We win together.
Our plans are better when they include you.
Your input has a big impact.
We strive to produce the best results for everyone — participants, employers, and advisors. Fintech solutions function best when that tech is paired with knowledgeable experts and helpful support.
The new 3-legged stool
The real power is in the relationships.
Plans tend to perform about 15% better when an advisor is involved.
We automate everything but relationships.
No one wants to get customer service from a robot. All our partners and plan sponsors get a dedicated relationship manager, and participants get live support available by phone, email or chat.
FRIENDS WITH BENEFITS
Our partnerships are valuable and friction-free.
Monitor the progress of your plans with dashboards. You’ll see a list of all the plans you manage, and you can view the size and health of each plan. You can request access to participant accounts, too.
Generate clients proposals anytime you need them. We offer different proposals based on the plan type, and allow you to include your contact information and your fee along with ours.
Our reports are useful all the time, and available everyday. Our most detailed report gives you all the information you need, perfect for quarterly or annual reviews.
Custom fund lineups
If you choose to serve as the 3(38) fiduciary for your plans, use our builder to create your custom fund lineups and models. You’ll have access to every fund offered by our custodial partner, Matrix Trust, and you can build as many models as you need.
Our integrations give you the flexibility to use your favorite tools seamlessly, so you can monitor plan health the way you prefer.
PARTNERSHIPS THAT PAY
Good for clients, and good for you.
Include your fee in proposals.
Since our platform is ultra-efficient, we’re able to keep our fees low. We even provide partners with a slightly discounted rate, to leave space for you to charge your own fees for the work you do for your clients.
Enjoy our friction-free billing.
We provide partners our best rate, to leave space for you to charge your own fees for the work you do on the plan. When we collect our fee for services, we’ll collect yours at the same time. You’ll receive deposits in your account automatically.
Schedule a no-obligation discovery call. Bring all your questions with you.
“Plan set-up takes a whopping ten minutes and plans can be up and running in 2 - 3 days.”
“The website and signup are great. Reports are fantastic.”
LEARN ABOUT OUR SOLUTIONS.
Solo 401(k) Plans
A Group 401(k) Solution
LEARN MORE ABOUT RETIREMENT BENEFITS
With 401GO, financial advisors can choose between built-in or outside 3(38) fiduciary services.
Recently, the IRS made some important changes to how Roth IRAs can be funded that we want you to know about.
A high-quality and low-cost benefit can provide an attractive reason for businesses to join your organization, and to remain as members long term.