As a valued Solo 401k accountholder, the following services are included in your working with us:
- 100% IRS-compliant Solo 401k plan and trust document establishment
- IRS-Compliant Plan documents include:
- Plan document
- Adoption Agreement
- Action by Board of Directors to adopt the plan
- Appointment & Acceptance of Trustee
- Trust Agreement
- In-plan Roth Conversion Amendment
- Beneficiary Designation
- Contingent Successor Trustee Designation
- Distribution forms
- In-plan Roth Conversion forms
- Death Distribution forms
- Hardship Distributions
- In-service Distribution form
- Life Insurance Policy
- Loan Policy
- Summary Plan Description
- Rollover Acceptance form
- Required Minimum Distribution form
- IRS opinion letter proving the qualified status of your 401k plan
- Obtain employer identification number (EIN) for your Solo 401k plan
- Full support with rollovers including customized rollover document preparation
- Bank account setup
- Assistance opening a brokerage account for your 401k plan
- Flat fee for all document updates
- No hidden fees
- Participant loan paperwork preparation: includes promissory note, amortization schedule, and loan repayment schedule
- Annual 5500-EZ training for easy document preparation and filing
- Contribution calculator access to determine your contributions
- 1099-R preparation for distributions (e.g. Regular Distributions, Early Distributions, Required Minimum Distributions, etc)
- 1099-R preparation for in-plan Roth conversions
- 5500-EZ form preparation
- In-plan Roth rollover support
- Mandatory plan restatements, updates and amendments: Includes 2020 required IRS plan update
- Lifetime customer support from people who actually have and invest with their own Solo 401k plans
- Access to senior compliance team with 13+ years experience in the Solo 401k field
- Open Monday – Saturday
- Open 7 days per week during the month of December
