Nothing is better for a small business than a local advisor that understands their unique needs. A fintech platform like 401GO can simplify 401(k)s for clients and advisors. Our financial advisor partners appreciate having a simple and affordable solution for their small business clients.
Accountants are often the first ones business owners turn to with financial questions. Your firm can have a bigger impact on clients by engaging a retirement partner like 401GO. Many accountants use a 401(k) to produce substantial tax savings for small businesses and their owners.
Our integrations with payroll providers create natural and beneficial partnership opportunities. Offer your clients more when you refer them to a retirement platform that works with their existing payroll providers. We offer financial perks for partners that refer to us, because when we work together, we both win.
Any professional that serves small businesses can work with 401GO to offer clients a retirement benefit that can provide substantial advantages. Bookkeepers, attorneys, consultants, and more: Help your clients and yourself when you partner with 401GO.
PEOs that want to offer their members a retirement solution have often turned to an MEP. The 401GO Syndicate offers a faster, cheaper and more flexible alternative. Your organization members will appreciate you offering a useful employee benefit at a better price than they can get on their own.
We partner with trade associations and chambers of commerce to provide more for members. When members get good retirement benefits the association thrives as well.
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.
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.
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.
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.
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.
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.
Get started today. We'll help.