Salt Lake City, Utah Founded in 2019
Contact Information
Advisor Relationship Team 888-530-0401


Advisor-Led Retirement Solutions
401GO is a new generation of retirement tools for a new generation of workers. It was founded to help busy financial advisors provide working Americans and small businesses greater financial freedom through inexpensive and worry-free work-sponsored retirement plans. With a 401GO retirement plan, your clients get:
- Easy setup, in just minutes (not weeks!)
- Economical pricing, at just $7/participant
- Ease of use for employers and employees, with plenty of high-quality, low-cost investment options
- Integration with most major payroll providers
- A bundled solution, so we handle administration, compliance, reporting, and fiduciary responsibilities
With our innovative automated technology, a simple, affordable, and beneficial 401(k) plan is finally practical for small businesses.
  • Basic Info
  • Our Team
Regarding 401k administration: Regarding 403b administration: Regarding 457b administration:

Our Team
Dan Beck
Jared Porter
Karli Maughan
Advisor Partner Manager
Dustin Stadel
Advisor Partner Manager
Important Links
Product Demos
Advisor Portal Demo
Demo for advisors and advisor firms


We offer a comprehensive platform to help grow and manage your employer sponsored retirement plan business.

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Let us help you fulfil key fiduciary obligations and reduce exposure to ERISA litigation while saving you time.

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As an employee, are you paying reasonable fees on your retirement plan? Let’s find out!

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