The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law. ERISA was created to protect employees who invest in their company
What’s in the Solo 401k plan documents?
Retirement plan documents are a mystery! If you're not an attorney or tax specialist, most of the paperwork is confusing. It's written in the language
Solo 401k Basics Series: What does a Document Sponsor do?
A Solo 401k document provider is a vital piece to the puzzle in controlling your own retirement funds. It's exciting to be in charge of your financial
RMDs and the Solo 401k
When you retire, the questions start piling up. Do you have enough money to live on? Did you pick the best retirement plan? Are you taking too much
Succession Planning and the Solo 401k
As the owner of a solo 401k plan, you are the administrator as well as the trustee of your plan. This means you have total control over the plan and
2018 Updated Form 5500-EZ Guide
What is form 5500-EZ for the Solo 401k? IRS 401k form 5500-EZ is an information-only filing that is completed and filed by 401k plan
Solo 401k Basics Series: Where Does My Money Go After I Open a Solo 401k?
In a typical corporate 401k, the plan is managed by the company you work for. However, with the Solo 401k the plan is connected to your company.
Solo 401k Basics: CPA Guest Post – Keeping Good Records
With a self-directed Solo 401k plan, you are in complete control. This means you are the plan administrator, trustee, and record keeper. And it's
Solo 401k Basics: What’s in the Solo 401k?
So you've decided to take the leap to control your financial future and open a self-directed retirement account. By now you're probably