The Best Benefit for Your Organization
Businesses are better when they work together. Business associations, chambers of commerce or other organizations can strengthen their value by offering Syndicate™, a high-quality retirement benefit that comes at a very attractive cost.
Futures Built Here
We Never Automate Relationships
No one wants to get customer service from a robot. Employers get a dedicated relationship manager, and employees get live support available by phone, email or chat. Our excellent support is our top-rated feature!
Thoughtful Advisors Program
Here’s What You’ll Get:
The Most Affordable 401(k) Plan
401GO was built to address the needs of even the smallest companies. The automation technology has created massive amounts of efficiency, driving down costs dramatically.
We’ll help you build a plan that’s in your budget.
A Plan That is Easy to Run
Automation drives the day-to-day tasks involved with a retirement plan, so you don’t need an HR team.
We’ll help you build a plan that requires almost no ongoing work from you.
Easy Use for Employees
Employees can easily access their plans from their phone, tablet or computer, to change their beneficiary, adjust their investments, request a disbursement, or monitor their progress.
Financial Wellness Tools
Every plan comes with built-in financial tools, like a retirement calculator, budgeting tool, goal tracker, spending insights, and educational articles. Even employees who don’t contribute to their 401(k) can have access to these tools for free.
As Well As:
15-Minute Plan-Design Process
Payroll Integrations
Excellent Support from 401GO
Guided Portfolio Builder
Easy Use for Employees
Reports and Live Dashboards
504 Ocean Avenue, Unit# 510417
Melbourne Beach, FL 32951
thinking@thoughtfuladvisors.com
Thoughtful Advisors Program
Meet the Founder of Thoughtful Advisors
Meet Gary LoDuca, CFP®, ChFC, AIF®
Founder, Owner, Chief Executive Thinker
I started in financial services in 1990. Became a fiduciary Investment Adviser (IAR) in 1996, a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner in 2011, a Chartered Financial Consultant (ChFC) in 2013, a Tax Planner in 2016, an Accredited Investment Fiduciary® (AIF®) and a Cash Balance Consultant (CBC) in 2018. I am very proud to have a clean compliance record over 25+ years as a fiduciary advisor.
Thoughtful Advisors was founded February 15, 2015 as an independent fiduciary and ethical alternative to mass-marketed national financial mega – corporations. We provide fiduciary financial and income planning for individuals and families. Our savings strategies are designed to achieve client goals at the lowest cost and level of risk possible. We focus on tax smart planning with on-going proactive tax planning changes.
For business clients, we design 401(k), Cash Balance and Non-Qualified Deferred Compensation (including Super Roth NQ) plans with smart fintech payroll and benefit providers. Our plans are fiduciary supervised to protect owners and employees. All plans come with an uncommon level of “do the right thing” professionalism – at lower costs than employers and employees are currently paying.
Your Servicing Partner
Meet the 401GO Team
Most small businesses are reluctant to start a 401(k) plan because of two main factors: time and cost. 401GO manages these concerns with two big features: automation and service bundling.
401GO provides plan design, administration, recordkeeping, compliance, payroll integration and more, so you don’t have to. You’ll only pay one service provider, and you’ll always know who to turn to for support.
The proprietary 401GO platform uses automation to perform tasks and keep costs low. No human input is required to manage contributions each pay period, track eligibility or send out required notifications. Most business owners spend just 10 minutes a year managing their plan! Discover why 401GO deserves its 4.8-star rating.
Ready to Get Started?
Talk to Gary About Joining the Group 401(k) Plan
Schedule a no obligation discovery call today.
