Refund and Returns Policy

General

All refund requests must be submitted in writing to [email protected]. Refund requests are not accepted via online chat or over the phone.

Our refund and returns policy lasts 30 days. If 30 days have passed since your purchase, we can’t offer you a refund or exchange.

Solo 401k Refund Policy

If you choose to cancel within the first 30-days of purchase and Nabers Group has not obtained your 401k Trust EIN or delivered your 401k plan documents, a full refund will be issued. 

If you choose to cancel within the first 30-days of purchase and Nabers Group has delivered your 401k plan documents – a partial refund may be issued. Nabers Group may retain part of your initial fee for administrative hard costs associated with canceling your plan document service and alerting the IRS your plan is no longer active.

Once plan document service is cancelled, your 401k plan is marked as Inactive and access to Nabers Solo 401k proprietary plan documents is revoked. Continuing to hold funds in an inactive plan may trigger a taxable distribution.

Special Purpose LLC

Refunds are not offered if Nabers Group has formed your LLC. If you are within the 30-day time period following purchase, and your LLC has not yet been formed, a full refund is possible.

Checkbook IRA LLC

Refunds are not offered if Nabers Group has formed your LLC or established your new (traditional or Roth) IRA. Once your IRA LLC is formed, terminating the account within the first year will result in a $250 account termination fee.

Need help?

Contact us at [email protected] for questions related to refunds and returns.

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