Solo 401(k) Annual Payment: $200
Please click button below to process your annual Solo 401(k) payment and keep your Qualified Retirement Plan IRS-Compliant.
Annual Solo 401k Compliance Service Includes the Following:
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
Calculation of Annual Contribution Amounts
GUST, EGTRRA & PPA Compliant Documents
Unlimited Client Support
Dedicated Account Manager
State-of-Art Client Web-Portal
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