401GO automates 401(k) setup in under 15 minutes, giving Osaic advisors a tech-first edge, especially in the small-to-mid-sized business market.

401GO, a leading fintech company modernizing 401(k) plans, announced it has been named a Strategic Partner for Osaic’s Employer Retirement Plan Business. 401GO will give Osaic’s financial advisors access to its fully automated, proprietary tools to eliminate administrative friction and put all aspects of retirement plans under one roof. This partnership allows advisors to shift their focus from manual tasks to client growth and strategy.

“Osaic has a strong commitment and deep resources to helping advisors grow in the retirement industry, which clearly stands out in the market,” said Stan Smith, CGO at 401GO. “401GO shines in helping advisors streamline their retirement plans with our proprietary, modern tech stack built specifically for advisors.”

401GO capabilities now available to the Osaic advisor network:

• Automated Onboarding: 15-minute retirement plan setup compared to the six week industry average
• Transparent Fee Structure: A clear pricing model, with no hidden administrative fees for advisors and plan sponsors
• Scalable SMB Solutions: Advisors enabled to serve the needs of startups, small-to-mid-sized businesses and beyond through the platform
• Integrated Dashboards: Intuitive, real-time digital tools for both advisors and plan participants
• Proprietary Compliance Tech: All administration and compliance testing handled by 401GO’s fully-owned, integrated technology

About 401GO

401GO is a leading fintech company modernizing 401(k) plans with its fully-owned technology. Through its innovative blend of cutting-edge technology and personalized human support, the company is empowering individuals to secure their financial futures with confidence while enabling financial advisors, payroll providers, and HR teams to deliver retirement plans seamlessly. With a commitment to empowering individuals to secure their financial futures, 401GO stands out in the competitive fintech sector by offering a unique approach that marries advanced technological solutions with a high-touch, partner-based model. This hybrid model ensures that customers receive the benefits of state-of-the-art digital tools alongside the guidance and support of seasoned retirement experts. For more information, visit 401go.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

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401GO shines in helping advisors streamline their retirement plans with our proprietary, modern tech stack built specifically for advisors.