Solo 401k Order Page

Solo-401k-Product-box

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
Cost:
  • 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.

Pay now!

SSL-security-seal


The identity of the payment website has been verified by GeoTrust SSL and your connection with the site is encrypted with 128-bit encryption.  The connection uses TLS 1.2.  The connection is encrypted using RC4_128 with SHA1 for message authentication and RSA as the key exchange mechanism.


Geotrust Logo