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
- Customized rollover document preparation
- Bank account setup
- Support Center articles for help opening a brokerage account for your 401k plan
- No hidden fees
- Participant loan paperwork preparation: includes promissory note, amortization schedule, and loan repayment schedule
- Contribution calculator access to determine your contributions
- 1099-R preparation for Roth conversiona. &distributions (e.g. Regular Distributions, Early Distributions, Required Minimum Distributions, etc) – may incur a per filing fee for non Solo 401k Core members
- 5500-EZ form preparation
- Mandatory plan restatements, updates and amendments
