAs can be funded that we want you to know about.
A high-quality and low-cost benefit can provide an attractive reason for businesses to join your organization, and to remain as members long term.