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 – $600;
- 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.
