401GO

401GO
Preferred Partner

Overview

401GO offers affordable 401(k) plans optimized for small and medium sized businesses.
Benefits

Publisher

401GO

Pricing

No extra fee

Help Center

Eddy Help Center

Eddy + 401GO

With this integration you can easily manage employee retirement benefits. Employee information is automatically sent daily to 401GO so employee info is always up-to-date, including new hires, terminations, hire date, and more.
When you integrate Eddy with 401GO:
  • Employee Info updates in Eddy are pushed daily to 401GO
  • Payroll info is automatically shared with 401GO
  • Employee’s retirement deductions made in 401GO are automatically sent to Eddy Payroll.

Integration Overview

This integration transfers employee, payroll, and withholding information between Eddy and 401GO using secure APIs. Some of the information flows from Eddy to 401GO (such as employee and payroll info), while withholding info flows from 401GO to Eddy. The information is updated daily.

Integration Type

Via API

Direction of Data Flow

Two-way

Sync Schedule

Data syncs daily

Sync frequency

Once per day

How to enable the integration

This integration requires you to already have an account created with 401GO. If you do not have an account created, visit 401GO’s website to get started. To enable this integration in Eddy you must have Owner level permission. Go to Admin Settings and click on the Integrations tab. On that page you’ll see a card for 401GO. Click the Get started button and follow the prompts.

What data syncs?

Info In EddySync DirectionName of Info In 401GONotes
First Name
Eddy to partner
Eddy to partner
First Name
Last Name
Eddy to partner
Eddy to partner
Last name
Preferred Name
Eddy to partner
Eddy to partner
Preferred name
Middle Name
Eddy to partner
Eddy to partner
Middle Name
Birthday
Eddy to partner
Eddy to partner
Birth Date
Gender
Eddy to partner
Eddy to partner
Sex
Gender identity
Eddy to partner
Eddy to partner
Gender identity
Employment Type
Eddy to partner
Eddy to partner
Employment Type
Employment Status
Eddy to partner
Eddy to partner
Employment Status
Job Title
Eddy to partner
Eddy to partner
Job Title
Start Date
Eddy to partner
Eddy to partner
Start Date
Termination Date
Eddy to partner
Eddy to partner
Termination Date
SSN
Eddy to partner
Eddy to partner
Tax ID
Company Name
Eddy to partner
Eddy to partner
Company Name
Account Email
Eddy to partner
Eddy to partner
Email
Work Email
Eddy to partner
Eddy to partner
Work Email
Personal Email
Eddy to partner
Eddy to partner
Personal Email
Primary Address
Eddy to partner
Eddy to partner
Primary Address
Mailing Address
Eddy to partner
Eddy to partner
Mailing Address
Personal Phone
Eddy to partner
Eddy to partner
Personal Phone
Work Phone
Eddy to partner
Eddy to partner
Work Phone
Payroll Journal
Eddy to partner
Eddy to partner
Payroll dataPayroll information is required to comply with 401(k) regulations
Withholding info
Partner to Eddy
Partner to Eddy
Deduction info

About 401GO

401GO is a fintech retirement benefit platform. Using proprietary automation technology, we have substantially simplified the setup and administration of a 401(k), reducing day-to-day work and driving down costs.
We never automate relationships. We collaborate with financial advisors, payroll providers, benefits brokers and more to create the most beneficial solution for clients. And, in the unlikely event that you need help, we’ll be there. Our industry-leading support team is available by phone, email or chat.