401GO

Provided by 401GO

Automated 401k, Safe Harbor & Cash Balance Plans

What is 401GO?

401GO is a digital retirement plan provider dedicated to delivering automated, affordable 401k solutions for businesses of all sizes. Our 401(k) plans feature streamlined setup (often in 15 minutes), full TPA and 3(16) fiduciary administration, and a seamless 360° API integration with isolved. We specialize in flexible plan design to meet any business need, including Safe Harbor 401k, Cash Balance plans, Profit Sharing, and Defined Benefit plans. We also support Solo 401k, Starter 401k, and IRAs. Participants enjoy a top-rated mobile app and financial wellness tools to support their goals. For financial advisors, we offer a robust portal to manage plans effectively—all backed by our industry-leading customer support.

401GO - Overview - Image partner portal dashboard

What are the benefits of using 401GO?

Your relationship with 401GO will give you:

  • Custom Plan Design (Safe Harbor, Cash Balance, Profit Sharing)

  • Automated 401k Administration

  • 360° API integration with isolved

  • Flexible 3(38) investment fiduciary options

  • Full 3(16) Fiduciary Liability Coverage

  • 401Goals™ financial wellness suite is available to all employees

  • Mobile app access

  • A diverse and affordable fund lineup

  • Industry-leading customer support

How does the app work?

401GO maintains a strong and stable 360° API connection with isolved to perform data transfers in both directions. The integration syncs daily to ensure 401GO has up-to-date employee census files, new hires, terminations, and contribution details. Conversely, isolved automatically updates deferral amounts, deferral types, loans, and loan repayments based on 401GO data. This integration is a valuable piece of automation that eliminates hours of manual work for employers and ensures 401k compliance accuracy.

If you are an employer currently using this app and have questions about the integration, please contact your isolved Customer Service Representative.

If you are an employer interested in learning more about this app, please use the Contact Us button above to be connected.


Availability varies based on your organization’s configuration. Please reach out to your sales representative to confirm.