401GO is built with partners in mind.
Give your small business clients the best benefit options.
Financial Advisor
Nothing is better for a small business than a local advisor that understands their unique needs. A fintech platform like 401GO can simply 401(k)s for cleints.
Accountants & CPAs
Accountants are often the first ones business owners go with financial questions. Your firm can have a bigger impact on clients by engaging a retirement plan like 401GO.
Professional Employer Organizations
PEOs that wants to offer their members a retirement solution have often turned to an MEP. The 401GO Syndicate offers a faster, cheaper, and easier alternative
Business Associations
We partner with trade associations and chambers of commerce to provide more for members. When member get good benefits the association thrives well.
Bookkeepers
Provide additonal services to your best clients by offering to connecet them with an affordable and efficient retirement platform. Your attention to their needs can help both bussinesses grow.
Payroll Providers
Our integration with payroll providers creates a natural and beneficial partnership opportunity. Offer your clients more when you refer them to a platform that works with their existing payroll provider.
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.
Automating everything but relationships.
Get started today. We'll help.
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