Skip to main content

Who We Work With

401(k) Technology Optimized for Financial Advisors

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.

Financial advisors - 401GO
401GO

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.

Get Your Personal Quote Today

How Do We Tailor Our 401(k) Solution to Your Clients?

401(k) plans for small business - 401GO

Affordable Pricing

Icon Of A Man With A Laptop - 401GO

Industry-Leading Customer Service

Plan setup icon

15-Minute Plan Setup

Automated compliance form icon

Effortless Plan Maintenance and Compliance

Small business retirement plans - 401GO

Intuitive Mobile App

State mandate - 401GO

Thousands of Investment Choices

More Ways Advisors Benefit from Partnering with 401GO

401(k) quick 15 minute setup for financial advisors - 401GO
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 for financial advisors using 401GO
401GO

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.

401(k) software for advisors - 401GO
401GO

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

See What Our Clients Say

The ease of access and ease of use is amazing. The platform is very user friendly and easy for our employees.

Lisa O.

You don't need to be an expert with 401k plan design to implement a plan in literally minutes.

Kelly B.

The ease to set up the 401k plan was amazingly simple. The ongoing administration is very easy. The selection of funds is fantastic.

Steve T.

Their solutions are affordable, easy to manage and they have EXCELLENT customer service.

Erin M.

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.

Financial Advisors Offering 401(k) Software - 401GO
401GO

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.

Automated compliance
401GO

Proposal Builder

Create and download customized, plan-specific client proposals featuring your branding, firm information, and fee structure.

Intuitive design
401GO

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.

Live data
401GO

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.

Calculate Your Client's Price
best solo 401(k) plans - 401GO
401GO
#1 for Customer Satisfaction - 401GO
G2 High Performer Summer 2023 - 401GO
Advisors Choice Recordkeeper from NAPA - 401GO
G2 Americas High Performer Winter 2024 - 401GO
Top Recordkeepers from NAPA 2022 - 401GO
G2 Momentum Leader Summer 2024 - 401GO
G2 Users Love Us - 401GO
Advisors Choice Recordkeeper by NAPA - 401GO
G2 High Performer Fall 2023 - 401GO
Advisors Choice Top Recordkeepers for Small Plans by NAPA 2022 - 401GO
G2 High Performer Winter 2024 - 401GO
G2 4.8 Star Rating - 401GO

Additional Resources

State mandate - 401GO

State Retirement Mandates

Tax benefits - 401GO

Discover Tax Credits

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.

News and Blog Articles

See Our Recent Blog Posts

Filter

SIMPLE IRA and 401k differences

SIMPLE IRA vs. 401(k): Understanding the Key Differences

When considering starting a retirement plan, businesses have several options,…
October 21, 2024
SIMPLE IRA conversion to 401k

SIMPLE IRA to 401(k) Conversions Can Be Done Anytime

Many business owners hoping to provide a retirement savings benefit…
October 2, 2024
Pontera partners with 401GO

Pontera and 401GO Partner to Enable Personalized 401(k) Management

PonteraTM, the fintech company helping retirement savers receive professional 401(k)…
September 19, 2024

Let’s Get Started

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.

Get Started Today