Complete the Solo 401k Application for Your Client
- In order for us to prepare the 401k plan and trust documents for your client, we will need a signed [Limited] Power of Attorney on file giving you permission to establish the Qualified Retirement Plan on your client’s behalf. Please send the signed [L]POA 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]
Please complete 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.