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Open Solo 401k

Your Order is Complete

Login Info For Your Purchase(s) Will Be On The Way Shortly!

Our team is getting your Solo 401k plan documents ready.  In the meantime, we have 3 important steps to ensure you can quickly and easily access your new 401k plan.

Step #1: Whitelist our email addresses

To make sure you receive our emails add [email protected] and [email protected] to your email address book.

Step #2: Drag Email to Primary inbox (Gmail)

If you use Gmail, drag our emails to your Primary Inbox to make sure you don’t miss any important announcements about your new 401k plan.

Step #3:  Typically we’ll have your Solo 401k plan documents ready within one business day. Check your email for access to your purchase(s). 

1) Your login credentials will be emailed to you once we prepare your 401k plan.

2) Need help logging in? Reach us via email at [email protected] or by phone at 877-SOLO-401(877-765-6401)

Congratulations again on setting up your Solo 401k!