Services

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

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