401GO was built with financial advisor partnerships top-of-mind, and our extensive list of specialized tools built just for you shows that commitment runs deep. From our advisor portal and dashboards to our flexible pricing and automated invoicing, 401GO does more than any other retirement plan provider to make your job easier and your client relationships stronger.
Our Financial Advisor Solutions
The 401GO Advantage
401GO’s technology was specifically designed to make our financial advisor parters more effective. It supports, not supplants you, because we need you to reach our full potential. We are all better together.
How Do We Tailor Our 401(k) Solution to Your Clients?
Affordable Pricing
Industry-Leading Customer Service
15-Minute Plan Setup
Effortless Plan Maintenance and Compliance
Intuitive Mobile App
Thousands of Investment Choices
More Ways Advisors Benefit from Partnering with 401GO
15-Minute Plan Setup
Our custom-built technology automates traditionally monotonous and time-wasting processes so you can get clients set up in 15-minutes. This lets you see revenue sooner while you focus on serving your clients.
World Class Customer Service
We believe in the human experience, so when you, your client, or a plan participant contacts 401GO for support, a dedicated and proactive client success manager will be on the other line to resolve issues.
Intuitive Dashboards and Reports
Informative dashboards with advanced filtering make it easy to quickly assess factors such as plan performance and participation, both of which present valuable opportunities to expand the scope of your engagement.
Client Testimonials
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About Our Platform
Financial Advisor Retirement Planning Tools
TAMP Integration
Our integrations allow you to use your favorite tools to monitor plans the way you prefer. We create highly customized platforms to help you serve your clients best.
Automated Compliance
Through 401GO’s advanced technology, compliance is fully automated, eliminating a lot of hassle and possibility of mistakes. You get to worry less about checking boxes and more on serving your clients.
Proposal Builder
Create and download customized, plan-specific client proposals featuring your branding, firm information, and fee structure.
Investment Options
401GO offers a multitude of investment options, able to meet any participant’s goals and risk tolerance. Our robo-advisor assists with the investment selection process.
Our Pricing
Pricing that Truly Works for Advisors
Our financial advisor portal allows you to structure your own pricing tiers and set up automated invoicing. Charging your own setup and monthly participant fees, which we invoice on your behalf, means you get to revenue immediately, consistently and effortlessly.
You will truly wonder how you ever did this kind of work any other way.
Additional Resources
Frequently Asked Questions
Questions? We’ve Got Answers
How do 401GO partnerships differ from others?
While some platforms compete with advisors, we recognize their value for improving outcomes, so we actively seek to include them on as many plans as possible. We prefer our clients to have an advisor-led retirement experience.
We offer advisors a robust partner portal that facilitates their work. Monitor plans, run detailed reports, set pricing, build proposals and create fund lineups if you choose to, all from the convenience of the advisor portal. Ask us for a demo to get a full view of the features available.
How much investment flexibility is available?
Our in-house lineup offers a substantial selection of funds for participants to choose from, more than many of our competitors. Advisors who prefer to build their own lineup can select from any of the thousands of funds our custodial partner, Matrix Trust, offers.
We also partner with a few specialty investment advisors. For an added fee, you can get upgraded fund lineups that are closely monitored and regularly updated.
How do advisors get paid?
Inside the advisor portal you’re able to set up your own custom pricing tiers. These allow you to charge flat fees, one time fees or AUM fees. You can even create banded pricing based on volume. Connect your pricing tier to your client plan, and we will facilitate the collection of fees. Fees are automatically deposited into the account of your RIA or Broker/Dealer, for a friction-free experience.
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Start Your Journey with 401GO
401GO was built to partner with financial advisors. We know we both work better when we’re working together. Let us show you how much easier we can make your job, how happy we can make your clients, and how much you can benefit from a partnership with us.
