Great price, great advice.
Introducing the Thoughtful Advisors group 401(k) plan. POWERED BY 401GO
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.
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!
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.
PLUS
15-minute setup
Payroll integrations
Guided portfolio builder
Easy use for employees
Reports and live dashboards
Excellent support from 401GO
Choose Thoughtful Advisors
Meet Gary LoDuca, CFP®, ChFC, AIF®
FOUNDER, OWNER, CHIEF EXECUTIVE THINKER
I graduated from the University of Florida – College of Business in 1989 and started in financial services with First Union National Bank in 1990. I became a Investment Adviser Representative (IAR) in 1996, CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner in 2011, Chartered Financial Consultant (ChFC) in 2013, Tax Planner in 2016, Accredited Investment Fiduciary® (AIF®) and Cash Balance Consultant (CBC) in 2018. I am very proud to have a clean compliance record over my 25+ years as a fiduciary advisor.
I am very proud to have a clean compliance record over my 25+ years as a fiduciary advisor. I’m past 2 term Treasurer of South Tampa Chamber of Commerce, current Treasurer of Coleman Middle School PTSA, member of the Tampa Bay Estate Planning Council and the University of Florida Advisor Network. I taught Religious Education at Christ the King Catholic Church and coached Tampa Bay Little League Baseball and UA Flag Football.
I’ve been a South Tampa resident since 1990 and homeowner since 1993. Our family enjoys surfing and water related activities in summer and snowboarding and snow related activities in winter.
Meet the 401GO team.
YOUR SERVICING PARTNER
FOUNDER, OWNER, CHIEF EXECUTIVE THINKER
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.
Let’s talk.
Talk to Gary about joining the group 401(k) plan.
Schedule a no-obligation discovery call.
Are you ready to get started?
You could be up and running today.