MBS944 -AI, Automation and the Future of Retirement with 401GO CEO Dan Beck

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In this AI Advantage episode, Matt Brown sits down with Dan Beck, co-founder and CEO of 401GO, to unpack how automation and smart product design are bringing 401k plans to small and medium businesses. Dan explains the origin story, why traditional providers ignore smaller plans, and how simplifying setup and administration opens access for solo founders and teams with thousands of employees.

They explore regulation in financial services, where automation ends and AI begins, and why human oversight remains essential. Dan shares why 401GO talks about financial independence rather than retirement, participation wins they are seeing with younger workers, and how vertically integrated data sets set the stage for future AI guidance once rules allow it.

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