We work hard to listen to our advisor partners, and have launched a cash balance education webinar series. the first episode will take place on December 11, 2024 at 1:30pm ET, followed by additional episodes every quarter for one year. Each will be an hour long and will include time for Q and A with 401GO’s COO Jared QKC, QKA and Head of Plan Operation Sue Hardy QPA, ARA — two of the leading experts in retirement planning.

The first episode is titled Cash Balance 101 and will approach the topic at an elementary level using plain language. Each subsequent episode will build upon the last, and all will qualify for CE credit.

This is your chance to become an expert on the cash balance plan: a topic that is growing in popularity despite being poorly understood by a significant number of advisors.

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How Female Financial Advisors are Helping Women

Women tend to approach finances differently than men. With a big gender gap in financial literacy and skills, it’s important for all advisors — male and female — to focus on helping women succeed.

Adri Miller-Heckman, founder of femXadvisor, discusses how female financial advisors can succeed on their own terms, and how they are helping their women clients.

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Making Life Easier for Small Businesses

Small and micro-sized businesses have unique challenges, and online automated platforms like Eddy HR and 401GO are making it easy.

In this webinar, Jordan Boogard of Eddy HR discusses the struggles of hiring, and how small businesses can compete for the best employees. Good benefits and a solid HR platform can help companies find and onboard good workers, stay compliant, manage a healthy company culture and offer attractive benefits.

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Financial Planning for Younger Generations

Meet Thomas Kopelman, co-founder of AllStreet Wealth, and financial planner focusing on helping Americans in their 20’s, 30’s and 40’s.

In this informative discussion, Thomas and Saad Zariff talk about retirement plans for small businesses, the needs of today’s workers, and how to find good employee benefits.

https://vimeo.com/812579970

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Discussing CT Secure Choice with Northshire Consulting

In this informative webinar, 401GO’s Saad Zariff talks to Financial Advisor Brian Williams from Northshire Consulting about the secure choice retirement plan in Connecticut. We discuss the deadlines, the details, the opportunities and the best alternatives.

Watch the full episode here.

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How to Enroll in a 401(k) Plan Easily

Dan Beck, the CEO and Co-Founder of 401GO, chats with Gary DeHart of Insightful Accountant about how implementing a 401(k) plan into your small business can be easier than you think. In this episode, Dan shares how 401GO integrates with almost every payroll provider, how you can set up your 401(k) plan in just 15 minutes, and how their affordable pricing structure allows for more businesses to offer 401(k) benefits.

Think your small business isn’t large enough to offer 401(k) benefits? Dan shares how 401GO can help small businesses of any size, even single owned! Since 2017, Dan and 401GO have strived to help small business owners improve their daily lives and finances, and do so with a human connection–not just with tech solutions.

The post How to Enroll 401(k) Plans Without the Headache appeared first on Fast and Affordable 401k for growing businesses.

Having worked in multiple industries, Dan offers unique perspectives in regards to global logistics and how to deliver valuable products in the most efficient way possible. With a churn rate below 3%, 401GO is on the fast track to success. Don’t miss the chance to hear how you can easily provide 401(k) plans for everyone at your business.

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