Big news: We’re Partnering with Heartland
Heartland decided to take our relationship to the next level by making 401GO their preferred 401(k) plan provider and the engine behind what they are calling Retire powered by 401GO.
401GO Expands Retirement Savings Plan Investment Offerings Through Partnership with Mesirow
Next generation retirement plan provider 401GO and independent, employee-owned financial services firm Mesirow launched a partnership through which Mesirow will provide outsourced 3(38) fiduciary services to 401GO clients. 401GO has more than 1,400 financial advisor partners through the 401GO recordkeeping system. These advisors will be able to access Mesirow’s 3(38) fiduciary services, which will be integrated within the 401GO […]
Why Happy Clients Ditch Their Financial Advisors (and 3 Ways to Re-Engage Them)
When a client says, “Everything’s fine! Nothing to discuss,” in all your meetings, that’s a financial advisor win—right? Not necessarily. According to Meghaan Lurtz, Ph.D., a leading global expert on the psychology of financial planning, this can be a sign of looming danger for your relationship. Fix, Fine, Flourish: How (and Why) Clients Fall Out of Love […]
401GO and isolved Announce Strategic Partnership to Simplify Retirement Planning for Businesses
Next-generation retirement plan provider 401GO, announced its strategic partnership with isolved®, an industry-leading human capital management (HCM) technology provider. The new offering, isolved 401(k), powered by 401GO, simplifies compliance, reduces administrative burdens, and delivers impactful benefits—all while potentially maximizing savings through tax credits and deductions for the more than 189,000 employers leveraging isolved People Cloud™. With […]
Fast-Track Q1 Payroll Sales with Fintech 401(k) Solutions
As a payroll salesperson, the first quarter of the year can often feel like an uphill battle. Business owners are recovering from the holiday season, budgets are still being finalized, and sales can seem slower than usual. However, this lull presents an excellent opportunity to pivot your strategy and make the most of bundled payroll […]
HCM Companies Should Partner with 401(k) Providers
In my experience, HCM companies want to be a complete solution for their clients, and offer them a full range of the services they need. Bundling various products together and selling them under one brand creates value that is enticing to potential clients.