In this episode, Gene Marshall and Rob McDermott from 401Go discuss the innovative FinTech solutions their company brings to 401k plans. They explain how their technology simplifies and modernizes retirement planning for small and mid-size businesses, eliminating the need for cumbersome paperwork and ensuring compliance. Key features include third-party administration, fiduciary responsibilities, seamless integration with payroll systems, and personalized customer support. They also highlight the benefits of their service, such as robust discrimination testing, easy plan conversions, maximized tax credits, and comprehensive support for practice owners and employees.

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