Solo 401k Order Page

Solo 401(k) Establishment Service* Includes:

• Adoption Agreement
• Basic Plan Document
• EGTRRA Amendment
• Summary Plan Description
• Trust Agreement
• Appointment of Trustee
• Action by Board of Directors
• Beneficiary Designation
• Loan Procedure
• Loan Documentation
• Employer Identification Number (EIN) obtained from the IRS for your Solo 401k Trust
• IRS Determination letter stating that this is a Prototype Plan that meets the requirements of a qualified plan
• Transfer Request Forms for incoming funds transfers

Annual Compliance Service Includes:

• Unlimited client support
• Assistance with filing of tax forms 5500-EZ and 1099-R (when required)
• Maintenance of Plan Documents to ensure IRS-compliance
• Provide Transfer Forms and Assistance with Rollover/Transfer
• Interim Plan Amendments as required by the IRS
• Turnkey Process for Solo 401k Bank Account
• Investment, Contributions, Distribution & other forms
• Loan Documentation & Loan Procedures
• Calculation of Annual Contribution Amounts
• GUST, EGTRRA & PPA Documents
• State of the art client web portal

• Establishment Fee – $1,000;
• Annual Fee – $200 (starting 2nd year)

*Subject to Solo 401k Terms & Conditions

Click button below to submit  Solo 401(k) Establishment payment and start the process of creating your IRS-compliant Qualified Retirement Plan.