Powered by 401GO
You can complete the set up process in as little as 15 minutes. We eliminate the need for negotiating multiple agreements, forms and spreadsheets. Using our guided process, you'll be saving in no time!
After setup, you'll only spend 10 minutes a year taking care of your plan. Payroll integrations and other automations make most of the tasks happen in the background, with no work from you.
Plans are just $9/participant with a small AUM fee, and you only pay for the employees who are using the plan. We never charge setup or termination fees.
We don't make your employees talk to robots! Live support is available for employees with dedicated relationship managers for employers and their admins.
With True360™, we can integrated with almost every payroll provider out there.
We can accommodate almost any type of plan design, including safe harbor, profit-sharing and traditional options.
On our Plus and Premier plans, an ERISA bond is included, so your assets are insured and safe.
We don't shove participants into pre-built boxes, we customize portfolios to meet their individual needs.
Our system will send out required notifications by email, so you'll never have to track employee eligibility on your own.
We provide automated, ongoing testing to watch for problems all year long, so you won't have surprises at year end.
We prepare, sign and file the 5500 form, as well as the 1099-R and 8955-SSA. We'll take responsibility for the accuracy of these forms.
We don't charge termination fees and don't require specific design options, making your plan easy to detach, should you ever choose to leave the group.
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’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.
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!
Visit G2 to learn why 401GO deserves its 4.9-star rating.