“Partnering with Mesirow, an industry pioneer in outsourced fiduciary services, is an important new step in 401GO’s evolution,” said 401GO Chief Growth Officer Stan Smith. “Adding Mesirow’s services to our platform greatly expands our retirement plan offering, to the benefit of our many financial advisor partners and plan sponsor clients.”

Smith added that financial advisors will continue to have the option to use 401GO as their 3(38) fiduciary under sister company GOInvest, create their own investment lineups from 401GO’s open architecture platform, or engage with other industry leading asset management firms.

“We’re excited to have 401GO as a new partner and are impressed with their technology-based business model,” said President of Mesirow Fiduciary Solutions Michael Annin. “We look forward to working with 401GO to help their platform grow.”

Smith and Annin agreed that their partnership is great for financial advisors as both 401GO and Mesirow are tech-forward firms dedicated to providing modern solutions for small and medium sized retirement plan clients.

About 401GO

401GO is a leading fintech innovator specializing in retirement planning solutions optimized for small and medium sized businesses. With a mission to make retirement planning accessible, practical and frictionless, 401GO offers innovative tools and services designed to help individuals secure their financial futures. To learn more, visit 401go.com or follow us on LinkedIn.

About Mesirow

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, follow us on LinkedIn and subscribe to Spark, our quarterly newsletter.

Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms.

Mesirow is not affiliated with 401GO or any of its affiliates. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2025, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Award recognition disclosures: mesirow.com/award-recognition-disclosures

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With nearly 1 in 4 employees leaving jobs for better benefits and 90% comparing benefit plans before making a career move, offering competitive retirement options is critical for attracting and retaining talent. This partnership provides isolved customers—ranging from sole proprietors to established businesses—with flexible, automated 401(k) solutions that reduce complexity and ensure compliance.

“At isolved, we strive to provide solutions that help businesses offer competitive benefits while reducing administrative complexity,” said Barry Gauch, VP of Strategic Alliances and Partnerships at isolved. “Partnering with 401GO enhances our 401(k) offerings, giving our customers an easy-to-manage, scalable retirement solution that supports employee financial wellness.”

With isolved 401(k), powered by 401GO, businesses can choose from three tailored 401(k) plans:

• isolved 401(k) Enterprise – A fully customizable plan for growing or mature businesses, featuring profit-sharing, dedicated investment support, and automated compliance tools.
• isolved 401(k) Small Business – A cost-effective, deferral-only 401(k) solution for businesses looking to comply with state mandates or offer an entry-level retirement benefit.
• isolved 401(k) Solo – Designed for sole proprietors, contractors, and single-member LLCs seeking a retirement plan with higher contribution limits and minimal administrative burden.

“401GO’s mission is to make retirement planning accessible and frictionless for businesses of all sizes,” said Dan Beck, co-founder and CEO of 401GO. “Partnering with isolved scales that mission, bringing our intuitive, automated 401(k) solutions to thousands of employers and employees through isolved People Cloud.”

The integration of 401GO’s cutting-edge technology within isolved People Cloud ensures a seamless 401(k) experience—from automated plan setup and payroll integration to built-in compliance and investment flexibility. Additionally, businesses leveraging this partnership can maintain their existing financial advisor relationships, making it a uniquely flexible and scalable solution.

About 401GO

401GO is a leading fintech innovator specializing in retirement planning solutions optimized for small and medium sized businesses. With a mission to make retirement planning accessible, practical and frictionless, 401GO offers innovative tools and services designed to help individuals secure their financial futures. Visit 401go.com to learn more.

About isolved®

isolved is the most trusted HCM technology leader, providing the best combination of software and services to meet the needs of today’s People Heroes – HR, payroll, and benefits professionals. From talent acquisition to workforce management to talent management, our solutions are delivered directly or through our HRO partner network to more than 7.7 million employees and 189,000 employers across all 50 states – who use them every day to increase productivity, accelerate decision-making and ensure performance, while reducing risk. isolved People Cloud, our intelligently connected platform, automates the entire employee experience by design, so that organizations can engage, empower, and energize their talent while freeing their People Heroes to exceed their goals and grow their careers. Visit https://www.isolvedhcm.com/ to learn more.

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With these funds, we will develop new products and bring on key new talent while advancing existing partnerships. We will also be able to offer our revolutionary, tech-forward retirement savings products to a broader range of businesses.

“For the past several years 401GO has maintained an annual growth rate over 150%. SVB was excited by our growth and other key metrics  and worked with us to make this loan happen. This infusion comes with the confidence from our investors that we will continue that track record of success,” says co-founder and CEO Dan Beck. “The faith the SVB team has in us is matched by our determination to continue growing and innovating.”

“This loan comes at a time of great expansion. We plan to utilize it to continue our development while maintaining our history of exceptional service,” says Matthew Jones, Director of Financial Planning and Analysis. “It gives us the power to expand our customer base to serve more individuals.”

401GO is committed to providing the retirement planning experience workers are looking for. We will continue to simplify the process with our groundbreaking technology to ensure a more secure financial future for all. We are grateful to the team at SVB for their acknowledgment of our unmatched ability and look forward to continuing our partnership.

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“This nation is facing a true retirement crisis. 401GO has the opportunity to provide working Americans with the tools they need to shore up their financial futures. That’s a mission I am passionate about and so I view this opportunity as much more than just a job,” says Smith. “I feel like all my past professional experiences have prepared me for exactly this challenge.”

In addition to leading a sales team, Smith will help 401GO diversify its revenue streams through the development of additional products tailored to several underserved markets.

“We added Stan to our executive team knowing he has the very specific skillset needed to take 401GO to the next level, working shoulder to shoulder with our Chief Revenue Officer Ted Haase,” says CEO and co-founder Daniel Beck. “Stan is known for his ability to foster a culture of action, inspiration, and motivation, and we’ve already seen clear signs of his influence on this organization.”

Having recently raised a successful $12 million series A venture fundraising round, 401GO is in the midst of a strong and pronounced growth phase, experiencing multiple periods of year-over-year revenue gains exceeding 150%.

Smith’s professional certifications include AIF®, CHSA® and C(k)P®. He earned his MBA at the University of Leicester School of Business. Smith lives in southern California with his wife and two daughters. He enjoys serving a local youth development program that uses skiing to build confidence on and off the slopes. A firm believer that a fulfilling life is one of constant learning and growth, he most recently began learning to play the acoustic guitar.

About 401GO

401GO is a leading fintech innovator specializing in retirement planning solutions optimized for small and medium sized businesses. With a mission to make retirement planning accessible, practical and frictionless, 401GO offers innovative tools and services designed to help individuals secure their financial futures.

For more information, visit 401go.com.

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KWP Growth Partners

This recognition underscores our commitment to revolutionizing retirement planning by making 401(k) plans more accessible and affordable for businesses of all sizes.

KWP’s RetireTech Map categorizes companies into nine focus areas, highlighting innovations that enhance retirement plan access, participation, engagement, and outcomes.

401k Specialist Magazine

Our inclusion in this map reflects our dedication to bridging the retirement coverage gap, particularly for small businesses that have historically been underserved.

At 401GO, we leverage cutting-edge technology to streamline the setup and management of 401(k) plans, enabling a 15-minute plan setup with no setup fees and transparent pricing.

Fast 401k Solutions

Our mission is to simplify the retirement planning process, ensuring that more employers can offer valuable benefits to their employees, thereby contributing to a more secure financial future for all.

We extend our gratitude to KWP Growth Partners for this acknowledgment and remain steadfast in our pursuit of innovation within the retirement industry. We look forward to continuing to provide exceptional service and solutions to our clients and partners.

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Founded in 2019, 401GO is a 401(k) plan recordkeeper and leader in using innovative technology to simplify and enhance workplace retirement solutions for more than 2,500 small and midsize companies sourced through payroll firms, start-ups and plan providers. Recordkeepers are firms that set up and administer workplace retirement plans for sponsoring employers and advisors.

Working with Pontera’s technology, 401GO will be able to empower plan participants to receive holistic, personalized 401(k) account management from their own advisor, helping them to realize better outcomes. Pontera believes all retirement savers should have access to expert help managing their 401(k) accounts and the ability to choose how they receive that help.

“Enabling personalized 401(k) account management through Pontera provides plan participants more choice in how they receive in-plan help, complementing target-date funds, managed accounts and other solutions,” said Jerry Bonnabeau, Head of Defined Contribution Partnerships, Pontera. “Our secure platform helps clients with more complex financial management needs receive a higher, more comprehensive level of service from their trusted advisor and optimize the growth of their retirement savings.”

The milestone agreement marks Pontera’s first recordkeeper integration that lets advisors debit directly for their services from the retirement plan accounts they are managing. This important new feature, requested by many plan participants on the Pontera platform, will offer greater convenience for retirement savers by allowing them to pay their advisors’ management fees directly from their 401(k) accounts.

This will align Pontera’s platform with other in-plan assistance for participants, such as target-date funds and managed accounts, which already collect management fees from workplace retirement accounts. Direct debiting also will fuel significant operational efficiency gains for advisors who offer 401(k) management to their clients.

The partnership with Pontera opens up new opportunities for 401GO in the marketplace. Financial advisors using the 401GO recordkeeper platform will be able to extend their services to more households when they can also manage account assets in workplace accounts.

“Pontera shares 401GO’s vision for reshaping the retirement industry through technology, making 401(k)s more inclusive, approachable and affordable,” said Daniel Beck, 401GO Co-Founder and Chief Executive. “We’re dedicated to helping companies of all sizes offer retirement plans that attract and retain employees. By working with Pontera, we can help more advisors offer 401(k) management efficiently, at scale, as a core service to more clients. Our partnership also expands the menu of advice services we offer to meet the unique needs of different retirement savers.”

More than half of the median American’s wealth is held in workplace-sponsored retirement accounts, yet historically it’s been challenging for participants to turn over management of their 401(k) to their existing, trusted advisor. Studies have shown professionally managed accounts generate more than 4% in additional returns each year, net of fees, than self-directed accounts.

Pontera’s secure, client-permissioned technology enables retirement savers to receive personalized 401(k) management as part of a holistic wealth management service that incorporates all, not just some, of their financial holdings. The platform, certified under SOC 2 Type II- and ISO 27001 standards, acts as a secure layer that lets advisors analyze, rebalance, and monitor accounts while also safeguarding clients’ data.

About Pontera

Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and report on clients’ assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. Our secure, purpose-built platform, seamlessly integrated with advisors’ portfolio management tools, is designed to work across many account types and help advisors deliver comprehensive investment management and improve financial outcomes. Founded in 2012, Pontera is headquartered in New York City. To learn more, visit pontera.com.

About 401GO

401GO is a leading fintech company dedicated to revolutionizing the way individuals save for retirement. Through its innovative blend of cutting-edge technology and personalized human support, the company is empowering individuals to secure their financial futures with confidence. 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, advisor-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.

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Sandy, UT, UNDER EMBARGO — 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.

The latest capital infusion will fuel the next stage of the company’s growth and advance its mission to enhance retirement savings through its innovative blend of advanced technological solutions with a high-touch, advisor-based model. In addition to bolstering its existing 401(k) and IRA platforms, 401GO will be enhancing and adding capabilities to its embedded financial wellness platform, as well as setting a roadmap to launch new products, such as Health Savings Accounts (HSAs) and Emergency Savings Accounts (ESAs), over the next 12-24 months.

401GO also plans to more than double its headcount to employ more than 110 people over the course of the next two years, adding positions in all areas of the business, but with a particular focus on software development and sales.

Founded in 2019, 401GO has seen steady growth since its inception, averaging 250% year-over-year revenue growth over the last three years. Today the company serves more than 2,500 businesses, totaling more than 30,000 active users. In November 2023, 401GO launched GO-IRA, an IRA offering that allows for a hassle-free rollover of 401(k) investments within the 401GO platform, improving portability of retirement savings for employees who switch employers.

The company’s focus on helping employees who are early in their career put away their first dollars towards retirement is validated by data from its platform showing a 51% retirement plan participation rate amongst the youngest quartile of employees, which is more than double the industry average from the US Bureau of Labor Statistics (22%).

Daniel Beck, Co-Founder and CEO of 401GO said: “This new funding underscores the confidence our valued investors have in 401GO’s strategic vision and execution, as well as its dedication to reshaping the retirement savings industry through a combination of cutting-edge technology and personalized service. Building a modern platform from the ground up that would enable businesses of any size to offer a retirement plan has been a challenging and arduous task. We didn’t cut corners or dress up old legacy tech, which takes more time and patience. Fortunately, we’ve aligned with investors that appreciate our unique approach and sustainable growth model and with these funds, we’ll be able to scale our already strong growth.”

Richard Harjes, Co-Founder and General Partner of Next Frontier Capital agrees: “We have followed 401GO for a couple years now, and are excited about the efficient way they are working to serve the millions of Americans working in small to mid-sized businesses with historically low access to employer-based retirement benefits.  401GO has architected an innovative technical solution with great customer support and quick on-boarding, while retaining 401k plan sophistication and the flexibility to work with independent financial advisors offering rich investment options.  Recent regulatory changes, including 2022’s Secure 2.0 legislation, encourage more firms to offer 401k plans and play to 401GO’s strengths.  Next Frontier Capital is proud to support Daniel and the 401GO team in their mission to improve the retirement outlook of its customers.”

Richard Harjes from Next Frontier Capital and Tom Peterson from Rally Ventures will be joining the 401GO Board of Directors.

About 401GO

401GO is a leading fintech company dedicated to revolutionizing the way individuals save for retirement. Through its innovative blend of cutting-edge technology and personalized human support, the company is empowering individuals to secure their financial futures with confidence. 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, advisor-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.

The post 401GO Raises $12M Series A to Fuel Next Phase of Growth appeared first on Fast and Affordable 401k for growing businesses.

With Social Security being largely unable to provide a livable wage for seniors and heavy increases in healthcare costs, there is a big concern in the country today about how to best help our aging population provide for their twilight years.

Dan Beck discusses this gap, and how fintech providers like 401GO are using legislation like SECURE Act 2.0 to help reach those who need access to work-sponsored retirement plans the most.

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SLC, UT – Despite the fact that over 141,072 workers have been laid off in the tech industry this year, 401GO has increased its workforce by 8%. 

“It’s exciting to be able to grow especially during this current economic climate. Expanding our team will allow us to continue to meet the demand for more retirement plans across the country,” stated Dan Beck, CEO of 401GO.

Due to several state mandates requiring states to offer a retirement plan to their employees, 401GO has seen a significant increase of inquiries from both small businesses and financial advisors who provide retirement plans for their clients. 

Along with growing their sales and marketing team, 401GO is expanding their services by offering IRA plans in months to come. This is in addition to 401(k) and solo-k plans. 

About 401GO

401GO provides a comprehensive retirement solution for small businesses and financial advisors with automation technology and industry-leading support. 

Source: https://news.crunchbase.com/startups/tech-layoffs/

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Media Contact:
Ryan Avila
PR@401GO.com
801-970-4420
401GO.com

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