Join the hundreds of advisors who use 401GO.

Simplify retirement planning for your clients.

401GO offers financial advisors like you a powerful and comprehensive platform that is designed to simplify the entire retirement journey, from initial assessments to ongoing portfolio management.

Here’s why advisors love 401GO.

7x more efficient onboarding

Our guided setup process takes just minutes to complete, and your plan can be ready to use the same day.

Industry-leading support

We offer dedicated relationship managers for partners and plan sponsors.

Simple partner portal

Monitor plans, create proposals, build investment lineups and models in our user-friendly partner portal.

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I’m ready to learn more.

Schedule a discovery call with one of our partnership specialists.

“The fee is transparent and easy to understand. Open architecture is key from a fiduciary point of view. And that the platform is easy to use is essential in this day and age. Plan set-up takes a whopping ten minutes and plans can be up and running in 2 – 3 days.”

-Timothy Y.