Partnerships with punch.
Meet us at the NAPA 401(k) Summit to see the platform advisors are choosing.
We want to connect with you at NAPA.
Find us at booth #107 to discover:
- How the 401GO platform is providing a better client experience
- The tools and resources we offer advisor partners
- How your business can grow by leveraging an automated and efficient solution for small companies
Let’s chat! Book a discovery call today to learn more.
We want your business to grow.
Grab our helpful guide to learn how.
Here's how it works.
The setup process is easier than you think.
Step 1: Account Setup
Create an account with your name, your business name, and your EIN or SSN.
Step 2: Plan Design
Answer a few questions about plan design, and then check the assumptions we made.
Step 3: Sign Documents
Sign your documents, connect your bank account, and you are ready to begin contributing!
Are you ready to begin your savings journey?
Join the waitlist and we will notify you as soon as your IRA is ready.
Automating everything but relationships.
Automated platform, human support.
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