Advisor partnerships provide 401GO’s foundation
Plan Sponsor Testimonial
Darren Gillespie, Eagle Mountain Counseling
Advisor Partner Testimonial
Charlie Munkwitz, M3 Financial
401GO Makes it Fast and Easy
15 minutes to set up, 5 minutes a month to maintain
Advisor Partner Testimonial
Brett Adams, DecisionPoint Financial
Advisor Partner Portal Demo
We work hard to make your job easy.
401Goals: Financial Wellness Tools
Free to all employees, participant or not.
“View As” Function Demo
Another great idea from an advisor partner.
Find your Regional Vice President
Territory Map
To connect with your RVP, select the state that is home to your firm’s headquarters.
Advisor Partner Testimonial
Mason Moore, Fermata 401(k)
Advisor Partner Testimonial
Robert Darrow, Strive Retirement Group
Advisor Partner Testimonial
Rob Edwards, Financial Integrators
Advisor Partner Testimonial
Scott Pooch, Workplace Financial Solutions
Get to know us
Meet our sales leadership team
Learn more about 401GO
Informative content for retirement plan advisors
Support for the advisor sales process
Marketing content for your retirement plan clients
Video Testimonials
Hear it from our clients
5 Min a Month for Worry-Free Plans
Randon Aviation
Completely Seamless, Totally Painless
The Roxberry Group
The Most Beneficial for the Client
American Benefits Company
Here’s what we’re talking about
Recent blog posts
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Conversation Starters
Ask Your Clients These Questions
Do You Currently Offer a 401(k)?
If yes, are you happy with it? Would you like to make changes or switch providers?
If no, have you considered it?
Do You Have Concerns About Hiring and Retention?
Do you have anything in place to help with employee retention?
Are You Aware of State Retirement Mandates?
Several states have mandates in place that will affect almost all businesses. Several more have legislation in progress.
Do You Currently Offer a 401(k)?
If yes, are you happy with it? Would you like to make changes or switch providers?
If no, have you considered it?
Do You Have Concerns About Hiring and Retention?
Do you have anything in place to help with employee retention?
Are You Aware of State Retirement Mandates?
Several states have mandates in place that will affect almost all businesses. Several more have legislation in progress.
Six reasons to choose 401GO
15-Minute Plan-Design Process
Personalized Attention
No Plan Setup Fee and Low Prices
Pioneering Technology
Intuitive Mobile App
Tax Assistance for Small Businesses
State Mandates
Does Your State Mandate a Retirement Plan?
Businesses in some states may be mandated to offer a retirement plan.
- Retirement plans are mandatory in several states.
A number of states are now requiring businesses to offer a retirement plan. Many more have legislation in process, so it is likely to be a reality for almost all businesses within a few years. - Most state plans are expensive.
Roth IRAs are not for everyone, and they’re not as powerful as a 401(k). A 401(k) has much higher contribution limits, better investment options, and is typically more affordable for participants. - Some state plans are expensive.
Some states charge high fees to participants, and some impose penalties for employers who are not compliant. - A 401(k) is the best alternative.
A 401(k) plan counts as a qualified retirement options, allowing businesses to avoid using the state-run plans.
Futures Built Here
We Never Automate Relationships
No one wants to get customer service from a robot. Employers get a dedicated relationship manager, and employees get live support available by phone, email or chat. Our excellent support is our top-rated feature!
