401GO

Why do “fine” clients drop their financial advisors? Meghaan Lurtz, Ph.D., recently broke down the “fine” phenomenon on Michael Kitces' blog and emphasized the importance of helping clients “flourish” for soaring retention rates. There are many ways you can re-engage your clients and overcome the “fine” trap. Learn about them here: https://hubs.ly/Q03cL8K90 #FinancialAdvisors #ClientRetention #FinancialPlanning #401GO

At the recent Employee Benefit Research Institute-Milken Institute 2025 Retirement Symposium, our Founder and CEO, Dan Beck shared insights into how fintech and AI are transforming retirement plan administration. Want to stay ahead of emerging trends in fintech? Read the full article from PlanAdviser to discover how new tools are reshaping the future of retirement planning. #Fintech #ArtificialIntelligence #RetirementPlanning https://hubs.ly/Q03c8SGw0

Are you financially healthy? How do you know? The overwhelming metric most consumers use to measure their financial strength is their savings account balance, followed by the remaining account balance at the end of the month. This tells them if they have their spending under control and if they can survive a rainy day or two. How are you measuring your financial fitness?

Do you wish potential clients understood the value of having you as their financial advisor? Stan Smith, 401GO’s Chief Growth Officer, lays out the value a financial advisor brings to retirement planning, from navigating uncertainty to improving outcomes for business owners and employees alike. #RetirementPlanning #FinancialAdvisor #401k #FinancialPlanning #RetirementPlanning #ClientFocused https://hubs.ly/Q03bwKJr0

401GO CEO, Dan Beck, is joining a powerhouse group of industry leaders at the Retirement Symposium by Employee Benefit Research Institute - Milken Institute on Tuesday, March 11th. The event will focus on "The Forces Transforming Retirement," and include topics about behavioral finance, AI products, the current policy environment, solutions for small companies, as well as research about retiree spending and more. Dan Beck will present about the innovations that are helping savers more easily help themselves. We're looking forward to learning from and discussing with this group.? Cash Lafferty of PandoAlts Yaqub Ahmed of Franklin Templeton Ana Mahoney of Addition Wealth Sunil Gangwani or Plootus

The average worker now changes jobs 5-7 times throughout their career. Informing your employees about rolling over their 401(k) accounts builds trust and improves retention. Get the details here. #FinancialPlanning #RetirementPlanning #employeebenefits #rollovers #401k #smb #SimplifySavings #EmployeeFinancialWellness https://hubs.ly/Q039PK5g0

With an estimated 1.37 trillion dollars lost in forgotten 401(k) accounts, it is important to notify your employees on the benefits and process of rolling over their employer-sponsored retirement plans. Help both you and your employees by optimizing their retirement savings. Get the details here. #FinancialPlanning #RetirementPlanning #employeebenefits #rollovers #401k #smb #SimplifySavings #EmployeeFinancialWellness https://hubs.ly/Q039f81g0

We are proud to announce our partnership with isolved, an industry-leading human capital management (HCM) technology provider. Their new offering, isolved 401(k), powered by 401GO, will simplify compliance and reduce administrative burdens while delivering impactful benefits. These new plans include: ??isolved 401(k) Enterprise – A fully customizable plan for growing or mature businesses, featuring profit-sharing, dedicated investment support, and automated compliance tools. ??isolved 401(k) Small Business – A cost-effective, deferral-only 401(k) solution for businesses looking to comply with state mandates or offer an entry-level retirement benefit. ??isolved 401(k) Solo – Designed for sole proprietors, contractors, and single-member LLCs seeking a retirement plan with higher contribution limits and minimal administrative burden. The integration of our technology and isolved People Cloud will give businesses a seamless 401(k) experience. #fintech #startup #retirementplans #401k #retiretech #employeebenefits #retirementbenefits #smb https://hubs.ly/Q038C4WP0

“I’m excited to prepare Form 5500 for my company’s 401k plan,” said no one ever. This annual report accounts for the management of the retirement plan, and it presents some risks if done incorrectly or filed late. But there is one surefire way to streamline the process and simultaneously improve accuracy. Get the details here. #thirdpartyadministrator #retirementplans #employeebenefits #retirementbenefits #401k #humanresources #smb https://hubs.ly/Q037-G8T0

A TPA is vital to the compliance of 401(k) plans. They are equipped to handle the administrative issues and take the load off the shoulders of employers. Getting a good TPA is not just a matter of convenience—it’s a critical step to reducing risks and time inputs. #thirdpartyadministrator #retirementplans #employeebenefits #retirementbenefits #401k #humanresources #smb https://hubs.ly/Q037rgtG0