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Dan Beck
CEO and co-founder of 401GO, a Salt Lake City fintech platform offering simple, affordable 401(k) plans for small and medium-sized businesses.
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Sep 3, 2026
S4 Ep49: Revolutionizing Retirement for Small Businesses with Dan Beck, CEO & Co-Founder of 401GO
12:23
22:00

Paul DavidHOST
And talk us through your approach of building a platform that kind of integrates directly into a company's existing workflow.
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12:30Dan BeckGUEST
So when I say not your father's 401k, the idea is that this is it should be fun and it should be as exciting as we can make financial services.
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12:39Dan BeckGUEST
And I know that for a lot of people just saying financial services, kind of something in their brain shuts off.
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12:47Dan BeckGUEST
I think the biggest challenge is that the industry oftentimes has a very paternalistic view of on how to help employees achieve financial wellness or get to retirement, meaning that they just want to do it for them.
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13:01Dan BeckGUEST
And that's kind of that pension mentality of you just come work here, we'll save the money, we'll invest it for you, and then when you retire, we'll give you a certain amount.
9 MINS LATER

Paul DavidHOST
So we'd love to understand about the discipline and perspective required for flying and how that translates into how you operate as a CEO and co-founder.
Financial AI Has A Massive Loophole, And It's About To Close w/ Dan Beck | Episode 204
15:30

Steve TaplinHOST
Tell me from your perspective, what makes it-- what's unique about your industry compared to others from a technology perspective?
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15:36Dan BeckGUEST
The way that the industry was, was kind of built over time was around competencies, and so you had providers that focused on just administration, and they could administer...
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15:47Dan BeckGUEST
And, and administration is really, it's, it's, it's documentation, making sure that those documents are being followed, employees are being notified.
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15:54Dan BeckGUEST
And so you find these administer-- these administrators or third-party administrators that will do HSAs, FSAs, any sort of like group benefit.
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16:05Dan BeckGUEST
It's, it's been around kind of like these verticals or, or these competencies based off of what needs to happen.
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16:12Dan BeckGUEST
And so we're really the first to kind of approach it from, you know, kind of a, a bundled approach, where it's about the, the solution or the product.
7 MINS LATER
Dan Beck
133:17
Bob LefsetzHOST
So tell us about when he delivers the video and the promise made by the company relative to movie theaters.
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133:27Dan BeckGUEST
We had this big marketing meeting on the West Coast, and all the marketing heads from around the world, New Zealand, Australia, Japan, you know, Israel, Germany, France, everybody, South America, they all came.
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133:45Dan BeckGUEST
We were at the Peninsula Hotel in the, I guess, a, s- kind of a small ballroom there for a dinner.And that day there had been an international marketing meeting, and, uh, you know, and basically w- I had fed into Lisa Kramer, who was my counterpart internationally, and she made a presentation of all the tools we were making available, timetable, et cetera.
15 MINS LATER
