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Futures Built Here

Become a Partner with 401GO

401GO’s intuitive platform works seamlessly with financial advisors, accountants, bookkeepers, payroll providers, and more. Contact us to discover how partnering with us can elevate your services.

Become a Partner

How 401GO Works with Partners

401GO shares clientele with other industries. We can bundle our services with yours to create a stronger offering, leading to better customer retention and satisfaction. We also don’t compete with financial advisors, but instead provide additional tools to financial advisors to help better serve their clients. If you’re a financial advisor, bookkeeper, or payroll company, you’ll be thrilled at what you can do with 401GO.

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The Benefits of a 401GO Partnership

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World-Class Customer Service

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Efficient 15-Minute Setup

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Fully-Bundled Services

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Streamlined Administration

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Affordable Pricing

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Robust, Flexible Reports

About Our Platform

Take an In-Depth View of Our Software

Financial Advisors

401GO works with financial advisors, providing tools to monitor 401(k) performance, create proposals, integrate with TAMP, and produce a myriad of reports. You also enjoy flexible 3(38) options.

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Bookkeepers and Accountants

Bookkeepers and accountants appreciate having a reliable retirement partner they can refer clients to. Retirement plans come with tax benefits that many businesses take advantage of.

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Payroll Companies

401GO’s powerful 360° API integrations work with many prominent payroll providers, and our True360™ service handles the rest. Our integrations create added efficiency and reduce errors.

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Partnering with 401GO

Pricing to Fit Every Budget

401GO prioritizes affordability. Since our proprietary technology uses smart automation to reduce workload, we pass those savings on to you. Our plans start at just $79 per month with $9 per participant and 0.3% AUM fees. Let us customize a plan to fit your circumstances.

Partner Information

State Mandate Information

Is your state affected by mandates? Find out using this helpful list.

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Client Testimonials

See What Our Clients Say

The ease of access and ease of use is amazing. The platform is very user friendly and easy for our employees.

Lisa O.

You don't need to be an expert with 401k plan design to implement a plan in literally minutes.

Kelly B.

The ease to set up the 401k plan was amazingly simple. The ongoing administration is very easy. The selection of funds is fantastic.

Steve T.

Their solutions are affordable, easy to manage and they have EXCELLENT customer service.

Erin M.

News and Blog Articles

See Our Recent Blog Posts

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SIMPLE IRA and 401k differences

SIMPLE IRA vs. 401(k): Understanding the Key Differences

When considering starting a retirement plan, businesses have several options,…
October 21, 2024
SIMPLE IRA conversion to 401k

SIMPLE IRA to 401(k) Conversions Can Be Done Anytime

Many business owners hoping to provide a retirement savings benefit…
October 2, 2024
Pontera partners with 401GO

Pontera and 401GO Partner to Enable Personalized 401(k) Management

PonteraTM, the fintech company helping retirement savers receive professional 401(k)…
September 19, 2024

Futures Built Here

Partner With Us

Looking for a reliable 401(k) partner? Let 401GO create a solution that works for you. We work with small- and medium-sized businesses to develop flexible and customizable 401(k) solutions. No matter what your business or industry, let us build something with you.

Get Started Today