Osaic Partners With 401GO for 401(k) Automation

Osaic Inc., a wealth management firm, announced Wednesday a strategic partnership with 401GO, a 401(k) fintech company, to provide retirement plan management tools for Osaic’s financial advisers.

Through the partnership, 401GO’s automated, proprietary tools, which are designed to streamline administrative tasks and centralize retirement plan management, will be available on a single platform.

According to the announcement, 401GO’s tools will allow for a 15-minute retirement plan set-up process, compared with the industry average of six weeks.

“This strategic partnership with 401GO removes friction for advisers and helps them grow faster by spending less time managing plans and more time advising clients and growing their business,” an Osaic spokesperson told PLANADVISER in an email.

In addition to automated onboarding, 401GO offers a transparent fee structure for administrative costs and scalable solutions intended for startups and small- to midsize-business clients.

In 2024, 401GO partnered with financial technology firm Pontera as a recordkeeper, using Pontera’s technology to give participants the ability to receive personalized 401(k) account management from their financial adviser of choice. 401GO made its initial push into the small and individual plan market in 2024 with the launch of its mobile app, following its $12 million Series A funding round.

The partnership also will provide advisers and participants with an integrated digital dashboard, as well as proprietary compliance technology, with plan administration and compliance testing handled through 401GO’s platform.

“401GO has been an approved provider with Osaic for several years and strengthened the relationship by becoming a strategic partner. From our advisors’ perspective, the platform has been very strong, with … its ease of use and the quality of post‑onboarding support,” the Osaic spokesperson said.