Complete the Solo 401k Application for Your Client
Please note:
- In order for us to prepare the 401k plan and trust documents for your client, we will need a signed [Limited] Power of Attorney or other written authorization on file giving you permission to establish the Qualified Retirement Plan on your client’s behalf. Please send the signed [L]POA/authorization form to [email protected]
- We will send all document and compliance notifications to you. If you prefer we send document updates and compliance notifications/reminders to your client directly, please send a message with the client’s name to [email protected]
If you do not wish to submit payment online, you may complete and return the credit card authorization form below.
The card on file will be charged for each plan setup and subsequent annual maintenance fee on a per client basis.
Complete Credit Card Authorization Form
Please note we cannot prepare any plan documents without payment.