Note: Please be sure to review the information on the Welcome Page before proceeding with this step
Client Information Form
As the administrator of your Solo 401k plan, it is important that you know all the fiduciary responsibilities to maintain your plan in compliance. Please watch the video below to learn more about your fiduciary responsibilities before proceeding.
Please watch this before proceeding!
Congratulations on your decision to establish Solo 401k Plan with checkbook control!
Your Account Manager will be in touch with you within one day of submitting the form.
Click on the link below to access the form (it will open in a new tab).