Find your Senior Advisor of Plan Solutions
Territory Map
Financial advisors, find your sales contact here.
To discuss how 401GO can help your firm achieve its goal this year, speak to our relationship management team.
Tucker Morin
Regional Relationship Manager:
West Territory
tucker@401go.com
801.348.8808
Book a meeting with me
Dustin Stadel
Regional Relationship Manager:
Midwest Territory
dustin@401go.com
816.300.8221
Book a meeting with me
Mike Kouromihelakis
Regional Relationship Manager: Northeast Territory
mike@401go.com
860.969.9048
Book a meeting with me
Video Testimonials
Hear what advisors say about us
“I’ve had nothing but great feedback from the clients we refer to 401GO.”
Mason Moore
Fermata 401(k)
“They truly are a partner in my business. They want me to be successful.”
Robert Darrow
Strive Retirement Group
“401GO fulfills the needs of our clients.”
Rob Edwards
Financial Integrators
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
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Here’s what we’re talking about
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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!
