Features

As the world’s first non-custodial Solo 401k document provider, we’re proud to offer the most robust and feature-filled Solo 401k in the industry.

All of our Solo 401k plans are IRS-approved and contain an IRS Determination Letter and individual plan serial number proving the qualified status of your Solo 401k retirement plan. Additionally, our Solo 401k plans include:

  • Customized rollover document preparation
  • Adoption Agreement
  • Basic Plan Document
  • Trust Agreement
  • Summary Plan Description
  • Appointment & Acceptance of Trustee
  • Action by Board of Directors
  • Beneficiary Designation Forms
  • Required Minimum Distribution Forms
  • Death Distribution Forms
  • In-plan Roth Conversion notice & forms
  • Hardship withdrawals
  • Participant Loan and loan policy
  • Loan origination documents
  • Life Insurance policy
  • IRS Opinion Letter and Plan serial number
  • 401k Trust Tax ID number registered with the IRS

For a low flat-fee, our team will provide all required maintenance and updates to your plan. Our annual maintenance fee includes:

  • Unlimited lifetime customer support via phone, email, and online chat
  • Maintaining plan documents to ensure IRS compliance
  • All amendments, restatements, and updates to your plan
  • Updated annual guides for filing IRS form 5500-EZ
  • Exclusive client trainings, meet-ups, seminars, and get togethers
  • Full rollover/transfer support
  • Bank account opening assistance
  • Brokerage account assistance
  • Up to date IRS-approved plan documents
  • Private client dashboard accessible 24/7/365
  • Instant plan updates beamed into your private client portal

For over twelve years, self-directed investors all 50 states have trusted Nabers Group as the #1 Solo 401k document provider in the country. We’re proud to have earned our reputation as the industry leader, and value the relationships we have built with our clients. Our greatest passion is seeing our clients take control of your financial future to grow your wealth and have the retirement you deserve!

Solo 401k

$49
/month
No setup fee
What You Get
Questions?

Use the chat on the bottom right or call us at (877) 765-6401