Answers to our most common questions
Q - How can I change my employee's email or personal information?
Q - Is there a way to reset my employee's password?
Q - How can I transfer an existing 401(k) into a new 401(k)?
Q - How can I verify my employee has received their welcome email?
Q - How do I correct an error I made while running payroll?
Q - Where can I see a list of all my eligible employees?
Q - How can I change or set up two-step authentication?
Q - How do I add an administrator onto my account?
Q - How do I make a change to the plan document?
Q - How can I change my employee's emails or personal information?
A - Once logged into 401GO, click on Company>Employees>Enrollment and select the employee whose information needs to be changed. From here you can update all employee personal information, then select “Submit updated information.”
Q - Is there a way to reset my employee's password?
A - Employees need to reset their own password. They can do this by logging in and clicking on their name at the top right-hand side of the screen, then selecting My Profile>Change Password.
If the employee has forgotten their password, they can go to the webpage app.401GO.com, enter their email connected to their 401GO account and select “Forgot password.” They will then receive an email to reset their password.
Q - How can I transfer my existing 401(k) into this 401(k)?
A -To transfer an existing 401(k) you will need to Click on Accounts>Other Requests>Roll Funds into 401GO. Then click on "Roll Funds into 401GO" to download the "Rollover Acceptance Form".
Q - How can I verify my employee has received their welcome email?
A - Once logged into 401GO, select Company>Employees>Employee Communications. From here you will see a list of all communications sent to each employee.
There are three columns : Delivered, Opened and Date. A green checkmark under “Delivered” means the email was delivered correctly; if there is a red X, there is an issue with the email that you will need to fix under Employee Enrollment. You can see in the “Opened” column if the employee opened their email and the date it was sent. If the employee did not open their email, you can click on “Re-Send.”
Note: Employees will receive a welcome email 40 days before eligibility and will be able to set up their account at that time.
Q - How do I correct an error I made while running payroll?
A - To correct an error made while running payroll, you can select Company>Payroll>Payroll History. If the ACH has not been sent (marked NO), you can click on the date it was submitted, make necessary changes and then select “Edit Payroll.” Your changes will be updated.
If the ACH has been sent (marked YES) and you need to make a change, you will need to contact support at support@401GO.com.
Q - Where can I see a list of all my eligible employees?
A - Once logged into your 401GO account, click on Company>Employees>Enrollment. Under “Enrollment,” you will see a list of all employees and their date of eligibility.
Q - How can I change or setup my Two-Step Authentication?
A - During setup of your 401(k) account, you will be prompted to select two-factor authentication. You can opt to receive a text message, email, phone call or authentication app. If you choose to skip this step during setup you can complete and/or change your decision by clicking on your name at the top right-hand side of the screen. Select “two-step authentication” and “set as active” the method preferred. 401GO recommends app authentication because it is the most secure.
Note: The email method will be sent to the email listed under your employee account.
For more information about two-factor authentication, see: “Why is two-factor authentication necessary?”
Q - How do I add an Admin onto my account?
A - Once logged into 401GO, click on Company>Settings>Admin User. From here, you can add an admin by clicking on “Add company admin user” and/or remove an admin by clicking on “remove.”
Q - How do I make a change to the plan document?
A - Any requests to change the plan document should be sent to your 401GO relationship manager or support@401go.com. There are no additional fees to amend or change your document, but there are requirements that could potentially prevent immediate implementation. For example, if you have a Safe Harbor Plan, changes may push the amendment effective date to the first of the following year.