Case Study: Green Retirement, Inc. achieves faster 401(k) onboarding with 401GO

Green Retirement, Inc. cuts 401(k) onboarding from 6+ weeks to 15 minutes with 401GO

Green Retirement, Inc., a retirement plan advisor, sought a 401(k) platform to reduce administrative complexity and improve service for the small businesses it serves. The firm, led by Timothy Yee, was facing operational inefficiencies and extended onboarding timelines with traditional providers, which limited its ability to serve clients efficiently.

401GO provided a fully digital solution that streamlined plan setup, reducing onboarding from six weeks to just 15 minutes. The platform's intuitive investment tools and seamless payroll integration decreased the advisor time required for support. This resulted in an enhanced participant experience and allowed Green Retirement, Inc. to focus on client strategy rather than administrative tasks, with Mr. Yee noting he has yet to have a payroll issue with 401GO.

Green Retirement, Inc.