Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down with Sue Hardy, Head of Plan Operations at Sandy, Utah-based 401GO, and Cheryl Morrison Deutsch, the company’s Chief Experience Officer, to explore how modern automation, integration, and design thinking are helping small businesses launch and manage 401(k) plans more efficiently than ever before.
Key Insights
Driving Financial Equity Through Innovation
By integrating advanced features like real-time plan customization and scalable support tools, 401GO aims to make retirement planning more accessible and equitable for participants across demographics and income levels.
Technology Is Closing the 401(k) Coverage Gap
401GO is leveraging automation and intuitive design to bring affordable 401(k) solutions to underserved small businesses, addressing the persistent retirement plan coverage gap across the U.S.
Advisor-Centric Platform Enhancements
New tech updates from 401GO are designed to empower advisors with flexible tools, differentiated experiences based on skill level, and communication features that strengthen client relationships—automating the process but not the human connection.
See Also:
- Unlocking SMB Market Success with 401GO’s Stan Smith
- 401GO Unveils Program Matching 401(k) Sponsors with Advisors
- 401GO Taps Chief Experience Officer
Disclaimer:
This podcast is for educational purposes only, not to be construed as financial advice.
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
