401GO

Huge thanks to Institutional Investor for hosting #RPAS in Chicago. It was wonderful to connect and discuss latest industry issues with retirement advisors. The energy was electric as Karli Maughan-Ahrens QKA and Dustin Stadel took the stage and shared the incredible growth opportunities for advisors who are ready to embrace the next wave of retirement tech. #FinancialAdvisors #RPAS #RetirementPlanning #InstitutionalInvestor2026 #FinTech

Big news! 401GO was just recognized as the Retirement Planning Solution of the Year by FinTech Breakthrough. While the trophy is nice, our real win is making retirement planning simple and accessible for everyone. Most providers claim to be bundled while actually being a frankenstein of manual processes. We’re different. We’ve built our tech in-house to automate everything but the relationship. By removing the friction of administration, we can focus on what actually matters: empowering individuals to secure their financial futures with confidence. Thank you to our incredible team and partners for making this possible. We’re just getting started. #FinTech #Innovation #RetirementPlanning #401k #FinTechBreakthrough #FutureOfWork

401GO was proud to have our Director of Financial Advisor Partnerships, Karli Maughan-Ahrens QKA take the stage to discuss the incredible opportunities unfolding in the retirement industry through 401GO’s platform at the #RFGAdvisorGrowthRetreat. Excited to continue growing this partnership and driving the future of retirement planning. #401GO #RFGAdvisory #FinTech #AdvisorPartnerships #RetirementPlans #401k

The IPPA - Independent Payroll Providers Association Spring Summit reinforced something we believe strongly. Payroll providers are central to making retirement benefits actually work. We were proud to sponsor the summit and connect with payroll partners about how 401GO integrates into payroll workflows to simplify administration and deliver seamless retirement experiences for employers and employees alike. Thanks to everyone who stopped by and made the summit such a great experience. #401GO #IPPASpringSummit #PayrollPartnerships #RetirementPlanning #PartnershipsMatter

We were happy to attend Osaic Retirement Summit and to have our Director of Advisor Partnerships Karli Maughan-Ahrens QKA share insights on how to reach and serve the sub-to-mid market. We always love connecting with and hearing from advisors. #401k #FinancialAdvisor #RetirementIndustry

Financial security is a critical performance milestone for the modern workplace. New data reveals an encouraging trend. Employees contributed an average of 9.5% to their retirement plans this past year. Combined with an average employer match of 4.7%, total savings hit 14.2%. Participants are officially within striking distance of the 15–20% gold standard recommended by financial experts. This is a success for participants AND employers. For employees, reaching these benchmarks creates peace of mind and confidence. For employers, financial health acts as an antidote to workplace distraction. When people feel secure in their financial future, they are better able to bring their full focus and energy to their daily tasks. By prioritizing financial education and robust matching initiatives, employers are investing in a more engaged and productive workforce. This update promises a brighter future for participants and a more resilient bottom line for companies. #RetirementPlanning #EmployeeBenefits #FinancialWellness 401k Specialist Magazine

Great conversations at IFA Convention. We enjoyed meeting owners and operators to discuss retirement plans built for the franchise model–simple to implement, easy to manage, and designed to grow alongside the business. Thanks to everyone who stopped by to connect on taking the complexity out of retirement. #401GO #IFAConvention #FranchiseOwners #RetirementPlanning

Data from early 2026 highlights a clear problem: employees are tired of trying to figure out how to access their benefits. When talented people feel like they are fighting against their own company’s tools just to manage their own future, they become inattentive. We live in a two-click world. If your benefits feel like a chore, you’re losing more than time. You’re losing your team's interest. Focusing on culture this year means alleviating the friction: ➡️Your paystubs and 401(k) should live in the same neighborhood ➡️Your team should be able to manage their benefits on their own schedule, from their phone, without needing a manual ➡️Accuracy in the boring things, like automated 401(k) syncing and real-time payroll, builds a surprising increase in loyalty The goal is simple: make it easy for your people to be your people. When you remove the daily hurdles, you give your team the space to actually do the job they love. #CompanyCulture #Retention #WorkLife #HRTech #EmployeeExperience

You need automation now. Recent data reveals an intriguing contradiction: while 80% of financial advisors expect revenue growth this year, most also expect profit margins to remain flat. The issue is time spent completing fiduciary responsibilities instead of being with clients. Scaling your practice in 2026 requires a fundamental change in how you work: - The Old Way: Taking on the administrative weight and liability of 3(16) and 3(38) tasks in-house to keep control - The 2026 Way: Shift manual data handling to automated partners to protect your firm from litigation risk and capacity limits, giving you more time to help clients Scaling in 2026 requires a choice. Continue holding the administrative burden, or automate to focus on what actually drives your firm's growth. #FinancialAdvisors #FiduciaryDuty #WealthManagement #401k #RetirementManagement

We’re excited to be exhibiting at the International Franchise Association Convention next week in Las Vegas! Swing by booth #943 to learn how 401GO helps franchise owners offer modern, easy-to-manage retirement plans that are simple to implement and built to scale–whether you operate a single location or manage multiple markets. #401GO #IFAConvention #FranchiseBusiness #RetirementPlanning