RETIREMENT YOUR TEAM DESERVES
Your worry-free
401(k)
plan is ready
Just say yes. You can have the 401(k) benefit you always envisioned. Fully automated, the 401GO platform handles it all, including fast setup, built-in compliance, and payroll integration. Plus, you get human support to claim available tax credits and onboard your team.
15min
Plan setup time
200+
Payroll integrations
93%
Customer
Satisfaction Rate
Multiple
Plan options
available
All Sizes
SMB to enterprise
THE GENERATIONS
Most of the industry is still running on infrastructure from 1987. We’re not.
Retirement technology has progressed through three generations. Most providers settled into the first two. 401GO skipped ahead.
GEN-1
Fragmented vendors
The legacy era
- Multiple disconnected providers
- Sponsor acts as general contractor
- Paper-heavy operations with manual coordination required
- Each provider owns a piece; nobody owns the outcome
GEN-2
Fintech middleware
A wrapper over legacy systems
- Modern UI sitting on an outsourced legacy backend
- Recordkeeping and TPA still external and disconnected
- Innovation stops wherever the vendor dependencies start
GEN-3: 401GO
Built native
Zero legacy debt
- Every part of the stack owned and operated in-house
- Real-time data. No batch reconciliation, no data lag
- Automation across the full workflow, not just the front end
- One system of record, one team accountable for all of it
BUILT FOR YOUR BUSINESS
You don’t need more features. You need a platform that does what it promises.
Faster implementation
Quick and easy plan setup. Onboarding measured in days, not months.
“The 15-minute setup let me establish seven retirement plans in a single day. That’s not possible with traditional providers.”
Joe C
Financial Advisor
Less operational burden
Average advisor saves 30+ hours per plan compared to legacy providers.
“A big upside to the 401GO platform is its digital nature. Being able to do everything from data gathering, to initial meeting, to general administration online is ideal in today’s landscape.”
Luke T
Financial Advisor
Better visibility, end to end
One system of record. Real-time data. No more chasing vendors for status.
“401GO is simply the easiest way to track 401(k) investing. The platform has everything laid out in front of me, no hunting around for things.”
Verified G2 User
Small Business Owner
Confident scalability
Add plans without adding headcount. The infrastructure absorbs the volume.
“401GO gives me an opportunity to plan for the future.”
Caribbean G
Tax Specialist
Technology your clients trust
Modern, secure, and built to handle plans of every size.
“The platform’s ease of implementation and intuitive user experience made setting up and managing our 401(k) plan seamless and stress-free.”
Verified G2 User
Small Business Owner
BUILT FOR
Real partnerships
401GO powers retirement plans through people who actually serve small businesses. Pick you
r path.
FOR FINANCIAL ADVISORS
Scale your practice. Not your workload.
Get everything you need to win plans, run them efficiently, and grow without adding operational complexity. Proposals, pricing control, payroll sync, compliance: all in one advisor portal. Your clients will think you hired someone.
FOR PAYROLL & HCM PROVIDERS
Retirement infrastructure built into your platform.
Deep API integrations, custom workflows, and a GEN-3 retirement layer that connects directly to the payroll systems your clients are already using.
The industry has taken notice.
401GO has been recognized as one of the fastest growing retirement platforms in the country. The awards are nice. The 98% client retention rate is the one we actually brag about at dinner.
THE GENERATIONS
Proof in production
payroll integrations
0
+
saved per plan, on average
0
+hrs
of plans are conversions
0
%+
plan setup time
0
min
THE GENERATIONS
Proof in production
15min
Plan setup time
200+
Payroll integrations
93%
Customer
Satisfaction Rate
All Sizes
SMB to enterprise
INSIGHTS
From the team.
What’s actually changing in retirement infrastructure, the advisor channel, and the technology underneath it. Written by the people building it, not a content agency.
FREQUENTLY ASKED QUESTIONS
Questions? We’ve got answers.
Honest answers about how the platform works, what it costs, and where it fits.
What is 401GO?
401GO provides 401(k) retirement plans optimized for small to medium-sized businesses, though we work with businesses of all sizes. We offer simplified and streamlined processes that allow us to focus on meeting client needs. We automate the technical stuff and keep brilliant and empathetic humans on the front lines of support and client success.
How much does 401GO cost?
401GO’s pricing model is transparent and based on the number of plan participants. We also offer a cost calculator to help you decide which plan is best for you.
What services does 401GO offer?
401GO is a bundled 401(k) solution, providing a full suite of services, including plan setup, administration, compliance, investment management and participant education.
What are the advantages of using 401GO?
401GO offers a fast and easy setup process, a user-friendly platform, affordable pricing, and comprehensive customer support. We’ll work with you personally to ensure you’re taken care of.
Who is eligible for a 401GO plan?
401GO is optimized for small- to medium-sized businesses, but our features are robust enough to accommodate large enterprises, as well. We also offer attractive partnerships with financial advisors, accountants, payroll professionals, and more.
IN THEIR OWN WORDS
What changes when the infrastructure stops getting in the way?
Plan sponsors, advisors, and partners share what running a retirement plan actually looks like when they don’t have to manage the complexity.
Worry-Free Plans Need 5 Minutes a Month
Randon Aviation
Completely Seamless, Totally Painless
The Roxberry Group
User Friendly for Plan Sponsors and Participants Alike
American Benefits Company
Plan Sponsors in 30 Min or Less
Strategic Retirement Partners
START YOUR JOURNEY
Modern retirement infrastructure starts with one conversation.
Tell us about your business and the benefits you dream of offering to attract and keep great talent. We’ll show you exactly how 401GO can help achieve your goals. No slide deck required.
