Articles from 401GO

401GO, a next generation retiretech innovator, and Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, have entered into a strategic collaboration. Through this alliance, 401GO will leverage Apex’s advanced technology solutions to transform and expand its service offerings, delivering a retirement planning experience that is designed to rival a full-service investment platform.

Next generation retirement plan provider 401GO and independent, employee-owned financial services firm Mesirow launched a partnership through which Mesirow will provide outsourced 3(38) fiduciary services to 401GO clients. 401GO has more than 1,400 financial advisor partners through the 401GO recordkeeping system. These advisors will be able to access Mesirow’s 3(38) fiduciary services, which will be integrated within the 401GO retirement platform. The partnership will launch with Mesirow’s 3(38) services with planned future enhancements to include custom default solutions, and broader lineup fiduciary and reporting solutions.

Next-generation retirement plan provider 401GO, announced its strategic partnership with isolved®, an industry-leading human capital management (HCM) technology provider. The new offering, isolved 401(k), powered by 401GO, simplifies compliance, reduces administrative burdens, and delivers impactful benefits—all while potentially maximizing savings through tax credits and deductions for the more than 189,000 employers leveraging isolved People Cloud™.

401GO, the next-generation retirement plan provider for employers, advisors and individuals, announced the appointment of Stan Smith as Chief Growth Officer (CGO). His 26-year career includes leadership positions at Fidelity Investments, SaveDaily, and DriveWealth. As CGO, Smith will work to meet 401GO’s aggressive market share growth projections while helping the company extend frictionless retirement planning to its several thousand clients and partners.

401GO, a leading 401(k) retirement plan provider, is included in the 2024 CB Insights Fintech 100 – a list recognizing the most promising and innovative private fintech companies globally. 401GO is one of 13 in the Wealth Management category, and the only 401(k) provider.

401GO, a rapidly growing, fintech startup revolutionizing the 401(k) industry, announced the appointment of Joseph Marullo as Chief of Staff. Joseph brings with him a wealth of experience, having played a key role in identifying organizational priorities and driving product distribution strategies at high-growth companies.

401GO, the next-generation retirement plan provider for employers, advisors and individuals, today announced a key addition to its staff. Sue Hardy, a 20 year retirement industry professional, joins the company as head of plan operations. Sue will be tasked with building on the successes of 401GO’s industry-leading client support function.

401GO, a leading provider of retirement planning financial technologies, announced the public release of its highly anticipated mobile app. Designed to meet the evolving needs of its users, the app represents a significant advancement in accessibility and user-friendly technology, reinforcing 401GO's commitment to customer-centric innovation.

401GO, the next-generation retirement plan provider for employers, advisors and individuals, today announced the successful completion of its $12 million Series A funding round, led by Next Frontier Capital. Additional investors include Rally Ventures, who joined existing investors Impression Ventures, and Stout Street Capital that participated in the new investment.